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This is the fourth segment of Estate Planning with Alan Gassman, which will provide a detailed review of the installment sale to a grantor trust and various aspects thereof, including if and when to make some or all of the promissory notes self-canceling or to convert the arrangement to a private annuity. The installment sale to a grantor trust is considered the most dynamic and popular technique in the estate tax arena by many. Yet, it is imperative that you understand the risks and rewards associated with this technique.

Attendees will have access to EstateView estate planning software in the Pro-Plus mode for the modules covered during and for 10 days after this segment.

  • Explain the mechanics and legal requirements involved in structuring such transactions
  • Highlight the option of converting installment sale arrangements to private annuities.
  • Discuss how flexibility in structuring transactions can maximize tax efficiency and wealth preservation.
  • Offer hands-on demonstrations to illustrate the software's capabilities in facilitating decision-making and scenario planning.

 

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

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