Skip to main content
04.27.2023 - Estate Planning

Attendees Rating:

Excellent (84%)
Average (14%)
Below Average (2%)

Missy Davis

Fri, 04/28/2023 - 13:58

Comments
A few comments from listeners:

Allan's presentation was amazing! Definitely a reminder to 'lawyer up' when it comes to estate planning and trusts. One of the best presentations I've ever seen and I'm 67 years old. :)
- Russell F.


"Alan's was great.
Try to have him again."
- Adam H.
Mathematics of Estate Planning
Presented by Alan Gassman, J.D., LL.M., Gassman Law
Alan Gassman

In this webinar Alan Gassman, J.D., LL.M., board-certified estate planning and trust lawyer for the mathematics of estate tax planning, covered many essential concepts on the mathematics of estate tax planning to include identify how the estate tax will impact families having between seven and ten million dollars in assets, recall the mathematics of gifting versus selling, recall the mathematics of qualified personal residence trusts, recall the mathematics of an installment sale to a defective grantor trust, and summarize planning strategies for families having an excess of 100 million dollars in assets.

Attendees Comments:

A few comments from listeners:

Allan's presentation was amazing! Definitely a reminder to 'lawyer up' when it comes to estate planning and trusts. One of the best presentations I've ever seen and I'm 67 years old. :)
- Russell F.


"Alan's was great.
Try to have him again."
- Adam H.