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2019 NING Trust Update: Saving Significant State Income Taxes for Your Clients in High State Income Tax Jurisdictions



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The SALT deduction now limits the deductibility of state & local taxes paid to only $10,000 per year.  This relatively recent change in the law has made state income tax planning arguably the most important area of practice.  The stakes are much, much higher for our clients who pay large amounts of state income taxes because their deductibility is now so limited.  To combat this problem, practitioners often use a Nevada Incomplete Gift Non-Grantor Trust, also commonly known as a NING Trust.   Join nationally-known estate planning attorney Steve Oshins as he explains the state income tax problem and how and why a NING Trust works to solve the problem.  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 March 22nd at 3pm ET for this easy-to-understand webinar.

 

In this webinar, you will:

 

·       Learn why state income taxes paid are now only deductible up to $10,000 per year

·       Explore the NING Trust strategy in detail so you can explain it to clients

·       Go through details of how to design a NING Trust to avoid gift taxes and to avoid state income taxes

·       Learn about four different big opportunities

·       Discover where a NING Trust can even help a resident of a state without a state income tax

·       Find out how a NING Trust can increase the amount of exemption against federal capital gains taxes for a sale of certain C corporations

·       Learn how to use a NING Trust to sprinkle taxable income into lower federal and state income tax brackets

·       Explore the minute details about who can serve in each fiduciary and non-fiduciary role

·       And much more!



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Steven J. Oshins, Esq. is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named the “Top Estate Planning Attorney of 2018” and one of the 24 “Elite Estate Planning Attorneys” in America by The Wealth Advisor and one of the Top 100 Attorneys in Worth. Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada.


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