During this presentation estate planning attorney Alan Gassman will be reviewing Estate Planning Definitions, LLC planning errors, Grantor Retained Annuity Trust (“GRAT”), Qualified Personal Residence Trust (“QPRT”), Charitable Lead Annuity Trust (“CLAT”), and more.
This 60-minute presentation will cover many essential concepts to include:
- Review the Federal Tax Exempt.
- Develop an understanding for portability.
- Review of Estate Tax Planning Techniques.
- Develop a basic understanding for tax exclusive nature of estate and gift tax.