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Lunch-n-Learn: Introducing LISI's "Lunch-n-Learn" Program Featuring Steve Oshins - An easy way for professionals to keep up with cutting edge estate tax, income tax, and asset protection strategies

Ten 30 minute webinars for the lunchroom with Steve Oshins




It’s difficult to stay on the cutting edge. Phone calls, emails, texts, client meetings and conference calls, they all make it hard to find quiet time to refresh and hit reset when you need to learn about the cutting edge developments and planning techniques that clients expect you to know about.

LISI’s “Lunch-n-Learn” program featuring Estate Planning Hall of Famer Steve Oshins can help take some of the stress off. It’s designed to help the solo practitioner, or a multi-member department, grab precious minutes of focus time to concentrate on the important planning topics of the day.

Best of all, you can purchase the entire series or pick only the webinars you want to watch. Since they're on demand, you can make your own schedule and play them when it’s convenient for everyone in your firm. There are two purchase options:

  • Purchase the entire series of ten for $499 ($599 for non-members) which covers groups up to 25 attendees in one room;
  • Purchase individual webinars for $79 each ($99 for non-members) which covers groups up to 25 attendees in one room.
  • For groups over 25 please contact us for pricing information.

 

Start building your own Lunch-n-Learn library, as your selected webinars come with unlimited replays and LISI’s 100%, no questions asked money back guaranty!

Below is a list of topics that Steve will be presenting:



Use the Buy Now button below to purchase the complete series for $599.
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Exploiting The 2017 Tax Act to Save State and Federal Income Taxes

Congress rushed the 2017 Tax Act.  In doing so, they left creative estate planners multiple opportunities to exploit the income tax laws in order to save a substantial amount of federal and state income taxes.  The combination of the nearly unlimited gift tax exemption, the new income tax brackets and the IRC 199A pass-thru business deduction have opened the door for a substantial amount of federal and state income tax savings.  How do we exploit the new rules? 

Join Estate Planning Attorney Steve Oshins as he dazzles the audience with:

  • The concept of immediate gratification
     
  • Why proper planning will now get you more thank you’s than ever from your clients
     
  • Saving state and federal income taxes using NING Trusts
     
  • Saving state and federal income taxes using third-party non-grantor trusts
     
  • Why we should change most grantor trusts into non-grantor trusts
     
  • Why we might unwind installment sales to IDGTs
     
  • Splitting off extra equity from existing IDGTs with outstanding installment sales
     
  • Opportunities to sprinkle income to lower federal and state income tax brackets
     
  • Exploiting the 2017 Tax Act with multiple trusts, maybe even ten trusts for one client
     
  • A list of economic opportunities for each separate taxpayer trust
     
  • All of the eligible taxpayers to use to exploit the new IRC 199A Pass-Thru Business Rules
     
  • Using your newborn baby as an additional IRC 199A taxpayer
     
  • Exploiting decades-old tax policy to leave the gift tax alone that Congress seems to have forgotten
     
  • Decanting to exploit the new tax laws
     
  • Exploiting the IRC 199A pass-thru business opportunities with proper choice of business entity
     
  • The 28.57% Magical W-2 Formula to maximize the IRC 199A pass-thru business deduction

 


Hybrid DAPTs

Asset protection planning is a necessary part of estate planning. In fact, it is nearly impossible to design an estate plan without also including an element of asset protection planning. Some people will argue that Domestic Asset Protection Trusts (DAPTs) are the most protective technique. Others will argue that Foreign Asset Protection Trusts (FAPTs) are best. Join Steve Oshins where he will make the case that the Hybrid DAPT is far superior to both the regular DAPT and the regular FAPT.

In this webinar, he will:

· Describe regular DAPTs so the audience has a solid background

· Explain the differences among some of the DAPT jurisdictional options

· Summarize the different controls that the grantor can retain

· Provide an argument for why a regular DAPT may or may not work

· Demonstrate how protective a third-party discretionary trust can be

· Reveal multiple methods of accessing a Hybrid DAPT without actually being a beneficiary

· Explain his Down and Dirty technique to split the trust and access only one part of it

· And much more!


Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or – if for any reason you can’t view it then – we’ll automatically provide you with a link within 24 hours – to view it at your convenience as many times as you’d like.

Note:There will be no CE for Steve's webinar.

 


IRC Section 199A Pass-Thru Business Deduction Primer

The last few pages of the recent IRC Section 199A and 643(f) Proposed Treasury Regulations are arguably the most important for estate planners who are looking for ways to exploit and maximize the new 20% pass-thru business deduction.  IRC Section 643(f) restricts the number of separate $157,500 income thresholds that can obtain the 20% deduction using multiple non-grantor trusts.  But the Proposed Regulations only provide two examples.  Join nationally-known estate planning attorney Steve Oshins as he goes through the details of these two examples and also supplements this with details of the evolution of Section 643(f), including the Committee Reports from 1984, including the examples from those Reports, and Private Letter Rulings interpreting these rules.  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 this webinar, you will: 

  • Get a summary of the 20% pass-thru business deduction

  • Learn the rules for a Specified Service Business

  • Learn the rules for a non-Specified Service Business

  • Explore exactly how IRC Section 643(f) works

  • Go through the history behind Section 643(f), including case law

  • Learn about the 1984 Committee Reports, including the two examples provided therein

  • Get examples illustrating what can and cannot be done

  • Discover which Private Letter Rulings interpreted Section 643(f) and what they ruled

  • Find out who can be beneficiaries of separate trusts without violating these new rules

  • Learn how to include the settlor’s spouse as a beneficiary and still make it a non-grantor trust

  • Hear about how the settlor can be a beneficiary of a completed gift non-grantor trust to increase the 20% deduction

  • Explore the use of a NING Trust and how that can be used, even for a non-state income tax reason

  • And much more!

Trump-Era Dynasty Trust

The Dynasty Trust is an integral part of any estate planner's practice. But not all Dynasty Trusts are created equal. There are different ways to design and draft a Dynasty Trust. Which situs should be used, and why? How do we design an irrevocable Dynasty Trust to provide the greatest degree of beneficiary control and the greatest degree of creditor and divorce protection, yet at the same time provide for flexibility to make changes? And what might Congress and President Trump do to Dynasty Trusts, and how can we take advantage of opportunities that might be provided by the Trump Tax Plan? This presentation is a must for every attorney, CPA, financial advisor and trust officer who wishes to have a solid understanding of the Dynasty Trust concepts.

In this webinar, he will:

· Describe the basics of a Dynasty Trust so that even an attendee who is new to this subject matter has a solid foundation

· Explain the differences among some of the leading Dynasty Trust jurisdictions

· Summarize how a Dynasty Trust can best be drafted for maximum creditor and divorce protection

· Provide details about many of the ways an estate planner can best utilize a Dynasty Trust given the high estate tax exemption

· Demonstrate how protective a third-party discretionary trust can be

· Reveal creative income tax bracket shifting opportunities, as well as income tax basis step-up strategies

· And much more!


Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or – if for any reason you can’t view it then – we’ll automatically provide you with a link within 24 hours – to view it at your convenience as many times as you’d like.

Note:There will be no CE for Steve's webinar.

 


Using Out-of-State Trusts to Enhance Your Practice

Unfortunately, most planners automatically use their client’s home jurisdiction for all trusts.  But is this always the best choice?  And what opportunities are you missing by failing to consider using other states’ trust laws?  There are certain states that can provide income tax savings opportunities, while also affording stronger creditor protection and better dynasty trust laws to save estate taxes.  Imagine how profitable your practice will become if you are one of the only planners in your jurisdiction who is taking advantage of these enhancements.  Whether you are an attorney, a CPA, a trust officer or a financial advisor, this eye-opening webinar will open opportunities that you may have been missing.
During his webinar, Steve will cover the following topics:

  • How the traditional Domestic Asset Protection Trust can be used and made even better by the Hybrid version

  • The advantages in selecting another state’s dynasty trust laws

  • How to decant an irrevocable trust and what advantages exist in the more flexible decanting jurisdictions

