Special Bundle of 2 Webinars:
Planning with DING/NING Trusts: How To Grow Your Firm's Revenue in 2019
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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!”
Recording and Slides are Available Here.
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!
There will be no CE for this webinar
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Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Recording and Slides are Available Here.
The estate tax exemption is now so high that very few of our clients need advanced estate tax planning. This shifts the emphasis to planning to saving income taxes, especially given the new $10,000 State & Local Taxes deduction limitation. Every July, Steve Oshins releases his Non-Grantor Trust State Income Tax Chart through LISI. But this time, he is not only releasing the Chart itself, but through this webinar he is also releasing many of the planning techniques that can be used to increase your firm’s revenue using the Chart. Whether you’re an attorney, an accountant, a trust officer or a financial planner, it is crucial for you to attend this very important webinar. In total, you will have 60 minutes of exciting, informative discussion. Join Steve Oshins on August 3rd at 3pm ET when he will give you a step-by-step tutorial to maximize your ability to save state income taxes for your clients.
In this webinar, you will:
- Learn why income tax planning is now so important
- Get a step-by-step explanation of many of the key states’ taxing statutes and how to use this knowledge
- Discover planning opportunities with existing non-grantor trusts
- Discover planning opportunities with existing grantor trusts
- Find out different ways to modify these trusts to save income taxes
- Learn why many installment sales to IDGT transactions should now be unwound
- Explore incomplete and completed gift options to save state income taxes with the client’s assets
- Hear about ways to use this information to get the client’s parents and grandparents to hire you too
- And much more!
There will be no CE for this webinar