Webinar Registration

Estate Planning Masterclass #2:
Advanced Wealth Transfer Strategies
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 26
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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

In this session, Alan Gassman, JD, LLM will cover these key topics:

  1. Lifetime gifting strategies:
    1. Annual exclusion gifts
    2. Leveraging the lifetime gift tax exemption
    3. Using family limited partnerships (FLPs) and family LLCs.
  2. …
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What You'll Learn
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Webinar Description

In this session, Alan Gassman, JD, LLM will cover these key topics:

  1. Lifetime gifting strategies:
    1. Annual exclusion gifts
    2. Leveraging the lifetime gift tax exemption
    3. Using family limited partnerships (FLPs) and family LLCs.
  2. Charitable giving techniques:
    1. Donor-advised funds
    2. Charitable remainder trusts (CRTs)
    3. Charitable lead trusts (CLTs)
  3. The role of GRATs (Grantor Retained Annuity Trusts) and IDGTs (Intentionally Defective Grantor Trusts)
  4. Spousal lifetime access trusts (SLATs).
  5. Utilizing life insurance for tax-efficient wealth transfer:
    1. Irrevocable Life Insurance Trusts (ILITs).
    2. Ensuring the death benefit is outside the taxable estate.

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.