Webinar Registration

Estate Planning Masterclass #5:
Business Succession and Special Estate Planning Needs
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. Business succession planning
    1. Buy-sell agreements.
    2. Strategies to pass businesses to heirs tax-efficiently.
    3. Leveraging trusts and valuation discounts for closely held businesses.
  2. Planning for unique needs
    1. Estate planning for special needs beneficiaries.
    2. Considerations for non-U.S. citizens or cross-border planning.
    3. Digital asset estate planning.
  3. Life insurance in business succession
    1. Funding buy-sell agreements with life insurance.
    2. Using key person insurance to protect the business.