Event Calendar
Help for this page My CE Transcript

Creditor and Trust Planning Strategies with Alan Gassman

Participants will learn how to use LLC and Limited Partnership structures to avoid estate tax inclusion when the contributor to an LLC or Partnership has retained the right to determine if and when there will be distributions from the entity. Participants will learn the basic and intermediate functions of a 678 trust, and how 678 trusts can reduce income taxes under Section 199A. Participants will also learn about key charitable and creditor protection structuring, and recent developments with respect thereto.

4:30 pm - Registration and Social
5:15 pm - Welcome Remarks
5:30 pm - Program and Dinner
7:30 pm - Meeting Concludes

Event Cost
If you are not a member of the Southwest Florida Estate Planning Council, cost is $80 and includes dinner. Please submit payment to SWFEPC

Continuing Education
See registration form for information about continuing education.

Reserve your place no later than January 16, 2020

Tuesday, January 21, 2020
4:30 PM - 7:30 PM


Michael's on East
1212 S East Ave
Sarasota   FL   34239

Speaker Profiles


Alan S. Gassman, JD, LLM
Gassman Law Associates, PA

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

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