In partnership with the Community Foundation of Sarasota County, please join us for a Distinguished Speaker Series program.
Date: Tuesday, September 16, 2025
Speaker: Alan Gassman, Esq.
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.
Location: Community Foundation of Sarasota County
Topic: SLATS – Spousal Limited Access Trusts
Synopsis: This session provides a deep dive into Spousal Limited Access Trusts (SLATs), a powerful estate planning tool for high-net-worth individuals and married couples. Designed for attorneys, financial planners, and tax professionals, the course explores SLAT fundamentals and progresses to more nuanced planning considerations. Participants will examine the tax implications, structural requirements, and risk factors associated with SLATs, and will learn to tailor strategies to client-specific needs. Real-world scenarios will be used to compare SLATs to alternative planning techniques and to equip professionals to confidently advise clients on the benefits and limitations of these irrevocable trusts.
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.
Location: Community Foundation of Sarasota County
2635 Fruitville Rd, Sarasota, FL 34237
Registration for SWFEPC Members: Click Here to Register
Registration Deadline: September 12, 2025
In-person seating is limited, so please register now should you wish to attend the meeting at the Community Foundation of Sarasota County. Online participation through Zoom will also be available. Please select your preference when registering online. (Once the in-person seats are full, Zoom will be the only option available.)
For this program, we are offering 1.0 credit for Attorneys, CFPs, CPAs, and Trust Officers.
ABOUT OUR SPEAKER:
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)
Alan S. Gassman is a board certified Trust and Estates lawyer practicing with the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which he founded in 1987. The firm focuses on the representation of high net worth families, physicians, and business owners and their companies in estate planning, taxation, and business and personal asset structuring.
Mr. Gassman is the primary creator and developer of EstateView software, which allows for the design, illustration and analysis of estate tax, estate planning and charitable strategies. Jerry Hesch, Jonathan Blattmachr, Robert Keebler and Mr. Gassman serve as the Creative Team that continues to develop this software.
He is also the lead author of many books, including Gassman and Markham on Florida and Federal Asset Protection Law, The Estate Planner's Guide to Bankruptcy, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and is co-author of the Legal Guide To NFA Firearms and Gun Trusts, among others.
Mr. Gassman is a frequent speaker for continuing education programs and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, Forbes, and Leimberg Information Services Inc. (LISI).
He is also a past President of the Pinellas County Estate Planning Council and has co-chaired over 40 Florida Bar continuing legal education programs, including over 15 years each for Wealth Protection and Representing the Physician. Mr. Gassman is also an Adjunct Professor of Law at Stetson University College of Law in Gulfport, Florida, where he created a course entitled “Law Practice Management and Professional Mastery” and lectures occasionally on estate planning topics. He has also served as an expert witness in tax, creditor protection and estate planning matters in both Federal and State Court.
Mr. Gassman holds a law degree and a Masters of Law degree (LL.M.) in Taxation from the University of Florida, and a business degree from Rollins College. Mr. Gassman is board certified by the Florida Bar Association in Estate Planning and Trust Law and was inducted into the Estate Planning Hall of Fame Class of 2021 and has received the Accredited Estate Planner Designation from the National Association of Estate Planners & Council (NAEPC). Mr. Gassman has maintained an AV rating from the Martindale-Hubbell for over 20 years and is listed in both Best Lawyers in America and Florida Super Lawyers.
THANK YOU TO OUR PROGRAM SPONSOR:
