Clarkston Capital

March Program Meeting

Date: Monday, March 4, 2024
Time: 4:45pm - 7:30pm
Location: Phoenix Children's Hospital, 1919 E. Thomas Road, Phoenix, AZ 85016
Speaker: Alan S. Gassman, JD, LL.M. AEP®

Thank you to our sponsor.

 

Reminder: This program meeting will be held at Phoenix Children's Hospital. There is a main parking garage off of the E. Thomas Road entrance, Lot 2. You will be greeted in the main lobby and checked in, and then directed to the event location. Click here for a map.

Seating is limited.

Topic: Highly Effective But Lesser Known Charitable Planning Strategies

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.


RSVP must be received by 12:00 noon on Wednesday, February 28, 2024. Registration will close at this time.


Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.


Schedule

  • 4:45 p.m. Networking, hospital tours experiences
  • 5:45 p.m. Begin seating, buffet dinner
  • 6:10 p.m. Opening remarks from CAEPC, introduction from Hospital representative
  • 6:30 p.m. Presentation by Alan Gassman
  • 7:30 p.m. Program Concludes

EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


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