Webinar Registration

Estate Planning Concepts with Alan Gassman
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs -
Thursday, March, 7
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ET
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75 minutes
Alan Gassman
Alan Gassman, J.D., LL.M.
Estate Planning Attorney Gassman Law

What You'll Learn

Join Alan Gassman, a brilliant estate planning attorney, for a review of several important estate planning concepts. Alan will use the EstateView software he, and other estate planning experts, have created. 

Participants will learn the following.…

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What You'll Learn
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Webinar Description

Join Alan Gassman, a brilliant estate planning attorney, for a review of several important estate planning concepts. Alan will use the EstateView software he, and other estate planning experts, have created. 

Participants will learn the following.

  1. How the time value of money will impact an estate plan and retirement planning.
  2. Whether a credit shelter trust is preferable over a portability election and in what circumstances.
  3. How the reduction of the estate tax exemption by ½ in 2026 could impact a moderately affluent family.
  4. How to project and illustrate installment sales to a grantor trust.