06.01.2023 - Alphabet
Alphabet Soup: Planning With LLCs, IDGTs, GRATs, & Other Acronyms
Presented by Alan Gassman, J.D., LL.M., Gassman Law
During this presentation estate planning attorney Alan Gassman reviewed Estate Planning Definitions, LLC planning errors, Grantor Retained Annuity Trust (“GRAT”), Qualified Personal Residence Trust (“QPRT”), Charitable Lead Annuity Trust (“CLAT”), and more.
Attendees Comments:
A few comments from listeners:
Alan shared powerful tool for these complex estate planning situations - good to know the resource is available
- James M.
Really got a better understanding of a CLAT use and liked the software demonstration.
- Colin C.
Was a lot of material to cover. Most of my clients do not have this level of assets, except for 1 or 2. Great way to get familiar with the planning entities used to lower estate, Since not relevant for most of my clients, I will refer to estate attorneys but good to have a somewhat basic understanding.
- Marian J.
Alan shared powerful tool for these complex estate planning situations - good to know the resource is available
- James M.
Really got a better understanding of a CLAT use and liked the software demonstration.
- Colin C.
Was a lot of material to cover. Most of my clients do not have this level of assets, except for 1 or 2. Great way to get familiar with the planning entities used to lower estate, Since not relevant for most of my clients, I will refer to estate attorneys but good to have a somewhat basic understanding.
- Marian J.
Alan shared powerful tool for these complex estate planning situations - good to know the resource is available
- James M.
Really got a better understanding of a CLAT use and liked the software demonstration.
- Colin C.
Was a lot of material to cover. Most of my clients do not have this level of assets, except for 1 or 2. Great way to get familiar with the planning entities used to lower estate, Since not relevant for most of my clients, I will refer to estate attorneys but good to have a somewhat basic understanding.
- Marian J.