Webinar Registration

Estate Planning Masterclass #1:
Introduction to Estate Planning Essentials
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, March, 19
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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

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…
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What You'll Learn
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Webinar Description

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.