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Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
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Alan GassmanGuest Expert: Alan Gassman, J.D., LL.M., Gassman Law

Attorney Alan Gassman provided a preview of the Estate Planning Masterclass, a five-session program designed to equip advisors with advanced strategies that distinguish top professionals in the fie...

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Attorney Alan Gassman provided a preview of the Estate Planning Masterclass, a five-session program designed to equip advisors with advanced strategies that distinguish top professionals in the field. The session covered common estate planning pitfalls, sophisticated trust and tax techniques for high-net-worth clients, and details on earning 10 CE credits, while also allowing participants to influence the agenda by submitting topics in advance.