Upcoming Webinars Archived Webinars

· Monday, June 5th @ 3:00 pm

For many years, practitioners have struggled to find ways to change the terms of an irrevocable trust. Through common law and through the decanting statutes that have been enacted in many jurisdictions, it is now possible to modify an irrevocable trust.  Decanting is one of the most important developments in estate planning in a long time. One of the best ways advisors can better understand these developments is to join

Steve Oshins "The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family"

CLICK to access discounted pricing for LISI members

Join Steve for his 60-minute presentation where he will describe:

· Why decanting will open up more planning opportunities for you and your clients

· Why an irrevocable trust isn’t necessarily irrevocable

· The authority allowing a trustee to decant a trust

· The differences from state-to-state

· Which seven states allow a trustee to privately decant a trust

· How to decant a trust even if the trust is sitused in a non-decanting jurisdiction

· How to decant a trust to save estate taxes

· How to decant a trust to save federal and state income taxes

· How to decant a trust to protect the trust assets from creditors and divorcing spouses

· How to indirectly add a new beneficiary using a decanting using two steps


· Tuesday, June 20th @3:00pm

Mike DiMayo, Principal, Oxford Risk Management Group, on Tuesday, June 20th  @ 3:00pm EDT, in his 75 minute LISI webinar

“What’s New with Captive Insurance Companies

2016 was an eventful year for 831(b) captive insurance companies. The PATH Act increased the annual contribution limit to $2.2 mil and also implemented complicated diversification/ownership rules. The IRS then issued Notice 2016-66, which identified certain captive insurance companies as "transactions of interest." Captive insurance companies subject to the Notice had new disclosure obligations under Form 8886, while "Material Advisors" had to disclose on form 8918 details of their own involvement as well as maintain lists of clients engaged in transactions identified in the Notice. If not done or not done correctly, significant penalties could follow. 

The best way for advisors to understand these significant changes is to join
in his 75 minute LISI webinar where Mike will cover:

· Recap of PATH ACT requirements, now in effect for 2017

· Compliant captive designs that meet the new PATH Act requirements and allow for alternative ownership structures

· What's new with the IRS campaign on 831(b) captives?

· IRS Notice 2016-66 summary and its impact on 831(b) clients and their advisors, including Oxford's experience with Forms 8886 and 8819

· Compliance and Best Practices in 2017

· Risk management alternatives to 831(b)

· Monday, July 10th @3:00pm

· Steve Oshins - Using Non-Grantor Trusts to Save State Income Taxes

· Why state income tax planning is now more important than estate tax planning

· What factors states use to tax a trust

· How to design a non-grantor trust to avoid state income taxes

· Which states' residents can most easily avoid state income taxes

· The differences from state-to-state, including examples of many of the most popular states' taxation rules

· Planning opportunities to avoid state income taxation on income earned by gifted or inherited assets

· How to fix an existing trust to remove state income taxation

· Avoiding state income tax using a third-party trust where the settlor isn't a beneficiary

· Avoiding state income tax using a self-settled trust where the settlor is a beneficiary (an 'ING Trust')

· And much more!

· Monday, May 1, 2017 3:00 PM - 4:00 PM EDT

Bob Keebler on the Trump Tax Plan

CLICK to access discounted pricing for LISI members

All paid attendees have access to a recorded version of the webinar.

Presented - Mon, May 1, 2017 3:00 PM - 4:00 PM EDT

President Trump has made no secret of the fact that he’d like to see a major tax bill enacted that includes broad-based tax reform and significant tax cuts and Bob’s webinar will provide members with his analysis of the tax plan that President Trump will announce this Wednesday.

Bob’s presentation gives you the head start you need to help clients plan for the coming changes to the tax code. Be sure to join Bob for his 45-minute, timely presentation, where he reviewed:

* What tax reform could look like;
* What the winning strategies could be;
* Make himself available for any questions you might have.

· Monday, May 22nd @ 3:00 pm

Bob Keebler on Entity Planning in Light of the Trump Tax Proposal

CLICK to access discounted pricing for LISI members

· Strategies for pending tax rate reductions

Strategies for the end of net investment income tax

Impact on pensions and profit sharing plans

The impact of rate reduction on life insurance funded fringe benefit plans, including  split dollar, deferred compensation and executive bonus plans

Capital structure considerations and interest expense

The taxation of C-Corporations including dividends and sales

Application of Section 1202 tax exclusion on small business stock

The taxation  of S-Corporations including dividends and sales

The taxation of partnerships and LLCs including distributions and sales

754 elections compared to S-Corporation treatment

Advantages of one level taxation with S-Corps and Partnerships