The Dynasty Trust:
It’s Not Just for Estate Tax Planning Anymore!

You may have heard about, know about or even use “Dynasty Trusts” in your clients’ estate planning.  Regardless, there is a big misconception about these trusts, that their major purpose is to achieve estate tax generation skipping - - and that, with the high current estate tax exemption, Dynasty Trusts are no longer as popular or useful as an estate planning vehicle.

Wrong!

There are lots of reasons that most of your clients should have Dynasty Trusts, ones that you (or your competitors) are probably overlooking!

Join us and nationally renowned estate and asset protection planning attorney Steven J. Oshins, J.D., AEP (Distinguished)  for a special 60 minute presentation entitled, “The Post-2012 Dynasty Trust: How It Differs”.  On this basic/intermediate level program, you’ll learn:

  • The new interplay between estate tax planning and income tax planning, using Dynasty Trusts
  • How to best design and draft a Dynasty Trust for maximum creditor and divorcing spouse protection
  • Which jurisdictions have the strongest Dynasty Trust laws
  • Ways to save both federal and state income and capital gains taxes using a Dynasty Trust
  • How to build in the flexibility to amend an “irrevocable” Dynasty Trust when later laws, facts and circumstances, or the trust maker’s desire change!
  • Program Title: The Post-2012 Dynasty Trust: How It Differs
  • Speaker:
  • Duration: 60 Minutes

Steven J. Oshins

J.D., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory and is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America®, an honor given to only one lawyer.  He was voted into the NAEPC Estate Planning Hall of Fame® and was inducted in 2011.  He has been named one of the Top 100 Attorneys in Worth, one of Southern Nevada’s Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category.

Steve has been featured and/or quoted in many media publications including, among others, The Wall Street Journal, Forbes, Bloomberg, Financial Times, Kiplinger’s, Registered Rep, Private Wealth, The Trust Advisor, Investment News and Lawyers Weekly USA. He was interviewed by former Good Morning America Co-Host Joan Lunden for a dynasty trust DVD that has been distributed nationally by financial planners and life insurance agents since early 2009.

He has authored numerous estate planning and asset protection articles in magazines such as Estate Planning, Trusts & Estates, LISI, Probate & Property, Journal of Financial Service Professionals, The Monthly Digest of Tax Articles, CCH Estate Planning Review, Asset Protection Journal, Tax Management Estates, Gifts and Trusts Journal, as well as others. Steve received an EPIC Award as Best Young Author from Trusts & Estates magazine in 1998.  He is also a frequent lecturer nationally on advanced estate planning and asset protection techniques, including lecturing at the Heckerling Institute on Estate Planning.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada. In the 2001 legislative session, he co-authored Nevada’s charging order law for limited liability companies and limited partnerships, making the charging order the exclusive remedy for a judgment creditor under Nevada law. He co-authored a change to that law in the 2003 legislative session that enhanced the 2001 version of the Nevada law and then again co-authored another charging order bill  in the 2011 legislative session which included statutorily protecting single member LLCs with charging order protection and statutorily disallowing any equitable remedies to apply to Nevada limited liability companies, limited partnerships and corporations (except for the alter ego theory which still applies to corporations). In the 2005 legislative session, Steve authored Nevada’s 365-year rule against perpetuities law that now allows people to set up 365-year dynasty trusts in Nevada. He authored a law creating a new form of business entity called the Restricted LLC and Restricted LP in the 2009 legislative session making Nevada the first state to offer these favorable laws that allow for significantly higher valuation discounts than are allowed under any other state law.

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.

Reviews

  1. Helen Atter, Attorney

    Excellent coverage of materials. Really enjoyed the program.

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