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Estate Tax Planning from A to L 05-29-2024

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Estate Tax Planning from A to L with Alan Gassman
Presented by Alan Gassman, J.D., LL.M.,
Alan Gassman

This webinar is the first of a series with estate planning attorney Alan Gassman. In this session, Alan will provide an overview of the primary estate tax mechanics and some of the most common strategies. Each session will feature illustrations of how planning techniques can save estate taxes. The techniques to be discussed include portability, creditor shelter trust, annual gifting, discounted annual gifting, and transfers on death to charity. 

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