Strategies and Hypotheticals for 2026 Cliff Planning & 10 Cool Things About EstateView Software

Gassman, Crotty & Denicolo, P.A.
1245 Court Street
Clearwater, FL 33756

0:00 - Introduction
1:26 - CPE Credit
2:15 - Upcoming Events
2:48 - EstateView
3:48 - Estate Tax Law
7:33 - Joey's Background
8:08 - BEA Order of Use
9:58 - Mrs. Jones Example
11:48 - Step Transaction Doctrine
16:20 - Illustrating the "Burn"
24:53 - Way to Reduce the "Burn"
29:07 - Polling Question
30:20 - Installment Sales
34:58 - Biden 2-Step
40:36 - Polling Question
41:35 - Q-TIP Trust
54:45 - Polling Question
55:59 - Polling Question
57:12 - Married Couple Example
01:03:43 - EstateView
01:04:05 - EstateView Large Gift
01:12:24 - EstateView Installment Sale
01:16:09 - EstateView Tour
01:19:30 - EstateView Life Expectancy
01:19:54 - EstateView Life Insurance
01:20:53 - EstateView RMD
01:24:11 - EstateView Monte Carlo
01:25:41 - EstateView NEST
01:28:24 - EstateView News
01:29:01 - EstateView SCIN
01:36:19 - EstateView Private Annuity
01:41:35 - Conclusion