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The Completed Gift Self-Settled Non-Grantor Trust: The New Tax Act Opens the Door for Clients to Avoid State Income Tax and Be a Beneficiary!”



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Residents of states with a state income tax are scrambling to find ways to deduct state income tax against federal income tax now that the state and local income tax deduction is limited to $10,000 per year.  One option is to set up an ING Trust which is also known as an Incomplete Gift Non-Grantor Trust.  However, the new $11.18 million federal gift tax exemption has opened the door to an alternative technique, one which is the better alternative for many of our clients.  This alternative technique is a Completed Gift Self-Settled Non-Grantor Trust. 

Join nationally renowned estate planning attorneys Steve Oshins and Bill Lipkind as they explain this technique and how and when to use it.  In this webinar, you will learn:

 

  • How an ING Trust works
  • How Congress opened a wide door for this planning with the 2017 Tax Act
  • The differences between an ING Trust and a Completed Gift Self-Settled Non-Grantor Trust
  • How, when and where to use the Completed Gift Self-Settled Non-Grantor Trust
  • How to obtain an additional $10,000 state and local tax deduction in the trust
  • How to use these trusts to sprinkle taxable income into lower federal tax brackets
  • How to obtain an additional $157,500 of IRC 199A pass-thru business deduction in the trust
  • How to obtain estate inclusion and why we often want estate inclusion
  • 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 one of the 24 “Elite Estate Planning Attorneys” in America by The Trust 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.

William D. Lipkind, chair of the Tax Planning & Controversies practice at Wilson Elser and a partner in the firm’s New Jersey office, concentrates his practice on the representation of high-net-worth individuals and entrepreneurs. He is especially active in federal, state and international income and estate tax planning, wealth preservation, business transactional matters and asset protection. Bill received degrees from Cornell University (B.A. 1964), Harvard University (J.D. 1967) and New York University (LL.M. in Taxation 1972). He has published numerous articles, including with LISI, been named for inclusion in Super Lawyers and as a Top Attorney in New Jersey, lectured extensively before professional and lay organizations, and has been featured on television and quoted in financial and news publications.


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