Posts by Kristina Schneider
FREE Hybrid Domestic Asset Protection Trust Client Acquisition Slideshow
Nationally renowned estate and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), has released a FREE Hybrid Domestic Asset Protection Trust (“Hybrid DAPT”) client acquisition slideshow. Whether you’re an attorney, CPA, financial advisor, life insurance agent or trust officer, spend less than 8 minutes to check out this slideshow and use this free tool…
Read MoreHelpful Resources for Executing Documents During Pandemic
EDITOR’S NOTE: Many estate planners are grappling with how to execute documents without an in-person client meeting and yet still have them considered valid. This article helps shed some light on this issue. Thank you to attorney, Susan K., for passing along this fantastic article to us. Application of the Harmless Error Doctrine in California…
Read MoreThe 11th Annual DAPT State Rankings Chart Released!
By Steven J. Oshins, Esq., AEP (Distinguished)It’s that time of year again! The time when estate planners hold their breath, anxiously awaiting the release of the Annual Domestic Asset Protection Trust State Rankings Chart. Where will their favored jurisdiction land? The 11th Annual Domestic Asset Protection Trust State Rankings Chart was created to serve as a single…
Read MoreLeimberg Information Services
We get a lot of people who contact us and search our website for Leimberg Information Services, so we thought that we’d take the time to explain. First, we are two completely different companies. Leimberg Information Services, Inc. (“LISI”) is the home of nationally renowned estate planning legend, Stephan Leimberg. They have a subscription newsletter…
Read MoreWhat Things You Can Learn From (and During) This Crisis
By Kristina Schneider, Practice-Building & Marketing Specialist There’s no denying that what we are all experiencing right now is certainly uncharted territory and unlike anything any of us have ever gone through. And, while the news reports and uncertainty that we may be surrounded by right now may create a lot of stress and concern,…
Read MoreHow the Hybrid Domestic Asset Protection Trust Has Changed the Entire Asset Protection Industry
By Steven J. Oshins, Esq., AEP (Distinguished) The Different Asset Protection Options There are three main trust options: Domestic Asset Protection Trusts (“DAPTs”), Foreign Asset Protection Trusts (“FAPTs”) and Hybrid Domestic Asset Protection Trusts (“Hybrid DAPTs”). Domestic Asset Protection Trusts A traditional DAPT is an irrevocable trust set up under the laws of one of…
Read MoreCongratulations to Steve & Elena Oshins!
We wanted to extend our sincerest congratulations to our fellow colleague, Steve Oshins, and his wife, Elena. On Wednesday, March 25th at 1:46am, they welcomed a brand new baby girl into the world—Tiffany Alexis Oshins. Both mom and baby are doing great! Steve and Elena are enjoying their time as parents to their beautiful baby…
Read MoreTop 6 Strategies for Managing Interruptions in the Workplace
Download Printable Article By Kristina Schneider, Executive Assistant Check out these startling statistics about interruptions in the workplace! According to a study conducted by University of California, Irvine, people spend an average of 11 minutes on a project before they are interrupted and it takes them on average 25 minutes to get back to the…
Read MoreThe New IRC 199A Pass-Thru Business Deduction: Applying the 28.57% Magical W-2 Formula
By Steven J. Oshins, Esq., AEP (Distinguished) The greatest opportunity business owners received from the Trump Tax Act is the new IRC 199A pass-thru business deduction. This deduction allows certain taxpayers to deduct 20% of their Qualified Business Income. However, not every taxpayer can receive this deduction, so estate planners have a huge opportunity to…
Read MoreThe SECURE Act: Everything You Need to Know (and How to Advise Your Clients!)
On December 20, 2019, President Trump signed a spending bill which had attached to it a piece of legislation that much of the estate, tax and financial world has been anxiously awaiting for an update on called the “Setting Every Community Up for Retirement Enhancement Act of 2019” (or “SECURE Act”). The SECURE Act went…
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