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Dynamic Planning with Irrevocable Trusts After TRA 2017



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Recording and Slides are Available Here


This 90-minute program will review a number of estate, gift, income tax and estate tax planning techniques and strategies that can be used in conjunction with irrevocable trusts, and the large variety thereof.

While most programs have concentrated on the use of “disregarded Defective Grantor Trusts,” this program will review and compare the advantages and disadvantages of Defective Grantor Trusts, Complex Trusts, 678 Trusts, Electing Small Business Trusts, Qualified Sub-Chapter S Trusts, Q-TIP Trusts, and Hybrid Trust/Limited Partnership-LLC arrangements that can be used to safeguard family assets, reduce tax burdens and help assure that beneficiaries are well protected.

This 90-minute program will include the following:

1.         A clear guide to the different varieties of trusts and how they can be created to have differing tax and state law purposes and utilities.

2.         Key language that can be placed under trust and associated documents to help assure proper tax treatment.

3.         Explanatory charts that can be used to explain the different types of trusts and uses to colleagues and clients.

4.         Key tax return and tax reporting characteristics that planners should be aware of.

5.         Traps for the unwary - including loss of an S election, creditor access, loss of the marital deduction, and associated issues.

6.         Client friendly explanation letters and Excel spreadsheets.



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!.

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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. 



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