Have You Heard of the Hybrid DAPT?
Whether or not you are using DAPTs (Domestic Asset Protection Trusts) in your practice, the Hybrid version of the traditional DAPT will give you a huge advantage over other practitioners and become a real game changer for you and your clients. In fact, the Hybrid DAPT has changed the entire asset protection industry and become the leading asset protection technique.
Normally, in order to maximize asset protection, a client sets up a traditional, irrevocable DAPT where he or she is a beneficiary. However, there still isn’t much case law saying yes, this works or no, this doesn’t work. But what if the client wants the highest level of asset protection, but also may need to access the trust assets later? The Hybrid DAPT solves this problem!
Nationally renowned attorney Steve Oshins, famous for his creative estate tax and asset protection planning strategies, will break down the Hybrid Domestic Asset Protection Trust technique in plain-English, so that you may start using it right away for your clients and prospects.
This is why, Steve Oshins, J.D., AEP (Distinguished), has put together a straightforward presentation entitled, “The Hybrid DAPT (Domestic Asset Protection Trust)”.
On this 60-minute program, 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 more protective than other DAPTs?
- How can you use access the assets owned by the Hybrid?
- And much, much more!
Your purchase includes: Downloadable PDF handout materials and MP4 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.
- Program Title: The Hybrid DAPT
- Speaker: Steven J. Oshins
- Duration: 60 minutes
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ABOUT THE SPEAKER
Steven J. Oshins
Esq., AEP (Distinguished)
Steve Oshins, 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 was named one of the 24 “Elite Estate Planning Attorneys” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020, 2022 and 2024. He can be reached…
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.