The Grantor Retained Annuity Trust:
Significant Estate Tax Savings with
Nearly ZERO Gift Tax Risk!
You may be making a terrible mistake. GRATs are among the lowest risk, but highest payoff, gift and estate tax planning techniques available. Unfortunately, most advisors misunderstand and underutilize GRATs. But this can be fortunate for you and make you a “hero” to your prospects and clients if you know how to spot opportunities for GRATsand how to simply explain them.
Join us and nationally renowned estate planning and asset protection attorney Steve Oshins for a plain-English, straightforward presentation titled, “The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk”. It will provide you what you “need to know” about GRATs - - so you can increase your revenue!
On this 60-minute program, Steve will not only cover the basics, but also some unique “twists”, like…
- How to clearly understand and articulate the basic GRAT concept to clients and prospects
- How to move millions out of clients’ estates - - taking almost ZERO gift tax risk!
- Some of the “tricks” in structuring short-term or longer-term GRATs
- How to use the GRAT in combination with the “Restricted LLC” to explode its benefits!
- How to successfully “close” more GRAT engagements - - and generate more fee and commission income!
- Program Title: The Grantor Retained Annuity Trust: Significant Estate Tax Savings with Nearly Zero Gift Tax Risk
- Speaker: Steven J. Oshins
- Duration: 60 minutes
ABOUT THE SPEAKER
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.