The current federal estate and gift tax laws have created an unprecedented opportunity for clients to engage in significant transfers of wealth without incurring gift taxes. Clients and their advisors can choose from myriad planning vehicles to transfer wealth before the current favorable federal estate and gift tax laws are scheduled to sunset on January 1, 2013. Join Stacy Eastland and Alan Gassman on Tuesday, March 27, 2012 to learn about two of Mr. 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.During the 90 minute presentation, Mr. Eastland will describe these two estate planning strategies, and how they can be extremely effective to transfer wealth, to address client needs and to provide flexibility, and Mr. Gassman will pose questions often asked by clients and practitioners with respect to this type of planning. Discussion will also include coverage of the following topics:
Mr. Eastland will provide outline materials and very informative power points. The speakers encourage attendees to provide questions. Mr. Gassman’s partners, Christopher J. Denicolo and Kenneth J. Crotty, will also join the presentation to ask questions. Please plan to join us for this presentation on Friday, March 27, 2012, at 3:30 PM, ET.Educational Objectives
Stacy Eastland, Investment Management Division of Goldman Sachs & Company (Houston) and Alan S. Gassman, Gassman Law Associates, P.A.