Have You Heard of the

New Hybrid DAPT?

Whether or not you are using DAPTs (Domestic Asset Protection Trusts) in your practice, the new Hybrid version of the traditional DAPT may give you a huge advantage over other practitioners and become a real game changer for you and your clients.

Normally, in order to maximize asset protection (plus estate tax reduction), a client sets up a traditional, irrevocable DAPT that he or she is not a beneficiary of.  But what if the client wants or needs to directly access the trust assets later?  The Hybrid DAPT now solves this problem!

Nationally renowned attorney Steve Oshins, famous for his creative estate tax and asset protection planning strategies, will break down this new Hybrid Domestic Asset Protection Trust technique in plain-English, so that you may start using it right away for your clients and prospects.

Join us and Steve Oshins for a straightforward program entitled, “The Hybrid DAPT (Domestic Asset Protection Trust)”.

On this 60-minute presentation, Steve will address…

  • What is a Domestic Asset Protection Trust and how does it work?
  • What’s the difference between Third-Party and Self-Settled DAPTs and what’s the advantage of one being able to turn into the other?
  • What is a “Hybrid DAPT” and why is it so much better than other DAPTs?
  • How can you use a Hybrid DAPT to provide asset protection and save estate taxes for your clients but yet still enable them to access the trust assets?

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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