Webinar Registration

Estate Planning Masterclass #2:
Advanced Wealth Transfer Strategies

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

Wednesday, March, 26

12:00pm ET

120 minutes

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

Alan Gassman, J.D., LL.M.

Estate Planning Expert Gassman Law

What You'll Learn

In this session, Alan Gassman, JD, LLM will cover these key topics:

Lifetime gifting strategies:
1. Annual exclusion gifts
2. Leveraging the lifetime gift tax exemption
3. Using family limited partnerships (FLPs) and family LLCs.
…

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

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What You'll Learn

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Webinar Description

In this session, Alan Gassman, JD, LLM will cover these key topics:

Lifetime gifting strategies:
1. Annual exclusion gifts
2. Leveraging the lifetime gift tax exemption
3. Using family limited partnerships (FLPs) and family LLCs.
Charitable giving techniques:
1. Donor-advised funds
2. Charitable remainder trusts (CRTs)
3. Charitable lead trusts (CLTs)
The role of GRATs (Grantor Retained Annuity Trusts) and IDGTs (Intentionally Defective Grantor Trusts)
Spousal lifetime access trusts (SLATs).
Utilizing life insurance for tax-efficient wealth transfer:
1. Irrevocable Life Insurance Trusts (ILITs).
2. Ensuring the death benefit is outside the taxable estate.