Date: May 22, 2012
Speakers: Alan S. Gassman, Christopher J. Denicolo, and Kenneth J. Crotty, Gassman Law Associates, P.A.
This webinar will focus on the opportunities offered for planners
by the changes made by the Act which remain available only until
December 31, 2012.
Date: March 27, 2012
Speakers: Stacy Eastland, Investment Management Division of Goldman Sachs & Company (Houston) and Alan S. Gassman, Gassman Law Associates, P.A.
This webinar will discuss two of Stacy Eastland’s favorite estate planning vehicles that can be used to not only transfer significant wealth to future generations, but to also provide flexibility to address the client’s consumption needs and possible changes in future circumstances: the Leveraged Grantor Retained Annuity Trust and the Remainder Purchase Marital (“RPM”) Trust.
Date: February 22, 2012
Speakers: Louis A. Mezzullo, Luce, Forward, Hamilton & Scripps LLP, John Porter, Baker Botts LLP, Alan S. Gassman
This webinar will discuss what type of complex and simplified valuation adjustment clauses their clients are using, and will share specific forms and trust language along with what their expectations are for success in the event of an IRS challenge.
Date: January 16, 2012
Speakers: Keith Schiller, Esq., Schiller Law Group, a Professional Law Corporation
This presentation is designed for practitioners who will be filing estate tax returns for deaths in 2010 and 2011 and who want to enhance their general estate tax compliance capacity or better connect estate planning to the eventual filing of Form 706.
Date: November 29, 2011
Speakers: Craig L. Janes and Laura H. Peebles, Deloitte Tax, LLP
This webinar will discuss the preparation and filing of the Form 8939 and the ancillary income tax effects that the IRC §1022 election imparts.
Date: October 25, 2011
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
This webinar explores how advisors and their clients are working with clients to establish and fund trusts to make use of some or all of the temporary $5,000,000 lifetime gifting exclusion, taking into consideration that anything over $1,000,000 makes use of an allowance that may never be available again.
Date: October 19, 2011
Speakers: Alan S. Gassman, Kenneth J. Crotty, Christopher J. Denicolo
This webinar will discuss how to avoid catastrophes that will result under Florida’s new Durable Power of Attorney Law, for powers of attorney signed after September 30, 2011.
Date: August 18, 2011
Speakers: Jerome M. Hesch, Carlton Fields; Jonathan G. Blattmachr, Eagle Advisors; Mitchell Gans, Hofstra University School of Law; Elliott Manning, University of Miami School of Law
This live webinar focused on the impact of Grantor Trust treatment on the menu of estate planning techniques and illustrates how complex tax planning techniques can be compared and contrasted simply and effectively.
Date: July 26, 2011
Speakers: Steven J. Oshins, Law Offices of Oshins & Associates, LLC and Alan S. Gassman, Gassman Bates & Associates PC
This webinar, offered by two of leading practitioners in estate tax law, provided tax advisors with very interesting opportunities, and a new synergism between business and tax purposes that can cause exiting opportunities for all concerned.
Date: July 12, 2011
Speakers: Alan Gassman, J.D., LL.M., Christopher Denicolo, Esq., and Kenneth Crotty, Esq.
This presentation focused on the opportunities offered for planners by these changes in 2011 and 2012.