The Grantor Retained Annuity Trust:
Significant Estate Tax Savings with
Nearly ZERO Gift Tax Risk! 

You may be making a terrible mistake. GRATs are among the lowest risk, but highest payoff, gift and estate tax planning techniques available. Unfortunately, most advisors misunderstand and underutilize GRATs. But this can be fortunate for you and make you a “hero” to your prospects and clients if you know how to spot opportunities for GRATsand how to simply explain them.

Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a plain-English, straightforward presentation titled, “The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk”. It will provide you what you “need to know” about GRATs - - so you can increase your revenue!

On this 60-minute program, Steve will not only cover the basics, but also some unique “twists”, like…

  • How to clearly understand and articulate the basic GRAT concept to clients and prospects
  • How to move millions out of clients’ estates - - taking almost ZERO gift tax risk!
  • Some of the “tricks” in structuring short-term or longer-term GRATs
  • How to use the GRAT in combination with the “Restricted LLC” to explode its benefits!
  • How to successfully “close” more GRAT engagements - - and generate more fee and commission income!
  • Program Title: The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk
  • Speaker:
  • Duration: 60 minutes

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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