Webinar Registration

Estate Planning Masterclass #4:
Tax Minimization Strategies in Estate Planning
Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, April, 9
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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

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

  1. Techniques for reducing estate tax exposure:
    1. Valuation discounts for minority interests.
    2. Lifetime exemption planning.
  2. Income tax considerations
    1. Step-up in basis rules and their…
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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:

  1. Techniques for reducing estate tax exposure:
    1. Valuation discounts for minority interests.
    2. Lifetime exemption planning.
  2. 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.
  3. Navigating state-level taxes:
    1. States with estate and inheritance taxes.
    2. State-specific planning strategies.
  4. Using life insurance to offset tax liabilities
    1. Structuring policies for estate tax liquidity.
    2. Tax advantages of permanent life insurance.