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Guest Expert: Alan Gassman, J.D., LL.M., Gassman LawJoin 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 p...
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A few comments from listeners when they were asked what the learned from the webinar:
More understanding of the QPRT, especially the variations on the strategy.
- Nola K.
QPRTs can be an effective way to freeze the value of a personal residence and gift it with a discount. Alan is no "dummy" to be sure! He is a very good communicator, explaining complex topics in simple terms.
- David R.
The breadth of knowledge and ability to apply this knowledge that estate tax planners need to address specific client situations. This was a fine presentation that made me uncomfortable in a good way. I have some deficiencies in my skill set. have some work to do to.
- Mark Z.
Though I was aware of many of my clients' parents in Brooklyn putting their residence into a trust, I did not fully understand the mechanics of the QPRT. I now understand why my clients in California and Florida do not use this mechanism.
- Alan S.
More understanding of the QPRT, especially the variations on the strategy.
- Nola K.
QPRTs can be an effective way to freeze the value of a personal residence and gift it with a discount. Alan is no "dummy" to be sure! He is a very good communicator, explaining complex topics in simple terms.
- David R.
The breadth of knowledge and ability to apply this knowledge that estate tax planners need to address specific client situations. This was a fine presentation that made me uncomfortable in a good way. I have some deficiencies in my skill set. have some work to do to.
- Mark Z.
Though I was aware of many of my clients' parents in Brooklyn putting their residence into a trust, I did not fully understand the mechanics of the QPRT. I now understand why my clients in California and Florida do not use this mechanism.
- Alan S.
More understanding of the QPRT, especially the variations on the strategy.
- Nola K.
QPRTs can be an effective way to freeze the value of a personal residence and gift it with a discount. Alan is no "dummy" to be sure! He is a very good communicator, explaining complex topics in simple terms.
- David R.
The breadth of knowledge and ability to apply this knowledge that estate tax planners need to address specific client situations. This was a fine presentation that made me uncomfortable in a good way. I have some deficiencies in my skill set. have some work to do to.
- Mark Z.
Though I was aware of many of my clients' parents in Brooklyn putting their residence into a trust, I did not fully understand the mechanics of the QPRT. I now understand why my clients in California and Florida do not use this mechanism.
- Alan S.