Ranking the Dynasty Trust Jurisdictions:
Which States are Best?
The estate and gift tax clock is ticking...The window of opportunity to use the $5.12 million gift tax exemption is now down to a number of months. Many of your clients should be making gifts before the clock strikes zero. Most of these gifts should be made to Dynasty Trusts.
Attorney Steve Oshins, well-known for his annual Domestic Asset Protection Trust State Rankings Chart, for the first time ever has now also ranked the Dynasty Trust jurisdictions. (To download Steve's newly released Dynasty Trust Jurisdictions Rankings Chart, click here).
Which jurisdictions lead the pack? Trust promoters in the so-called Tier 1 and Tier 2 jurisdictions each claim that their own jurisdiction is best. But they can’t all be right! Certain jurisdictions are better than others. Some jurisdictions are overrated. Other jurisdictions are underrated. And even though Steve resides in Nevada and was the author of Nevada’s Dynasty Trust law, he doesn’t rank Nevada #1!
Once you understand the material differences among the different Dynasty Trust jurisdictions, you'll have a big edge over the competition and be able to demand and receive substantially higher fees!
Join us and nationally renowned estate planning and asset protection planning attorney Steve Oshins for a plain-English, straightforward presentation entitled, "Ranking the Dynasty Trust Jurisdictions: Which States are Best?"
On this 60-minute program, Steve will cover...
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What is a Dynasty Trust and how does it work?
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How to carefully design the Dynasty Trust's distribution provisions so you can best protect the trust assets from creditors!
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Which Dynasty Trust jurisdictions have no state income tax on trusts, have a long perpetuities period and protect the trust assets from divorcing spouses?
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Which Dynasty Trust jurisdictions also have strong self-settled asset protection trust laws?
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How the Dynasty Trust can be set up in a jurisdiction with more favorable perpetuity laws - - directly from the author of Nevada's 365-year Dynasty Trust law!
PROGRAM DETAILS:
Title: Ranking the Dynaty Trust Jurisdictions: Which States are Best?
Duration: 60 minutes
Cost: $129 for Immediate Download / $179 for Printed Materials & CD
Speaker: Steven J. Oshins, Esq., AEP (Distinguished)
Purchase Includes: Handout Materials and Audio Recording
Frequently Asked Questions
HOW TO PURCHASE:
Online: Purchase online - - it's fast, safe and convenient! Choose one of the options below.
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IMMEDIATE DOWNLOAD
Includes: PDF Handout Materials & MP3 Audio Recording
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$129
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PRINTED MATERIALS & DISC
Includes: Printed Handout Materials and CD-ROM containing PDF version of handout materials and audio recording
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$179 + S&H
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By Phone: Call us at 1-866-754-6477
*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh and Steven J. Oshins, Esq. |