Estate Tax Planning - Techniques We Haven’t Covered Yet 1 Credit
Estate Planning Essentials Series- Part 3
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As estate planning becomes increasingly sophisticated, understanding advanced strategies is essential for effective tax management and wealth preservation.
In this third segment of our estate planning series, we will examine four powerful tools: Qualified Personal Residence Trusts (QPRTs), Charitable Lead Annuity Trusts (CLATs), Charitable Remainder Trusts (CRTs), and Qualified Charitable Distributions (QCDs) from IRAs. How can these techniques be used to minimize estate taxes and support philanthropic goals?
This CE Course will provide insights into these complex strategies and illustrate their practical applications. We will start by exploring Qualified Personal Residence Trusts (QPRTs), a technique designed to transfer personal residences based on previous topics and sets of an estate while potentially reducing gift and estate tax liabilities. By the end of this CE Course, attendees will have gained a solid foundation in these advanced Estate Planning techniques.
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Alan S. Gassman is a board certified Trust and Estates lawyer practicing with the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which he founded in 1987. The firm focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring.
Mr. Gassman is the primary creator and developer of EstateView software, which allows for the design, illustration and analysis of estate tax, estate planning and charitable strategies. Jerry Hesch, Jonathan Blattmachr, Robert Keebler and Mr. Gassman serve as the Creative Team that continues to develop this software.
He is also the lead author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner's Guide to Bankruptcy, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others.
Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI).
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
AB
Estate Planning is a little difficult to digest the subject matter in one video session. Need to spend more time on the research and software to understand the concepts clearly for application in the actual planning for any clients
TB
Maybe one of the best webinars I've been to as far as information given. I learned more in one hour than I could possibly digest. Will be going over the handouts and my notes for the next week.
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