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Estate Planning Mathematics and How It Impacts Strategy Selection and Use



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Recording and Slides are Available Here


This new webinar presented by Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will provide a timely discussion on the potential risks, tricks and traps for the unwary that can be present if planners do not “run the numbers.”  The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies.  Practitioners should not miss this program.
During this live webinar, Kenneth J. Crotty, Esq., Christopher Denicolo, Esq., and Brandon Ketron, Esq. will cover:

    • The Power of Compounding

    • Navigating the complex IRA and qualified retirement plan required minimum distribution rules

    • The financial impact of grantor trust status

    • Understanding the effect of annual gifting, Crummey powers, and valuation discounts

    • Running the numbers on SCINs, Private Annuities and possible alternative wealth transfer techniques

    • Working with the Probability of Exhaustion test in the context of Private Annuities

    • Running the numbers on Grantor Retained Annuity Trusts, Installment Sales to IDGTs, SCGRATs, QPRTs, and Private Annuities

    • How to “Zero-Out” a CLAT, and defer income tax using a Charitable Annuity

    • A comparison of the various types of CRATs and CRUTs

    • How to explain complex estate planning techniques to clients through explanation letters and Excel Charts/Spreadsheets, which will be made available to participants.

    • And MUCH MORE!


    There will be no CE for this webinar


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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. Alan's email address is agassman@gassmanpa.com.



Brandon Ketron, J.D., LL.M., CPA, is an associate at the law firm of Gassman, Crotty & Denicolo, P.A. in Clearwater, Florida and practices in the areas of Estate Planning, Tax, and Corporate and Business Law. Brandon attended Stetson University College of Law where he graduated cum laude, and received his LL.M. in Taxation from the University of Florida. He received his undergraduate degree at Roanoke College where he graduated cum laude with a degree in Business Administration and a concentration in both Accounting and Finance. Brandon is also a licensed CPA in the States of Florida and Virginia.



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