Events
Webinar: Running the Numbers on Estate and Gift Tax Planning for 2025 and Beyond—The Results May Surprise You
September 22 @ 11:30 am – 12:30 pm
1 Legal Specialization in Taxation Law; 1 Participatory MCLE Credits
To demonstrate a number of scenarios that the attendees can use to gauge where their clients are with respect to recommended planning.
Through real-world examples, spreadsheet demonstrations, and interactive discussion, attendees will learn to compare and evaluate advanced planning techniques including GRATs, CLATs, IDGTs, split-dollar arrangements, private placement life insurance, and charitable planning vehicles. Emphasis will be placed on tax modeling, risk analysis, and the coordination of legal and financial tools to maximize client benefit.
Participants will leave with practical tools and insights to run customized calculations for high-net-worth estate plans and to advise clients with confidence on the most tax-efficient strategies available under current and anticipated law.
Speaker: Alan Gassman
Moderator: Elizabeth Mackey-Sall
Non-Member Price
$75.00
Member Price
$55.00
Alan 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, Forbes, and Leimberg Information Services Inc. (LISI).
Mr. Gassman is author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner’s Guide to Bankruptcy, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others.
Vice chairman and presenter, The Florida Bar’s annual Wealth Conservation seminar BNA national webinars.
Certifications: LL.M. in Taxation Board Certified Lawyer Wills, Trusts and Estates Accredited Estate Planner® Designation
We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.