Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.
Guest 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 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.
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.
Preview of Estate Planning Masterclass 02-20-2025
