Do You Have Clients

Who Live in a High State Income Tax Jurisdiction?

Now that the estate tax exemption has increased, there is a much greater emphasis on saving your clients income taxes, not just federal taxes but state taxes too.  Whether you’re an attorney, an accountant, a financial planner, a life insurance advisor or a trust officer, you need to know about a powerful planning tool - - one that almost no one else does and will set you apart from the competition - - the “NING” (Nevada Incomplete Gift Non-Grantor Trust)!

You need to know:

  • How a NING Trust works and which clients are good candidates for it
  • The legal authority for the NING Trust, including an in-depth understanding of all important IRS Private Letter Ruling 201310002
  • The basic rules on state taxation of trusts, with an emphasis on states with high state income tax rates
  • Why the NING Trust must provide protection from creditors in order to save state income taxes
  • Why there are no adverse gift taxes to the client who funds the trust
  • How the client’s existing wealth advisors can continue to invest the trust assets, with even more latitude since there is no state income tax
  • A plain-English breakdown of the essential terms of the NING Trust and numerical examples so you can explain this to potential clients - - and become their favorite professional!

Join us and nationally renowned estate and asset protection planning attorney, Steve Oshins  for a plain-English, straightforward, 60-minute  presentation entitled, “The NING Trust: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdiction”.

  • Program Title: The NING Trust: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions
  • 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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