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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Presenter Material
Plans
Pending plans
IAR program ID
C27479
Product and Practices Course ID
C27479
Product and Practices Topic
Intro to Estate Planning
Masterclass Series
On
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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