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

Steve Oshins and Bob Keebler

September 18, 2019 3:00 PM EDT - 4:30 PM ET

Trust Situs After Kaestner and the TCJA: Saving State Income Taxes using Non-Grantor Trusts : A Special Re-Broadcast

More Info
Avatar

Bob Keebler

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

Successfully Completing Form 8971 and Understanding the Underlying Basis Issues and Risks - A Special Re-Broadcast

More Info
Avatar

Kenneth J. Crotty

September 19, 2019 3:00 PM EDT - 4:30 PM ET

Avoiding Disaster on Highway 709, How to Complete Form 709 Correctly to Maximize the Benefits for Your Clients

More Info
Avatar

Jerry Hesch

September 20, 2019 3:00 PM EDT - 4:00 PM ET

Jerry Hesch's Guide to What You Must Know Regardless of Whether You Attend the 2019 Notre Dame Institute : A Special Re-Broadcast

More Info
Avatar

Michael Geeraerts

September 20, 2019 1:00 PM EDT - 2:30 PM ET ET

ILIT Trustees Have More Responsibility Than They Realize: How Trustees & Their Advisors Can Avoid Liability

More Info
Avatar Avatar

Steve Gorin & Curtis Kimball

September 26, 2019 3:00 PM EDT - 4:30 PM ET

Understanding "Tax-Affecting" and Other Critical Valuation Issues Impacting Pass-Through Entities after Estate of Aaron Jones v Commissioner

More Info
Avatar

Steve Oshins

September 27, 2019 12:00 PM EDT - 1:30 PM ET

The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors

More Info
Avatar

Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

More Info
Avatar Avatar

Alan Gassman and Ken Crotty

October 3, 2019 3:00 PM EDT - 4:30 PM ET

Estate Tax Planning with Family Entities After Powell and Strangi

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

October 4, 2019 1:00 PM EDT - 2:30 PM ET ET

Life Insurance Planning Techniques That Work Well in a Low Interest Rate Environment

More Info
Avatar

Joe Elsasser

October 10, 2019 3:00 PM 4:30 PM EDT ET

10 Weird Social Security Rules/Practices

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

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

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

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