Ranking the Dynasty Trust Jurisdictions:
Which States are Best?
The estate and gift tax clock is ticking…The window of opportunity to use the $5.12 million gift tax exemption is now down to a number of months. Many of your clients should be making gifts before the clock strikes zero. Most of these gifts should be made to Dynasty Trusts.
Attorney Steve Oshins, well-known for his annual Domestic Asset Protection Trust State Rankings Chart, for the first time ever has now also ranked the Dynasty Trust jurisdictions.
Which jurisdictions lead the pack? Trust promoters in the so-called Tier 1 and Tier 2 jurisdictions each claim that their own jurisdiction is best. But they can’t all be right! Certain jurisdictions are better than others. Some jurisdictions are overrated. Other jurisdictions are underrated. And even though Steve resides in Nevada and was the author of Nevada’s Dynasty Trust law, he doesn’t rank Nevada #1!
Once you understand the material differences among the different Dynasty Trust jurisdictions, you’ll have a big edge over the competition and be able to demand and receive substantially higher fees!
Join us and nationally renowned estate planning and asset protection planning attorney Steve Oshins for a plain-English, straightforward presentation entitled, “Ranking the Dynasty Trust Jurisdictions: Which States are Best?”
On this 60-minute program, Steve will cover…
- What is a Dynasty Trust and how does it work?
- How to carefully design the Dynasty Trust’s distribution provisions so you can best protect the trust assets from creditors!
- Which Dynasty Trust jurisdictions have no state income tax on trusts, have a long perpetuities period and protect the trust assets from divorcing spouses?
- Which Dynasty Trust jurisdictions also have strong self-settled asset protection trust laws?
- How the Dynasty Trust can be set up in a jurisdiction with more favorable perpetuity laws - - directly from the author of Nevada’s 365-year Dynasty Trust law!
- Program Title: Ranking the Dynasty Trust Jurisdictions: Which States are Best?
- 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.