Skip to main content

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.

Register for Webinar

Form container
Personal Info
Complete the form below
Survey Data
A CFP ID number will be required in order to receive CE credit for this webinar.