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Basic Estate and LLC Planning: Fun With Dick and Jane
Finance

BASIC ESTATE AND LLC PLANNING: FUN WITH DICK AND JANE

Cost $15.00
Presentation Length 1.0 hour

Recorded DateOctober 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Estate Planning
Course Description

This presentation is well suited for nonprofessionals and accountants who would like to have a basic understanding of how wills, trusts, and companies work at a basic to intermediate level.

Learning Objectives:


  • Learn what probate is and whether it should be avoided

  • Understand how a revocable trust actually works

  • Discover how beneficiary designations work with or against trust planning

  • Understand how an LLC protects its owner from liabilities

  • Understand which considerations apply for minor children

  • Learn how marriage and prenuptial agreement planning impact an estate plan

  • ...and more!

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alan Gassman

Gassman, Crotty & Denicolo, P.A.
President
[email protected]
(727) 442-1200

Gassman crotty den

Alan S. Gassman, J.D., LL.M., is a board-certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida and practices in trust and estate planning, tax, wealth preservation, and the representation of physicians and medical practices.

Mr. Gassman speaks at many tax conferences, national programs, and webinar platforms, including Bloomberg BNA Tax and Accounting and the Notre Dame Tax and Estate Planning Institute.

 

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About Our Presenter

Gassman crotty den

Our firm was formed in 1987 with one lawyer and a shared secretary and receptionist to provide representation to professionals, business owners and retirees in their estate and related tax and personal planning, business and corporate needs.

Since then we have grown to 6 lawyers and over 20 staff, which we have found over the past two decades to be the best size for us. We are very proud of our team, our systems, and our dedication to providing the best and most appropriate legal services for all clients, whether big or small. Our lawyers meet together almost every morning to discuss and work together on cases, strategies and practice improvement projects in order to work the most efficiently and effectively for our clients. We like what we do and enjoy working together.