INSTANT DOWNLOAD: “A Trust Decanting Update”

Think Irrevocable Means Permanent? Think Again.

Unlock the Power of Decanting (A Game-Changing Strategy Every Estate Planner Must Know)

For years, irrevocable meant exactly that—unchangeable. But thanks to modern trust decanting statutes, that’s no longer the case in most states.

Now, trustees can legally “pour” trust assets into a newly crafted irrevocable trust—with better terms, better protection, and better tax results—for the benefit of the same beneficiaries.

That’s a game changer for your clients—and your practice.

Join nationally renowned asset protection and decanting expert, Steve Oshins, J.D., AEP (Distinguished), for this powerful 58-minute presentation entitled, “A Trust Decanting Update” (from 2023 and still relevant).

You’ll discover:

✅ What decanting is and who holds the power.
✅ Key differences among state decanting statutes.
✅ How to shield trust assets from creditors.
✅ Income tax savings strategies using decanting.
✅ What to do in states without decanting laws.
✅ Creative ways to fix, improve, or supercharge existing trusts.

This is no longer just a niche solution—it’s becoming a must-have strategy for proactive advisors, attorneys, CPAs, and fiduciaries.

Your purchase includes an instantly accessible video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.

📌 Important Note:
Although this presentation was recorded in 2023, the strategies and planning concepts shared remain highly relevant and applicable today, according to the speaker.