Do You Have Clients
Who Would Like
Greater Asset Protection
and Lower Income Taxes?
Trusts can be powerful tools for achieving these objectives. Unfortunately, most planners automatically use their client’s home jurisdiction for all trusts. But is this always the best choice? And what opportunities are you missing by failing to consider using other states’ trust laws?
There are certain states that can provide income tax savings opportunities, while also affording stronger creditor protection and better dynasty trust laws to save estate taxes. Imagine how profitable your practice will become if you are one of the only planners in your jurisdiction who is taking advantage of these enhancements. Talk about setting yourself apart from the competition!
Whether you are an attorney, a CPA, a life insurance agent, a financial planner or a trust officer, join us and nationally renowned estate and asset protection planning attorney Steve Oshins for a plain-English, straightforward presentation titled, “Using Out-of-State Trusts to Enhance your Practice”.
On this 60-minute presentation, you will learn…
- How the traditional Domestic Asset Protection Trust can be used and made even better by the Hybrid version
- The advantages in selecting another state’s dynasty trust laws
- How to decant an irrevocable trust and what advantages exist in the more flexible decanting jurisdictions
- How to save state income taxes for undistributed trust income and how often this opportunity is overlooked by planners
- How a NING Trust works and how it saves state income taxes
- Program Title: Using Out-of-State Trusts to Enhance your Practice
- Speaker: Steven J. Oshins
- Duration: 60 Minutes
Purchase
Includes: Immediately downloadable handout materials and MP3 audio recording. Duration: 60 mins.
SKU SJO072016ODSP
ABOUT THE SPEAKER
Steven J. Oshins
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.