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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.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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A CFP ID number will be required in order to receive CE credit for this webinar.