Class Two: Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption ::
Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
Recording and Slides are Available Here .
Lawyer’s Transition Boot Camp: 5-Part Series Teaching Estate Planners How They Can Survive & Thrive in an Environment with an $11.18 Million Exemption
The Tax Cuts & Jobs Act of 2017 effectively killed estate liquidity planning for all but the ultra-wealthy. The billable time that was the centerpiece of many thriving estate planning practices is gone and won’t return for the foreseeable future. So, if the estate tax is in fact dead for all but a select few, what can those in the estate planning bar do to replace that lost revenue?
This exclusive five-part LISI webinar is designed to help estate planning attorneys think through some of the difficult issues as they try to navigate their practices through these turbulent times. The webinar faculty represents some of the industry’s brightest stars and smartest business minds. This webinar series is a must for any practitioner or firm that is concerned about the impact the tax bill will have on their practices, and includes the following:
· Class Two: Steve Oshins Wednesday May 9th Class - Integrating State Income Tax Planning for Trusts and Asset Protection Planning into Your Practice
90 Minute Class, plus QA, includes an asset protection PowerPoint for use with clients and advisors. The increased estate tax exemption has shifted many of our practices away from a focus on sophisticated estate tax planning. Two of the most lucrative and rewarding areas of practice that will continue to see a substantial increase in attention are asset protection planning and planning to reduce state income taxes, especially now that there is a $10,000 annual cap on deductibility against federal income taxes. In fact, these are now necessary areas not only for attorneys, but also for accountants, trust officers, life insurance agents and other financial advisors. This webinar will help advisors know how to help their clients in these important areas of practice.
There will be no CE for this webinar
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