Understand the importance of mathematically strategic estate planning and how it can impact your clients and your firm.
A timely discussion on Mathematics of Estate Planning, and the potential risks, tricks and traps for the unwary that can be present if planners do not 'run the numbers.' The presenters will address issues regarding the applicable interest rates, mortality assumptions and other issues that must be taken into account when employing commonly used techniques, such as Installment Sales to Intentionally Defective Grantor Trusts (IDGTs), Self-Cancelling Installment Notes (SCINs), Private Annuities, Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRATs and CRUTs), Charitable Lead Trusts (CLATs), and many more strategies. Practitioners should not miss this information.
Agenda
Faculty
Brandon Ketron
Gassman, Crotty & Denicolo, P.A.
- Associate attorney with Gassman, Crotty & Denicolo, P.A. located in Clearwater, FL
- Practices in the areas of estate planning, tax, and corporate and business law
- Licensed CPA in Florida and Virginia
- LL.M degree, University of Florida; J.D. degree, cum laude, Stetson University; B.A. degree, cum laude, Roanoke College
Kenneth J. Crotty
Gassman, Crotty & Denicolo, P.A.
- Partner with Gassman, Crotty & Denicolo, P.A. located in Clearwater, FL
- Practice focuses on estate, tax and trust planning, taxation, physician representation, and corporate and business law
- Board Certified in Tax Law
- Co-author of Bloomberg BNA’s Estate Tax Planning 2011 and 2012
- LL.M. degree, University of Miami; J.D. degree, summa cum laude, Quinnipiac University; B.A. degree, University of California
Christopher J. Denicolo
Gassman, Crotty & Denicolo, P.A.
- Partner with Gassman, Crotty & Denicolo, P.A. located in Clearwater, FL
- Practices in the areas of estate, tax and trust planning, taxation, physician representation, corporate and business law, probate and trust administration, and asset protection
- Co-author of Bloomberg BNA’s Estate Tax Planning 2011 and 2012
- LL.M degree, University of Miami; J.D. degree, Stetson University College of Law; M.B.A. degree, Stetson University; B.A. and B.S. degrees, Florida State University
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