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What Estate and Tax Planners Need to Know About Bankruptcy



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What Estate and Tax Planners Need to Know About Bankruptcy

In his exclusive, 90 minute LISI webinar, Alan Gassman will cover strategies, traps for the unwary and the aspects of bankruptcy that all estate planners and financial advisors should be aware of. Conduct that occurs in the years before a bankruptcy filing can have a tremendous impact on a debtor’s rights and obligations. Find out how to best serve clients while preserving their rights without making moves that can have a catastrophic impact.

Key points of Alan’s highly informative webinar include:

• Understanding essential differences between the attorney client privilege rules that apply in bankruptcy to expose otherwise confidential communications.

• Understanding conduct that may be considered as criminal or can cause loss of the ability to ever discharge indebtedness if bankruptcy is filed.

• Learning advanced planning techniques that can help to assure that a bankruptcy reorganization will allow for a reduction of debt, lease and employment agreement terms, and similar burdens on an operating business or investment entity.

• Learning the ethical and practical considerations of eliminating or reducing possible liability exposure for the lawyer and other advisors for a client that may go bankrupt.

• Understanding basic and intermediary terminology and strategies that apply with respect to pre-bankruptcy planning and the conduct of a bankruptcy.

• Understanding key task planning advantages and factors with respect to when bankruptcy may be recommended or detrimental.

• Understanding the unique planning considerations and rules that apply for homestead planning, asset protection trust planning and similar uniquely treated situations.

• Understanding how tenancy by the entireties protection may apply for individuals who do not reside in tenancy by the entireties states.




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Alan S. Gassman, J.D., LL.M., is a partner in the law firm of Gassman, Crotty & Denicolo, P.A., and practices in Clearwater, Florida. He is a frequent contributor to LISI, and has published numerous articles and books in publications such as BNA Tax & Accounting, Estate Planning, Trusts and Estates, Interactive Legal and Haddon Hall Publishing. The Alan Gassman Channel at Interactive Legal has recently opened, and features many books and resources, including many Florida and Federal based materials, forms and resources. He is also the Moderator for Bloomberg BNA's 2017 Estate Planning Webinar Series. On February 24th Alan and his partners Christopher Denicolo and Ken Crotty will present a Bloomberg BNA Webinar at 12:30 EST on Innovative Trust Planning for Uncertain Times. You can contact Alan at agassman@gassmanpa.com for more information with respect to these programs. 



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