This is the first of a five session Masterclass program featuring estate planning attorney Alan Gassman, JD, LLM.
In this session, Alan will educate you on these key topics:
- Definition and goals of estate planning.
- Overview of estate planning documents: Wills, Revocable and irrevocable trusts, Powers of attorney, Advance healthcare directives
- Federal estate and gift tax basics: Estate tax exemptions, Gift tax limits and Annual exclusion gifts
- State estate and inheritance taxes: key considerations.
- Role of life insurance in estate planning: Providing liquidity for estate taxes, Equalizing inheritances among heirs and Funding buy-sell agreements.
Presenter(s)
Alan Gassman, J.D., LL.M.
Gassman Law
Job Title
Estate Planning Expert
Webinar category
Featured Webinar
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Plans
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Masterclass Series
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Masterclass categories
Learning Objectives
Learning Objectives:
- Understand the foundational concepts of estate planning.
- Identify key estate planning documents and their purposes.
- Recognize the importance of estate planning for mass affluent and high-net-worth (HNW) clients.
On Demand Masterclass
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Simulated Webinar
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