Estate and Gift Tax Planning -- The Greatest Show on Earth

Presented by:

Where we are now with estate and gift tax planning and what to know and do before December 31st, and also after January 1st.

• What to do and not do with Grantor Trusts
• Primary planning opportunities for unmarried individuals
• Primary planning opportunities for married couples
• Primary trips for the unwary and ethical considerations

Thursday, December 16, 2021

11:30 a.m. - In-Person Networking at the St. Petersburg Yacht Club

Noon - PROGRAM - Virtual and In-person/Lunch service

St. Petersburg Yacht Club

11 Central Avenue

St. Petersburg, FL 33701

FEES

MEMBERS - In-person OR Virtual included with membership - please indicate attendance on registration for meal planning purposes.

GUESTS - $25 In-Person and $10 Virtual

Alan S. Gassman, Esq.

Alan S. Gassman is a board certified Trust and Estates lawyer and the founder of the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which is a 6 lawyer firm that 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 lead author of many books, including Bloomberg BNA’s Estate Tax Planning in 2011 and 2012, 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, and Leimberg Information Services Inc. (LISI).

He is also a past President of the Pinellas County Estate Planning Council and will receive the Estate Planner's Hall of Fame designation as an Accredited Estate Planner (Distinguished) in November of 2021. He has also co-chaired over 40 Florida Bar continuing legal education programs, including over 15 years each for Wealth Protection and Representing the Physician and is the co creator with Professor Jerry Hesch of EstateView Software.

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, has the Accredited Estate Planner designation from the National Association of Estate Planners & Council, 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.

Christopher Denicolo, J.D., L.L.M.

Christopher Denicolo, J.D., LL.M. is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. He has co-authored several handbooks that have been featured in Bloomberg BNA Tax & Accounting, Steve Leimberg's Estate Planning and Asset Protection Planning Newsletters and the Florida Bar Journal. He is also the author of the Federal Income Taxation of the Business Entity Chapter of the Florida Bar's Florida Small Business Practice, Seventh Edition. Mr. Denicolo received his B.A. and B.S. degrees from Florida State University, his J.D. from Stetson University College of Law and his LL.M. (Estate Planning) from the University of Miami. His email address is christopher@gassmanpa.com.

Brandon L. Ketron, CPA

Brandon L. Ketron is a partner at Gassman, Crotty & Denicolo, P.A. in Clearwater, Florida. His practice areas include Estate Planning, Taxation, Corporate and Business Law.

Mr. Brandon L. Ketron, graduated from Roanoke College, Class of 2012,B.B.A., cum laude Stetson University College of Law, Class of 2015, J.D.,and cum laude, University of Florida, Class of 2016, LL.M, Taxation.

Brandon is also a Certified Public Accountant and is a contributing author of several books, Leimberg Information Services (LISI) newsletters, and Forbes articles.