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Planning with an $11,200,000 Per Person Estate Tax Exemption: Sophisticated Planning Techniques for the Super Wealthy, Clients with Significant Wealth and Those Who are on Their Way



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Join Alan Gassman, Ken Crotty, Chris Denicolo, and Brandon Ketron on Friday January 5th @ 3pm est for a webinar focused on estate and gift tax planning in light of the passage of the Tax Cuts and Jobs act which increases the estate and gift tax exemption amount to $11.2 million. The webinar will include a discussion of the impact the new exemption will have on the various categories of taxpayers with detailed charts and explanation letters that will be made available as Word and Word Perfect Templates and will include the following:
 
1. The Super Wealthy
2. Significantly but not Super Wealthy
3. Not Significantly Wealthy Yet, but Clearly on Their Way
The webinar will also discuss:
 
1. Uses of the Reversible Exempt Asset Protection (REAP) Trust.
2. The changing needs of life insurance and what can be done. 
3. What we should be doing now in case the estate tax returns to the old $5,000,000 plus inflation level, or the even older $1,000,000 plus inflation level.
4. Review of discounts involved with Family Limited Partnerhsip and LLC arrangements and the potential loss of a full step up in basis.
5. Uses of the JEST (Joint Exempt Step Up Trust) with Forms and client letters. 


There will be no CE for this webinar


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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. 

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. His email address is brandon@gassmanpa.com.

 

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. His email address is christopher@gassmanpa.com.

 

Kenneth J. Crotty, 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. Mr. Crotty has co-authored several handbooks that have been published in BNA Tax & Accounting, Estate Planning, Steve Leimberg’s Estate Planning and Asset Protection Planning Newsletters and Estate Planning magazine. Mr. Crotty is a co-author of the BNA book Estate Tax Planning in 2011 & 2012. His email address is ken@gassmanpa.com.



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