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Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description



Thursday March 8

3:00 PM EDT - 4:30 PM EDT -

Estate or tax planning attorneys, CPAs and financial advisors will benefit by joining us for “Estate Planning After Tax Reform” a presentation by Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA and Steven J. Oshins, J.D., AEP (Distinguished), prominent asset protection, tax and estate planning professionals. This simply is a "must see" webinar series for all practitioners. 

Bob and Steve will be covering the following topics.

·       Acquire new GST and Dynasty Trust Planning Strategies

·       Learn how to use a NING Trust to avoid state income taxes

·       Planning life insurance after Tax Reform

·       Understand how to save federal and state income taxes by decanting an irrevocable trust

·       Use GRATs and avoid the low basis gift trap to shift growth and retain estate inclusion

·       Add to a GPOA by decanting and reforming trusts

·       Time gifts for older clients to pass the sunset

·       Understand the 20% small business deduction

·       Huge changes to the taxation of C-Corps from an estate planners perspective

·       Changes to planning, drafting and administration of estates to include doubling the Gift, Estate and GST Exemption

·       The Mathematics of Estate Planning:  Income Tax Basis vs. the Estate Tax

·       Prepare for the 2026 Sunset of the increased exemption

·       Work with NINGs and other Non-Grantor Trusts

·       Changes to the tactical and strategic use of CRTs, CLTs, NINGs, Non-Grantor Trusts and Partnerships

·       Discover the impact Tax Reform will have on Trusts and Estates

·       Learn to reduce audit risk with the proper timing of gifts and the use of overflow devices and  Wandry clauses

·       Plus a great deal 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.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.


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