Webinar Registration

Estate Planning Masterclass #1:
Introduction to Estate Planning Essentials
Date:
CE Eligible
Duration: 120 minutes
Alan Gassman
Alan Gassman, J.D., LL.M.
Estate Planning Expert Gassman Law

Alan Gassman, J.D., LL.M., Gassman Law is an Experienced Presenter with deep knowledge in Estate Planning. With a passion for helping others succeed, they bring valuable insights and practical strategies to every session.

In this session, they will share expert perspectives designed to support your goals and enhance your knowledge in the field.

This is a Masterclass Webinar. Please Buy this Masterclass

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This is the first of a five session Masterclass program featuring estate planning attorney Alan Gassman, JD, LLM.

In this session, Alan will educate you on these key topics:

  • Definition and goals of estate planning.
  • Overview of estate planning documents: Wills, Revocable and irrevocable trusts, Powers of attorney, Advance healthcare directives
  • Federal estate and gift tax basics: Estate tax exemptions, Gift tax limits and Annual exclusion gifts
  • State estate and inheritance taxes: key considerations.
  • Role of life insurance in estate planning: Providing liquidity for estate taxes, Equalizing inheritances among heirs and Funding buy-sell agreements.