Special Bundle of 2 Webinars:

Planning with DING/NING Trusts: How To Grow Your Firm's Revenue in 2019


Avatar
Avatar

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

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $249 for this bundle of 2 webinars.

Registrant Email:
 border=

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 $249 $229 for this bundle of 2 webinars.

Forgot Password?

To become a LISI member Click Here



Avatar

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



Leimberg Webinar Services





Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

July 3, 2020 2:00PM ET - 3:30PM ET ET

PPP Loan Update - SBA New June 22 Interim Final Rules Pave the Way to Mid Period Forgiveness and More-- Time to Apply for Forgiveness!

More Info
Avatar

Bob Keebler

July 9, 2020 4:00 PM EDT - 5:30 PM ET

The Nitty-Gritty Details of Income Tax Basis

More Info
Avatar Avatar

Bob Keebler and Keith Schiller

July 9, 2020 2:00 PM EDT - 3:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Alan Gassman and Brandon Ketron and Christopher Denicolo

July 10, 2020 1:00 PM EDT - 2:30 PM EDT ET

Practical Estate and Trust Planning After the Secure Act - Including Sample Provisions, Checklists and Client Explanation Letters - A Special Re-Broadcast

More Info
Avatar

Steve Oshins

July 10, 2020 3:00 PM EDT - 4:30 PM EDT ET

Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind - A Special Re-Broadcast

More Info
Avatar Avatar

Martin Shenkman Eido Walny

July 24, 2020 3:00PM ET - 4:30PM ET ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

Paul Hood

July 30, 2020 1:00PM ET - 2:30PM ET ET

Panacea or Potential Problem: An Exploration of T-CLATs.

More Info