Webinar Registration

Estate Planning Masterclass #1:
Introduction to Estate Planning Essentials
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 19
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ET
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120 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Alan Gassman
Alan Gassman, J.D., LL.M.
Estate Planning Expert Gassman Law

What You'll Learn

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…
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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
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What You'll Learn
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Webinar Description

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.

 

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.