Imagine If You Could Modify and Upgrade
Virtually Every Irrevocable Trust!

Whether you’re a CPA, financial advisor, life insurance agent or estate planning attorney, you inevitably run across clients who have an existing “Exemption Trust” (from their deceased spouse) or another Irrevocable Trust they’ve set up and they want to:

  • Change the Trustee (or Successor Trustee)
  • Change the beneficiaries
  • Change their shares or how and when they will receive them
  • Reduce federal and state income taxes on trust income
  • Increase the asset protection for themselves or their beneficiaries
  • Get a set-up in basis of the trust assets when they die

In the past, you’d probably tell that client, “Sorry, there’s nothing you can do because the trust is irrevocable and non-amendable!”  But now you’ve got a solution, called “decanting”.

You may have heard about this new, cutting-edge estate planning technique called “decanting” that can effectively amend or rewrite an existing irrevocable trust - - but what do you really know about it? 

There is no doubt that decanting, which is basically, pouring the assets of an existing trust into a new one, can be tremendously beneficial for you and your clients.

But, as with most estate and tax planning concepts, it’s important that you thoroughly understand it before that you recommend and implement it for your clients.

That’s why we have enlisted the help of nationally renowned advanced estate planning and asset protection attorney, Steve Oshins, J.D., AEP (Distinguished) and nationally renowned income, gift and estate tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.  Please join us for a very special 2-part presentation series entitled, “Everything You Need to Know About Decanting an Irrevocable Trust”.

On Part 1 of this series, Steve will cover the following:

  • All of the right situations and reasons for decanting
  • How decanting actually works
  • How decanting rules vary from jurisdiction to jurisdiction
  • The potential opportunities for you to expand your practice and help your clients with decanting
  • And much more!

Then, join us the next day for Part 2, where Bob will cover the following:

  • The potential tax implications of decanting (including adverse tax consequences if you do it wrong!)
  • What’s the little known impact of IRS Notice 2011-101
  • Income tax issues (both federal and state) to address and avoid, including recognition of untaxed income when changing grantor trust status and the impact on NOLs and QSST status
  • Gift tax issues, including what changes may create a gift by the trustee or beneficiaries
  • Estate tax issues, including when marital or charitable deductions may be lost, or estate tax inclusion caused
  • Generation skipping transfer tax issues, including possible loss of exempt status
  • And much more!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recordings. PDF transcripts may be added on for an additional fee during the checkout process.

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

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., 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 has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.


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.

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.