The Trump-Era Dynasty Trust: Dynasty Trusts During and After President Trump's Reign
Recording and Slides are Available Here .
The Dynasty Trust is an integral part of any estate planner's practice. But not all Dynasty Trusts are created equal. There are different ways to design and draft a Dynasty Trust. Which situs should be used, and why? How do we design an irrevocable Dynasty Trust to provide the greatest degree of beneficiary control and the greatest degree of creditor and divorce protection, yet at the same time provide for flexibility to make changes? And what might Congress and President Trump do to Dynasty Trusts, and how can we take advantage of opportunities that might be provided by the Trump Tax Plan? This presentation is a must for every attorney, CPA, financial advisor and trust officer who wishes to have a solid understanding of the Dynasty Trust concepts. Join Steve Oshins on Friday, December 1st at 3pm ET when he will provide the audience with a background in these areas.
In this webinar, he will:
· Describe the basics of a Dynasty Trust so that even an attendee who is new to this subject matter has a solid foundation
· Explain the differences among some of the leading Dynasty Trust jurisdictions
· Summarize how a Dynasty Trust can best be drafted for maximum creditor and divorce protection
· Provide details about many of the ways an estate planner can best utilize a Dynasty Trust given the high estate tax exemption
· Demonstrate how protective a third-party discretionary trust can be
· Reveal creative income tax bracket shifting opportunities, as well as income tax basis step-up strategies
· And much more!
Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or – if for any reason you can’t view it then – we’ll automatically provide you with a link within 24 hours – to view it at your convenience as many times as you’d like.
Note:There will be no CE for Steve's webinar.
There will be no CE for this webinar
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