Avatar

Dynamic Planning Strategies for the Well Informed Advisor



Friday November 16

3:00 PM EDT - 4:00 PM EDT

Advisors have a number of outstanding opportunities and also
difficult decisions to make when helping all categories of clients and
projects, but face a complicated and not always well explained series of
choices that make it difficult to decide what to do, and to understand
how various strategies actually work and how they apply to actual
situations. This exclusive LISI webinar covers many straightforward and simple
strategies that are underutilized but effective and tested, and also
offers guidance on lesser known and some impractical strategies that
should be avoided, despite much literature and fanfare that seems to be
misplaced. 

Specific strategies addressed, with client friendly charts and
explanation,s will include the following: 

    1.    Whether to have separate revocable trusts, a joint
stepped up basis (JEST) Trust, and whether to install powers of
appointment and how and where for married couple estate plans. 

        Attendees will receive Alan Gassman*s JEST forms in Word
or WordPerfect with the latest language being used for JEST and
JEST-LITE trusts.

    2.    How to explain marital asset protection systems (*MAPS*)
so that clients recognize the wisdom of being required to contribute
marital assets to a trust established by the first dying spouse, or to
establish an asset protection trust (*APT*) after one spouse dies.

    3.    Revocable trust provisions, which cause a trust to
become irrevocable, upon the Grantor reaching a certain age or having a
dementia or similar diagnosis, or requiring that amendments be consented
to by trusted family advisors or physicians.  Attendees will receive
form language for this and client-friendly materials, as well as
language to allow a law firm drafting a trust to be named as Scrivener
Protector with the ability to correct clerical errors and resolve
ambiguities with the consent of one or more family members or other
advisors.

        Attendees will receive a sample agreement that can be
adapted to their situation.  

    4.    How a NIMCRUT structure can allow deferral of all income
taxes from a sale and investments for over 15 years with over 90% of
value passing to the client over 20 years.

    5.    How to use disregarded LLC*s and simple Irrevocable
Trusts to provide significant creditor protection and tax savings.

        How to use entities taxed as partnerships to *swap basis*
when younger generation taxpayers have appreciated assets and older
generation taxpayers have non-appreciated assets.

    6.    How to draft shareholder and operating agreements that
allow a senior family member to have a power of appointment over
corporate and partnership interests owned by younger family members that
may receive a step-up in basis when the older family member dies.

    7.    How to have promissory notes with possible secured
interests owed by entities to related parties so that valuable assets
can be safeguarded from potential liability.

    8.    Establishing irrevocable trusts that safeguard assets
for the Grantor and next generation while providing basis step-up and
estate tax savings features.

    9.    Important features to include in a domestic APT to help
assure that creditor protection will be provided notwithstanding
published concerns from the Wacker v. Tony case.

    10.    How to use a master leasing company to insulate an
entity owning real estate from liability that can be caused by tenants
and invitees.

    11.    Implementing buy-sell agreements that do not allow the
life insurance proceeds to be exposed to creditors of the entity or any
shareholder.

    12.    A comprehensive creditor protection checklist and a
CPA*s creditor protection checklist will also be provided and
discussed.

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.


After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

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. 



Avatar

Steve Oshins

October 19, 2018 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Industry’s Biggest Problem now that there are Fewer Life Insurance Trusts: The Creditor Tsunami

More Info
Avatar Avatar Avatar Avatar

Jerry Hesch, Alan Gassman, Ed Morrow and Marty Shenkman

October 23, 2018 12:30 PM EDT - 2:00 PM EDT ET

Proceedings from the 44th Annual Notre Dame Tax & Estate Planning Institute

More Info
Avatar

Bob Keebler

October 24, 2018 3:00 PM EDT - 6:00 PM EDT ET

Two Keebler 199A Webinars for the Price of One! - A Special Re-Broadcast of Bob's 8/15 and 9/21 Webinars - 180 minutes.

More Info
Avatar Avatar

Christopher Cahill & Timothy Borchers

October 25, 2018 11:30 AM EDT 1:00 PM EDT ET

Second Home Savvy

More Info
Avatar

James P. Weller, JD, LL.M

October 26, 2018 3:00 PM EDT - 4:00 PM EDT

INVESTING IN QUALIFIED OPPORTUNITY FUNDS

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

October 31, 2018 3:00 PM EDT - 4:30 PM ET

Finding the 199A Sweet Spot

More Info
Avatar

Paul Hood

November 01, 2018 3:00 PM EDT 4:30 PM EDT

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

More Info
Avatar

Paul Hood

November 08, 2018 3:00 PM EDT 4:30 PM EDT

Do You Trust?-The Anatomy of a Trust:

More Info
Avatar

Cynthia D.M. Brown

November 9, 2018 3:00 PM ET - 4:00 PM ET ET

EXPENSE PAYMENTS: WHAT SHOULD A TRUSTEE KNOW BEFORE THEY PAY? HOW SHOULD THE EXPENSES BE ALLOCATED?

More Info
Avatar

Bob Keebler

November 15, 2018 2:00 PM EDT - 3:30 PM EDT ET

199A and Specified Service Businesses

More Info
Avatar

Alan Gassman

November 16, 2018 3:00 PM EDT - 4:00 PM EDT ET

Dynamic Planning Strategies for the Well Informed Advisor

More Info
Avatar

Paul Hood

November 29, 2018 3:00 PM EDT 4:30 PM EDT ET

Tour of Estate/Charitable Planning Tools & Techniques-From Meat & Potatoes To Cutting Edge

More Info
Avatar

Chuck Rubin

November 30, 2018 3:00 PM ET - 4:30 PM EDT ET

Florida Homestead Law Made Easy – Well, At Least Easier

More Info
Avatar

Bob Keebler

November 30, 2018 1:00 PM EDT - 2:30 PM EDT ET

Do's and Don'ts of Estate Planning

More Info
Avatar

Paul Hood

December 6, 2018 3:00 PM EDT 4:30 PM EDT ET

Planning for the Surviving Spouse

More Info
Avatar Avatar

Alan Gassman, Chris Denicolo

December 7, 2018 3:00 PM EDT - 4:30 PM EDT ET

10 Biggest IRA-Trust Mistakes

More Info
Avatar

Bob Keebler

December 14, 2018 3:00 PM EDT - 4:30 PM EDT ET

Year-End Proactive Planning Ideas

More Info
Avatar

Bob Keebler

December 20, 2018 3:00 PM EDT - 4:30 PM EDT ET

Choice of Entity Planning

More Info
Avatar

Bob Keebler

December 21, 2018 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Seliing a Business

More Info
Avatar

Mike Jones

January 4, 2019 3:00 PM EDT - 4:30 PM ET ET

Significant Recent Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

More Info