Content Provider
Gassman crotty den
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Handout Materials
Presentation Slides
Free cpe webinars
Save Estate Tax to the Max: Year End Gift and Estate Tax Planning


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Many affluent taxpayers are very concerned that estate tax will be their biggest threat. It seems somewhat likely that the estate tax exemption will be reduced in half on or before January 1, 2026. Advisors need to understand how annual gifting, irrevocable trusts, discounts, installment sales, and other techniques work.

Join Alan Gasman and Brandon Ketron for this 60-minute presentation that will include the following objectives:

  • Identify annual gifting techniques and implications

  • Recognize how to design and implement an Irrevocable Life Insurance Trust

  • Identify gifting using discounted entities

  • Identify use of a Spousal Limited Access Trust

  • Identify use of an installment sale to a Grantor Trust

  • Demonstrate using Grantor Retained Annuity Trusts

  • Demonstrate using Qualified Personal Residence Trusts

  • And more

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Gassman crotty den

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 national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute, and at many other conferences and webinars.

Gassman crotty den

Brandon Ketron is an associate at the law firm of Gassman, Crotty, and Denicola, P.A. and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon graduated from the University of Florida in May of 2016, where he received his LLM in Taxation. He received his JD from Stetson University College of Law and graduated cum laude. He received his undergraduate degree from Roanoke College, where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is licensed to practice law in the State of Florida and is a licensed CPA in Florida and Virginia.

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.