Webinar Registration

The Power of Qualified Personal Residence Trusts
(QPRTs)

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

Tuesday, October, 1

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

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

Estate Planning Expert Gassman Law

What You'll Learn

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

Join estate planning expert Alan Gassman, Esq. for an in-depth webinar designed to equip you with the knowledge needed to guide clients in utilizing Qualified Personal Residence Trusts (QPRTs) as part of their estate planning strategy. QPRTs are a powerful tool that allows clients to transfer their personal residence out of their estate, potentially reducing the taxable value of their estate while retaining the right to live in the home for a set period. This webinar will demystify how QPRTs work, the specific scenarios in which they are most beneficial, and the key considerations advisors must keep in mind when recommending this strategy to clients.

Alan will explain how clients can use QPRTs to manage estate tax liability, particularly for those with significant real estate holdings, by leveraging the current gift tax exemption limits. Attendees will gain a comprehensive understanding of the pros of QPRTs, such as the potential for significant estate tax savings and the ability to freeze the value of the residence for estate tax purposes. However, Alan will also address the potential drawbacks, including the risk of outliving the trust term, the loss of step-up in basis, and the irrevocable nature of the trust. By the end of this session, you will be well-equipped to assess whether a QPRT is the right strategy for their clients and how to implement it effectively within a broader estate planning framework.

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.