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Gassman crotty den

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Self-Study CPE
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Free cpe webinars
Using Private Annuities and Self Canceling Installment Notes


This webinar has been expanded to 1.5 CPE and was previously titled "USING PRIVATE ANNUITIES "
Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course offers a comprehensive exploration of private annuities as a powerful financial planning and estate planning tool. Participants will gain a deep understanding of the mechanics, benefits, tax implications, and potential risks associated with private annuities. Through practical examples and case studies, learners will develop the knowledge and skills necessary to effectively use private annuities to achieve financial security, transfer wealth, and plan for retirement.
Learning Objectives:

  • Summarize the fundamental principles of private annuities, including the definition, structure, and functioning of these financial instruments

  • Assess the benefits and risks of private annuities and analyze the risks associated with private annuities

  • Navigate the tax and legal implications

  • Apply private annuities in financial and estate planning scenarios

  • Design effective private annuity strategies tailored to individual financial goals and circumstances 

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 webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.


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Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.