  • How to save state income taxes for undistributed trust income and how often this opportunity is overlooked by planners

  • How a NING Trust works and how it saves state income taxes

NING Trusts

State income tax avoidance has become one of the hottest areas now that the State & Local Tax Deduction is limited to $10,000 per year.  Suddenly, this makes the NING Trust one of the most important tax-saving vehicles for all estate planners to learn to master.  Because NING Trusts are used to avoid state income tax even though the settlor resides in a state with a state income tax, this planning knowledge is important for all attorneys, CPAs, trust officers and financial advisors who have clients who live in states with a state income tax.  Steve will demonstrate how easy it often is to structure such a trust to avoid state income taxes and give clients instant gratification by saving them tax dollars immediately.

During his webinar, Steve will cover the following topics:

· 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

· How and why a NING Trust works to avoid state income taxes even though there isn’t a completed gift for gift tax purposes

· And much more!


Estate Planning for Large Estates

This webinar is designed for lawyers, financial planners, trustees and CPAs with high net worth client that need to explore sophisticated estate tax reduction planning techniques. During the webinar, Steve will cover the following topics:

  • Staggered distribution trusts

  • Beneficiary controlled trusts

  • Gift to Dynasty Trust

  • Gift and Installment Sale to Dynasty Trust

  • Grantor Retained Annuity Trust

  • Completed Gift Domestic Asset Protection Trust

  • Completed Gift Hybrid DAPT

  • Valuation discounts

  • GRATs

  • Installment sale transactions

Private Decanting

The Private Decanting: A Do-Over Trust While Maintaining Privacy from Your Family"

In his exclusive LISI Lunch-n-Learn webinar, Steve Oshins covers everything you need to know about Private Decantings.  29 states currently have statutes allowing a trustee to decant to distribute assets from one irrevocable trust into another trust for one or more of the same beneficiaries with different terms.  But only seven of these states allow this to be done without violating the privacy concerns that most of our clients have.  Steve will explain these concepts in an easy-to-understand manner in this webinar for attorneys, CPAs, trust officers and financial advisors.  Some of the topics that Steve will cover include the following:

  • The definition of decanting

  • How decanting works

  • Decanting to new vs. existing trusts

  • Common law decanting

  • State-to-state differences and which differences are the most important

  • Reasons to decant

  • What to do if your state has no decanting statute

  • Private decanting
And much more!


Nonjudicial Settlement Agreements

Irrevocable trusts aren't necessarily irrevocable! Decanting is one method commonly used to change an irrevocable trust. But it isn't the only method. Two other little-known techniques used to change irrevocable trusts are Non-Judicial Settlement Agreements and Non-Judicial Consent Modifications. Which of these strategies do you use, and under what circumstances? Why is it so important for every attorney, CPA, financial advisor and trust officer to have a solid understanding of these concepts?

In this webinar he will:

· Describe the different methods of ""amending"" and irrevocable trust

· Explain in detail Non-Judicial Settlement Agreements and when to utilize them

· Summarize how Non-Judicial Consent Modifications work and when to use them

· Provide a detailed three-part strategy for analyzing which method to choose

· Reveal his own personal preferences about which methods to use and why

And much more!


Using Non-Grantor Trusts to Save State Income Taxes

This presentation is a must for any planner who is planning in the new estate planning environment which now focuses more on income tax savings than estate tax savings.  Steve will demonstrate how easy it often is to give clients the instant gratification that goes along with immediate state income tax savings as opposed to estate tax savings that aren't immediate. Whether you are an attorney, a CPA, a trust officer or a financial advisor, if you have clients who pay a state income tax, this eye-opening webinar will open opportunities that you may have been missing.

During his webinar, Steve will cover the following topics:

· 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!


 




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Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLCin Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He was named one of the 24 “Elite Estate Planning Attorneys” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor. Steve was also named one of the Top 100 Attorneys in Worth and is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and Tax Law Lawyer of the Year in 2016. He can be reached at 702-341-6000, ext. 2 or soshins@oshins.com. His law firm’s website is www.oshins.com.



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