Do You Know
How To Save Your Clients Income Taxes
With a Non-Grantor Trust?
Many of your clients already have non-grantor trusts. Some are Credit Shelter Trusts. Some are Irrevocable Life Insurance Trusts after the settlor has died. And you may, in the future, establish irrevocable trusts for your clients for lots of other estate planning or asset protection reasons - - that you may design as non-grantor trusts.
Unfortunately, most non-grantor trusts cause income to be taxed at the highest brackets. However, a non-grantor trust can be used to save substantial federal and state income taxes, if you know how to maneuver the trust to do so!
Join us, tax and asset protection attorney, Steve Oshins, and nationally renowned tax expert and CPA, Robert Keebler, for a presentation entitled, “Saving Federal and State Income Taxes using a Non-Grantor Trust”.
Steve and Bob will explain how to properly plan and use non-grantor trusts to save your clients significant taxes each year. This presentation will be worthwhile for attorneys and CPAs, as well as life insurance advisors, investment advisors and trust officers.
On this teleconference, you will learn:
- How a Non-Grantor Trust is taxed either as a “simple” or “complex” trust
- Why the concept of “DNI” and the “65 day rule” are so important - - and how to use them to your clients’ advantage!
- Different strategies for reducing the federal income tax
- Techniques that can be used to also avoid unnecessary state income taxes
- How to shift income into lower tax brackets
- How to distribute capital gain property to shift income
- How to use decanting to change state situs, apply lower state income tax rates and influence what is DNI (and in turn lower both federal and state income taxes!)
- You’ll even receive a copy of Steve Oshins’ 50 State Income Tax Chart!
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
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…
Esq., AEP (Distinguished)
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” 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 and 2022. Steve has…
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.