Avatar

Avoiding Estate and Trust Litigation and Disputes



Watch Now!
Recording and Slides are Available Here


This 60 minute presentation will provide a number of innovative and
easy to implement strategies that advisors can use to reduce the risk and
impact of estate and trust disputes while providing trust language, client
friendly charts and other valuable materials.
 
This interesting and fast moving Webinar will include the following:
 
1.  A client friendly checklist and questionnaire to educate clients and advisors
 on circumstances that call for special measures so that clients can appreciate 
appropriate extra measures. 
 
2.  Trust language and special provisions that can be used in trusts to
prevent amendments without verification of appropriate circumstance,
to allow a "Scrivener Protector" or Trust Protectors to amend a trust
as a special trust to correct clerical errors and ambiguities. 
 
3.  Mediation and Arbitration language and strategies along with beneficiary
signed release and Arbitration requirements that can be used to reduce the
risk or impact of trust or estate litigation. 
 
4.  Trust language to exclude beneficiaries whose "exception creditors"
might be able to reach into a trust from being considered to be beneficiaries. 
 
5.  Reviewing jurisdictions that a Trust can be formed in or move to in order to
reduce risk and allow for in terror em clauses and waivers of accountings
for problematic beneficiaries.
 
6.  Conflict of interest issues, conflict waivers, lawyers serving as fiduciaries
and lawyer client privilege issues.
 
And much more


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.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

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 is a lawyer practicing in Clearwater, Florida with the law firm of Gassman, Crotty & Denicolo, P.A. Alan has a Post-Master's Degree (LL.M.) in taxation from the University of Florida, and is a board-certified trust and estate lawyer. Alan will speak on Creative Planning Using IRC Sections 199A and 1202 at the 44th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on October 11th and 12th. The brochure on this year's Notre Dame Tax & Estate Planning Institute can be viewed at this link: 44th Annual Notre Dame Tax & Estate Planning Institute.



Avatar

Bob Keebler

August 12, 2020 1:00 PM ET - 2:30PM ET ET

Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

August 12, 2020 3pm 4:30 pm ET ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

August 13, 2020 3:00PM ET - 4:30PM ET ET

PPP and EIDL UPDATE: August 4TH FAQ'S, NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

More Info
Avatar Avatar

Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

Bob Keebler

August 14, 2020 11:00 AM ET - 12:30 PM ET

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

August 14, 2020 1:00PM ET - 2:30PM ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

August 19, 2020 3:00 PM ET - 4:30 PM

Year-End Planning in 2020: Including Planning for a Potential Biden Administration - A Special Re-Broadcast

More Info
Avatar

Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

More Info
Avatar

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

More Info
Avatar

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

More Info
Avatar

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

More Info