Webinar Registration

Estate Planning Masterclass #3:
Leveraging Trusts in Estate Planning

Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, April, 2

12:00pm ET

120 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

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:

Revocable vs. irrevocable trusts: benefits and trade-offs.
Trust structures for specific goals:
1. Dynasty trusts for multigenerational wealth preservation.
2. QTIP (Qualified Terminable Interest…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

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

Revocable vs. irrevocable trusts: benefits and trade-offs.
Trust structures for specific goals:
1. Dynasty trusts for multigenerational wealth preservation.
2. QTIP (Qualified Terminable Interest Property) trusts for blended families.
3. Asset protection trusts for shielding wealth from creditors.
Tax-saving trusts
1. Bypass trusts to optimize the use of estate tax exemptions.
2. Charitable trusts for philanthropic goals and tax benefits.
Integrating life insurance within trust structures
1. Funding ILITs for estate tax liquidity.
2. Using survivorship life insurance for second-to-die strategies.