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Many married couples would like to receive a new fair market value income tax basis on the death of one spouse. This program will provide a general estate tax planning bird's eye view.
In addition, Alaska, South Dakota, Kentucky, Tennessee, and now Florida offer community property trust statutes that allow for basis planning.
Learning Objectives:
- Describe the basics of estate tax planning
- Give examples of estate tax planning scenarios and outcomes
- Recognize how community property trusts work
Alan Gassman
Gassman, Crotty & Denicolo, P.A.
President
agassman@gassmanpa.com
(727) 442-1200
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.
About Our Presenter
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.
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