Webinar Registration

Estate Planning Masterclass #4:
Tax Minimization Strategies in Estate Planning
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, April, 9
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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. Techniques for reducing estate tax exposure:
    1. Valuation discounts for minority interests.
    2. Lifetime exemption planning.
  2. Income tax considerations
    1. Step-up in basis rules and their…
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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. Techniques for reducing estate tax exposure:
    1. Valuation discounts for minority interests.
    2. Lifetime exemption planning.
  2. Income tax considerations
    1. Step-up in basis rules and their impact.
    2. Roth conversions and tax-efficient retirement account distributions.
    3. Planning for highly appreciated assets.
  3. Navigating state-level taxes:
    1. States with estate and inheritance taxes.
    2. State-specific planning strategies.
  4. Using life insurance to offset tax liabilities
    1. Structuring policies for estate tax liquidity.
    2. Tax advantages of permanent life insurance.

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.