Do You Know

How To Save Your Clients Income Taxes

With a Non-Grantor Trust?

Many of your clients already have non-grantor trusts.  Some are Credit Shelter Trusts.  Some are Irrevocable Life Insurance Trusts after the settlor has died.  And you may, in the future, establish irrevocable trusts for your clients for lots of other estate planning or asset protection reasons - - that you may design as non-grantor trusts.

Unfortunately, most non-grantor trusts cause income to be taxed at the highest brackets.  However, a non-grantor trust can be used to save substantial federal and state income taxes, if you know how to maneuver the trust to do so!

Join us, tax and asset protection attorney, Steve Oshins, and nationally renowned tax expert and CPA, Robert Keebler, for a re-broadcast of our popular 2015 presentation entitled, “Saving Federal and State Income Taxes using a Non-Grantor Trust”.

Steve and Bob will explain how to properly plan and use non-grantor trusts to save your clients significant taxes each year.  This presentation will be worthwhile for attorneys and CPAs, as well as life insurance advisors, investment advisors and trust officers.

On this teleconference, you will learn:

  • How a Non-Grantor Trust is taxed either as a “simple” or “complex” trust
  • Why the concept of “DNI” and the “65 day rule” are so important - - and how to use them to your clients’ advantage!
  • Different strategies for reducing the federal income tax
  • Techniques that can be used to also avoid unnecessary state income taxes
  • How to shift income into lower tax brackets
  • How to distribute capital gain property to shift income
  • How to use decanting to change state situs, apply lower state income tax rates and influence what is DNI (and in turn lower both federal and state income taxes!)
  • You’ll even receive a copy of Steve Oshins’ 50 State Income Tax Chart!

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

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.

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