This webinar is a special presentation for the annual Tax Seminar Series held by the Zicklin School of Business at Baruch College.
The COVID-19 crisis and a possible regime change in Washington D.C. provide many opportunities and a perfect storm for many families regarding dynamic planning to save taxes and preserve assets while mitigating the risks faced by many successful families. Spectacularly low-interest rates, high mortality risks for older clients, and the possibility of taking substantial discounts concerning the value of privately held businesses and real estate allow for dramatically effective estate tax planning for our best clients.
Additionally, adequately structured trusts and layered entities can protect against possible future creditors, undue influence, and income and estate taxes. This presentation will provide planners with dynamic strategies that are often not well known or understood conversation points and client-friendly charts and explanations.
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