In this session, Alan Gassman, JD, LLM will cover these key topics:
- Lifetime gifting strategies:
- Annual exclusion gifts
- Leveraging the lifetime gift tax exemption
- Using family limited partnerships (FLPs) and family LLCs.
- Charitable giving techniques:
- Donor-advised funds
- Charitable remainder trusts (CRTs)
- 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:
- Irrevocable Life Insurance Trusts (ILITs).
- Ensuring the death benefit is outside the taxable estate.
Presenter(s)
Alan Gassman, J.D., LL.M.
Gassman Law

Job Title
Estate Planning Expert
Webinar category
Featured Webinar
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Plans
Pending plans
IAR program ID
C27480
Product and Practices Course ID
C27480
Product and Practices Topic
Advanced Wealth Strategies
Masterclass Series
On
Masterclass categories
Learning Objectives
- Explore strategies to transfer wealth effectively while minimizing tax exposure.
- Differentiate between lifetime gifts and bequests.
On Demand Masterclass
Off
Simulated Webinar
Off