Log in

Log in

Creditor and Trust Planning Strategies You May Not Know About - Alan Gassman

  • Tuesday, January 21, 2020
  • 4:30 PM - 7:30 PM
  • Michael's on East


Creditor and Trust Planning Strategies You May Not Know About 

Speaker: 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.

Registration Deadline: Thursday, January 16, 2020

Guest fee is $80.00.
Please submit payment to SWFEPC for all guests.

Event Location:
Michael's on East
1212 S. East Ave
Sarasota, FL  34239

Event Time:
Registration & Social: 4:30pm
Opening Remarks:
 5:15pm to 5:30pm
Presentation and Dinner: 5:30pm to 7:30pm




Sponsored By:


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.

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230