What You'll Learn
With more states imposing estate or inheritance taxes—and thresholds that are often far lower than the federal exemption—many clients face tax exposure they never anticipated. For financial advisors, understanding how to spot these risks and guide clients toward effective planning strategies has…
With more states imposing estate or inheritance taxes—and thresholds that are often far lower than the federal exemption—many clients face tax exposure they never anticipated. For financial advisors, understanding how to spot these risks and guide clients toward effective planning strategies has never been more important.
In this advanced webinar, nationally recognized estate planning attorney Alan Gassman will break down the five most effective techniques to help clients avoid or minimize state-level estate and inheritance taxes. Advisors will learn when each strategy applies, how to communicate the benefits to clients, and practical steps to coordinate planning with legal and tax professionals.
During this session, Alan will cover:
1. Lifetime Gifting Strategies
How proactive gifting—both outright and through trusts—reduces future estate tax exposure while keeping clients financially secure.
2. Credit Shelter & Spousal Planning
Using bypass trusts, portability alternatives, and state-specific planning to preserve exemptions and protect family wealth.
3. Trust Structures that Reduce State Tax Exposure
How properly structured irrevocable trusts, including DINGs, NINGs, and SLATs, can shift assets out of a taxable state.
4. Residence & Domicile Optimization
Why changing domicile—or restructuring assets tied to a high-tax state—may provide major tax savings for the right clients.
5. Charitable Planning Solutions
Leveraging donor-advised funds, charitable remainder trusts, and lifetime philanthropy to reduce both income and estate tax burdens.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, and EA. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.