Special Bundle of 2 Webinars:

Jonathan Gopman and Paul D'Alesandro: Parts 1 and 2: Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know


Avatar
Avatar

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 1 ::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE

CLICK HERE FOR PART 2 Thursday 3PM ET 9/27




Recording and Slides are Available Here.



In their exclusive, two-part LISI webinar, Jonathan Gopman and Paul D’Alesandro will provide planners with a comprehensive review offshore asset protection trusts. They will discuss the important practical concerns of structuring offshore trusts, including what a foreign asset protection trust is and a brief history of such trusts, how to screen clients for use of foreign asset protection trust structures, tax issues with foreign asset protection trusts, planning opportunities with foreign asset protection trusts, appropriate structuring of foreign asset protection trusts, fraudulent transfer and sham trust issues, foreign jurisdictions and case law and statutory related to foreign trusts. The discussion will include a review of the following aspects of foreign asset protection trusts: choice of situs, trustee powers, the use of multiple trustees and bankruptcy and non-bankruptcy challenges to offshore trusts.

Part 1 will cover: 

·      What a foreign asset protection trust is and provide a brief history of such trusts. 

·      How to screen clients for use of foreign asset protection trust structures. 

·      Tax issues with foreign asset protection trusts. 

·      Planning opportunities with foreign asset protection trusts.



There will be no CE for this webinar

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $229 for this bundle of 2 webinars.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $229 $179 for this bundle of 2 webinars.

Forgot Password?

To become a LISI member Click Here



Avatar
Avatar

Structuring Offshore Asset Protection Trusts: What the Sophisticated Advisor Needs to Know : Part 2 :::Click Here for info on the Part 1 and Part 2 BUNDLE PACKAGE




Recording and Slides are Available Here.



Gopman/D’Alessandro: Part II: Foreign (and Domestic) Trusts: Tax Issues and the Impacts of the 2017 Tax Cuts & Jobs Act


In Part II of their exclusive LISI webinar, Jonathan Gopman and Paul D’Alessandro will provide planners with a comprehensive review of the tax and compliance obligations applicable to offshore asset protection trusts, along with the impact of the 2017 Tax Cuts & Jobs Act (the “TCJA”) on the use of asset protection trusts, both domestic and foreign. They will discuss the tax issues with foreign asset protection trusts, including the classification of a trust as domestic or foreign, grantor or nongrantor, and the income tax consequences that flow therefrom. Additionally, they will discuss the information reporting obligations that pertain to foreign trusts, including new compliance campaigns recently released by the IRS concerning foreign trust reporting. The discussion will also include a review of the changes made by the TCJA and how those changes affect the use of domestic and foreign trusts. Topics will include some of the new international provisions of the TCJA (such as GILTI) as well as other income, gift, and estate tax provisions affecting US taxpayers (including section 199A) and some strategies that might be considered in light of tax reform.  

Join Jonathan and Paul for Part II of their webinar where they will discuss:

·        The tax treatment of foreign trusts

·        Compliance issues applicable to offshore asset protection trusts

·        An overview of the new provisions of the Tax Cuts and Jobs Act that will affect foreign trusts (e.g., GILTI)

·        Other provisions of the Tax Cuts and Jobs Act affecting trust planning (including the new 199A proposed regulations)

·        Planning techniques in light of tax reform (DINGs and the SALT deduction, 1202, etc.)



There will be no CE for this webinar



Leimberg Webinar Services





Avatar

Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 5, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode One of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Paul Hood

December 5, 2019 1:00 PM EDT 2:30 PM ET

Modern Basis Planning: Dude, Where’s My Basis?

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 6, 2019 1:00 PM EDT - 2:30 PM ET ET

Tax Differences Between Entities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Two of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 12, 2019 1:00 PM EDT - 2:30 PM ET ET

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

More Info
Avatar Avatar

Michael Fontanini and Jay Judas

December 13, 2019 3:00 PM ET - 4:15 PM ET ET

Three Flexible Trust-Funding Strategies Providing Indirect Future Access

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET ET

Insurance Applications and Sales Opportunities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Three of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of 2 Two

More Info
Avatar

Steve Oshins

December 20, 2019 12:00 PM EDT - 1:30 PM ET

The Restricted Entity GRAT: How a GRAT Works and Why to Fund it with a Restricted LLC/LP Interest

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Paul Hood

January 16, 2020 3:00 PM EDT 4:00 PM ET

Significant 2019 Developments Affecting Business Planning

More Info
Avatar

Jay Adkisson

January 17, 2020 1:00 PM EDT - 2:00 PM ET

Significant 2019 Developments Affecting Asset Protection Planning

More Info
Avatar

Steve Oshins

January 24, 2020 12:00 PM EDT - 1:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

More Info
Avatar

Mike Jones

January 30, 2020 1:00 PM EDT - 2:30 PM ET ET

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

More Info
Avatar Avatar

Jonathan Blattmachr, Marty Schenkman

February 7, 2020 1:00 PM EDT - 2:30 PM EDT ET

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info