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Estate Planning Masterclass #4:
The Estate Plan That Actually Survives

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

Wednesday, June, 10

12:00pm ET

120 minutes

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

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Alan Gassman, J.D., LL.M., Gassman Law P.A.

What You'll Learn

Session 4: The Estate Plan That Actually Survives

Subtitle: Governance, Readiness, and Long-Term Flexibility

Overview

Most estate plans fail not because of taxes, but because they do not function well in real-world conditions.…

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

What You'll Learn

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Webinar Description

Session 4: The Estate Plan That Actually Survives

Subtitle: Governance, Readiness, and Long-Term Flexibility

Overview

Most estate plans fail not because of taxes, but because they do not function well in real-world conditions. Behavioral risks, family dynamics, and administrative complexity often undermine otherwise well-designed plans.

This session focuses on building estate plans that remain effective over time by addressing governance, beneficiary readiness, trustee selection, and adaptability.

Key Topics

Beneficiary Readiness

Introducing heirs to trust structures
Preparing beneficiaries for responsibility
Managing expectations around distributions
Transparency and communication strategies

Trustee Selection

Individual vs. corporate trustees
Co-trustee dynamics
Trust protector roles
Removal and replacement provisions

Stress Testing the Plan

Changes in tax law and exemptions
Divorce and family changes
Business risks and liquidity events
Beneficiary challenges such as addiction or financial mismanagement

Flexibility Tools

Trust protectors
Decanting provisions
Powers of appointment
Directed trust structures

Advisor Communication Frameworks

Leading estate alignment meetings
Managing inheritance expectations
Coordinating with attorneys and CPAs

Administrative Reality Considerations

Complex or impractical distribution formulas
Disclosure and reporting requirements
Fiduciary burden and liability
Conflicts over personal property distribution

Planner Takeaway

Advisors must design estate plans that function in practice—not just in theory—by preparing families, selecting the right fiduciaries, and building flexibility into every structure.