Webinar Registration

Estate Planning Concepts with Alan Gassman

Thursday, March 7, 2024 at 1:00 PM ET

Estate Planning Attorney

Alan Gassman, J.D., LL.M.

Gassman Law

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.

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

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