What You'll Learn
This webinar is the first of a series of complimentary CE-eligible webinars with estate planning attorney Alan Gassman. In this session, Alan will provide an overview of the primary estate tax mechanics and some of the most common strategies. Each session will feature…
Tom Dickson
Financial Experts Network
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This webinar is the first of a series of complimentary CE-eligible webinars with estate planning attorney Alan Gassman. In this session, Alan will provide an overview of the primary estate tax mechanics and some of the most common strategies. Each session will feature illustrations of how planning techniques can save estate taxes. The techniques to be discussed include portability, creditor shelter trust, annual gifting, discounted annual gifting, and transfers on death to charity.
Attendees will learn how to:
* Discuss the implications of estate tax on high-net-worth individuals and their beneficiaries.
* Discuss the current federal estate tax exemption threshold and potential changes in legislation.
* The role of various techniques to help clients achieving their objectives and optimizing tax efficiency.
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
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: www.nasbaregistry.org.