Webinar Registration

Estate Planning Masterclass #5:
Business Succession and Special Estate Planning Needs

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

Wednesday, April, 16

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:

Business succession planning
1. Buy-sell agreements.
2. Strategies to pass businesses to heirs tax-efficiently.
3. Leveraging trusts and valuation discounts for closely held businesses.

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:

Business succession planning
1. Buy-sell agreements.
2. Strategies to pass businesses to heirs tax-efficiently.
3. Leveraging trusts and valuation discounts for closely held businesses.
Planning for unique needs
1. Estate planning for special needs beneficiaries.
2. Considerations for non-U.S. citizens or cross-border planning.
3. Digital asset estate planning.
Life insurance in business succession
1. Funding buy-sell agreements with life insurance.
2. Using key person insurance to protect the business.