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Alan Gassman
Estate Tax Planning from A to L with Alan Gassman
Guest Expert: Alan Gassman, J.D., LL.M.,

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. 

Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.

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

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