Webinar Registration

Estate Planning Masterclass #2:
Advanced Wealth Transfer Strategies
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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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.