Home An Introduction to Select Estate Planning and Asset Protection Strategies

An Introduction to Select Estate Planning and Asset Protection Strategies


“While there are hundreds of different factors and laws that estate planning professionals must consider and apply when appropriate, the vast majority of estate plans boil down to appropriate use of basic concepts, patterns and structures that Floridians and their advisors can apply to facilitate appropriate protective planning.” This CLE covers the concepts, patterns, and structures needed to craft an estate planning and asset protection strategy.

Alan S. Gassman is a practicing lawyer and author based in Clearwater, Florida. Mr. Gassman is the founder of the firm Gassman Law Associates, P.A., which focuses on the representation of physicians, high net worth individuals, and business owners in estate planning, taxation, and business and personal asset structuring.

Mr. Gassman is the lead author on Bloomberg BNA’s Estate Tax Planning and 2011 and 2012, The Annihilation of Wealth 2013, Florida Creditor Protection, The Florida Physician Advertising Handbook and The Florida Guide to Prescription, Controlled Substance and Pain Medicine Laws, among others.

Mr. Gassman is a frequent speaker for continuing education programs, and is a prolific author for publications such as Bloomberg BNA Tax & Accounting, Estates and Trusts Magazine, Estate Planning Magazine, The Florida Bar Journal and Leimberg Estate Planning Network (LISI). He is also a commentator for LISI and is a past President of the Pinellas County Estate Planning Counsel.

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 for the National Association of Estate Planners & Councils.