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
|
ET
|
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. Revocable vs. irrevocable trusts: benefits and trade-offs.
  2. Trust structures for specific goals:
    1. Dynasty trusts for multigenerational wealth preservation.
    2. QTIP (Qualified Terminable Interest…
Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
What You'll Learn
No content added
Webinar Description

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

  1. Revocable vs. irrevocable trusts: benefits and trade-offs.
  2. 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.
  3. Tax-saving trusts
    1. Bypass trusts to optimize the use of estate tax exemptions.
    2. Charitable trusts for philanthropic goals and tax benefits.
  4. Integrating life insurance within trust structures
    1. Funding ILITs for estate tax liquidity.
    2. Using survivorship life insurance for second-to-die strategies.