Webinar Registration

Estate Planning Masterclass #4:
Tax Minimization Strategies in Estate Planning

Date: Wednesday, April, 9 2025 12:00 PM

CE Eligible

Duration: 120 minutes

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

Estate Planning Expert Gassman Law

This is a Masterclass Webinar. Please Buy this Masterclass

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

Techniques for reducing estate tax exposure:
1. Valuation discounts for minority interests.
2. Lifetime exemption planning.
Income tax considerations
1. Step-up in basis rules and their impact.
2. Roth conversions and tax-efficient retirement account distributions.
3. Planning for highly appreciated assets.
Navigating state-level taxes:
1. States with estate and inheritance taxes.
2. State-specific planning strategies.
Using life insurance to offset tax liabilities
1. Structuring policies for estate tax liquidity.
2. Tax advantages of permanent life insurance.