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The Mathematics of Estate Tax Planning and More (Part 3)

THE MATHEMATICS OF ESTATE TAX PLANNING AND MORE (PART 3)

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 15, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Most estate tax planners base their planning strategies and structures upon experience, education, and general impressions of how the estate tax system works. This can be very dangerous and also leave money on the table for Uncle Sam. When you actually run the numbers on various estate tax planning techniques you may be surprised at what the outcome will be.

Learning Objectives:


  • Recall how the estate and gift tax system works, and what techniques work well under what circumstances

  • Evaluate interactive spreadsheets that will be reviewed during the presentation

  • Give examples of how the Installment Sale to a Defective Grantor Trust can save considerable estate taxes and how to illustrate this for clients

  • Define Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, and many implications of gifting

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

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Gassman crotty den

Kenneth John Crotty, Esquire is a partner of the law firm Gassman, Crotty & Denicolo, P.A., a highly respected firm specializing in estate planning, tax law, and asset protection. With over 15 years of experience in the legal industry, Mr. Crotty is a specialist in the areas of estate planning, probate, and trust administration.

About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.