The Tax Cuts and Jobs Act of 2017 made sweeping changes to the Dynasty Trust landscape.  Suddenly, the federal estate tax exemption was doubled.  Therefore, Dynasty Trusts are no longer focused on federal estate tax savings.  So where do we shift our focus?  Join nationally-known estate planning and asset protection attorney Steve Oshins as he explains why he is using more Dynasty Trusts than ever before.  Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar.  In total, you will have 90 minutes of exciting, informative discussion.   Join Steve Oshins on June 28th at 3pm ET for this easy-to-understand webinar.

 

In this webinar, you will:

 

·       Learn six key reasons why Staggered Distribution Trusts should never be used

·       Explore the many opportunities that we now have using Dynasty Trusts for income tax bracket shifting

·       Learn how to draft a Dynasty Trust so that the underlying assets are protected from creditors and divorcing spouses of the beneficiaries

·       Discover why you should not use health, education, maintenance and support for distributions

·       Find out which trust jurisdictions are the best and why

·       Hear about Steve’s annual Dynasty Trust State Rankings Chart as Steve demonstrates why certain jurisdictions are overrated or underrated

·       Explore the reasons to sometimes use the client’s home state as the trust jurisdiction rather than use a top-tier state

·       Listen to income tax basis step-up opportunities that are lost when not using a Dynasty Trust

·       Learn how to communicate this to clients so clients hire you

·       And much more!

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.