Webinar Registration

Estate Planning with Alan Gassman: Session 3 - QPRTs, CLATs, CRTs and QCDs

Tuesday, July 9, 2024 at 1:00 PM ET

Estate Planning Expert

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

Gassman Law

This third segment of the Estate Planning program with Alan Gassman, Esq., which will cover Qualified Personal Residence Trusts, Charitable Lead Annuity Trusts, Charitable Remainder Trusts, and Qualified Charitable Distributions from IRAs. This will enable attendees to have a fundamental and common-sense understanding of these techniques as the program builds upon past segments in preparation for segments to come.

Attendees will learn:

The benefits of transferring personal residences into QPRTs, including potential gift tax savings and estate tax reduction.
How CLATs provide a stream of income to charities for a specified period, with the remainder passing to non-charitable beneficiaries.
How to explain the structure and benefits of CRTs in estate planning.
The rules for handling Qualified Charitable Distributions (QCDs), including RMD considerations, transfers, and taxation

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