Avatar Avatar

Why Our Trusts Are Different than All Other Trusts



Watch Now!
Recording and Slides are Available Here


Gassman, Crotty & Denicolo, P.A. have been developing their trust forms since 1984, and have accumulated and assembled a great many provisions and structures within revocable and irrevocable trusts that can be of great use to practitioners in all states. In their exclusive LISI Webinar, Alan and Chris have agreed to share over 30 pages of forms and clauses that can have great utility for planners, and facilitate more opportunities to serve clients and to provide customized features that will be much appreciated. 

Key takeaways from their webinar are as follows: 

·      Safety latch and Ulysses provisions to prevent a revocable trust from being amended without consent of trusted individuals or physician clearance;

·      Provisions to discourage troublesome beneficiaries from challenging trust provisions or pursing possible causes of action against trustees and advisors;

·      Preventing the horrific situation of client who may have signed a living trust, but not an adequate or working pour-over Will;

·      Clauses that can enable trust and estate lawyers to be selected to serve as fiduciaries by the beneficiaries if and when appropriate;

·      Overflow provisions so that excess contributions to trusts that would cause federal estate tax can instead go to marital or charitable savings trusts;

·      Provisions to provide that a beneficiary of a trust that makes a contribution to it will not have the right to benefit from the assets or income resulting from such contribution;

·      Thorough time-tested language for comprehensive handling of trusts for addicted or special needs beneficiaries;

·      Scrivener protector provisions which enable a drafting law firm to correct ambiguities and clerical or other errors without court involvement or consent of troublesome beneficiaries; 

·      Effective Trust Protector and trust advisor language, and limitations that must be placed on powers given to Trust Protectors for income and other tax-planning purposes.

 

·      Language to allow for forced inclusion to generate a step-up in income tax basis in situations where the estate tax is not a concern.



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 $149.

Registrant Email:
 border=

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 $129 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.

Christopher Denicolo, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. He has co-authored several handbooks that have been featured in Bloomberg BNA Tax & Accounting, Steve Leimberg's Estate Planning and Asset Protection Planning Newsletters and the Florida Bar Journal. is also the author of the Federal Income Taxation of the Business Entity Chapter of the Florida Bar's Florida Small Business Practice, Seventh Edition Mr. Denicolo received his B.A. and B.S. degrees from Florida State University, his J.D. from Stetson University College of Law and his LL.M. (Estate Planning) from the University of Miami.



Avatar Avatar

Steve Oshins and Bob Keebler

September 18, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts : A Special Re-Broadcast

More Info
Avatar

Bob Keebler

September 19, 2019 1:00 PM EDT - 2:30 PM EDT ET

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks - A Special Re-Broadcast

More Info
Avatar

Kenneth J. Crotty

September 19, 2019 3:00 PM EDT - 4:30 PM ET

Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients

More Info
Avatar

Jerry Hesch

September 20, 2019 3:00 PM EDT - 4:00 PM ET

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute : A Special Re-Broadcast

More Info
Avatar

Michael Geeraerts

September 20, 2019 1:00 PM EDT - 2:30 PM ET

ILIT Trustees Have More Responsibility Than They Realize: How Trustees & Their Advisors Can Avoid Liability

More Info
Avatar Avatar

Steve Gorin & Curtis Kimball

September 26, 2019 3:00 PM EDT - 4:30 PM

Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner

More Info
Avatar

Steve Oshins

September 27, 2019 12:00 PM EDT - 1:30 PM

The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors

More Info
Avatar

Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM

Steve Gorinís "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

More Info
Avatar Avatar

Alan Gassman and Ken Crotty

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

Estate Tax Planning with Family Entities After Powell and Strangi

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

October 4, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment

More Info
Avatar

Joe Elsasser

October 10, 2019 3:00 PM 4:30 PM EDT ET

10 Weird Social Security Rules/Practices

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info