Steve Oshins: 2019 Trust Decanting Update
An irrevocable trust is no longer irrevocable. Many years ago, when a client asked to amend his or her irrevocable trust, the answer was usually “no”. But there are now decanting statutes in 29 states that allow a trustee to distribute trust assets into a new irrevocable trust for the benefit of one or more beneficiaries of the current trust. Because of its popularity, estate planners must be aware of how decanting works and where the opportunities lie. Every January, Steve Oshins releases his Annual Trust Decanting State Rankings Chart through LISI. But this time, not only is he releasing the Chart itself through LISI, but through this LISI webinar he is also releasing many of the planning techniques that can be used via a trust decanting to increase your firm’s revenue and help your clients. 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 90 minutes of exciting, informative discussion. Join Steve Oshins on Friday, February 8th, 2019 at 3pm ET when he will give you a step-by-step tutorial to maximize your opportunities to help your clients decant their irrevocable trusts.
In this webinar, you will:
- Learn how decanting works, including who has the power to decant
- Get a step-by-step explanation of many of the differences among the different states that have decanting statutes
- Discover planning opportunities to protect trust assets from creditors using the decanting technique
- Find out different ways to decant trusts to save federal and state income taxes
- Learn why decanting is no longer simply about fixing an error in a trust agreement
- Explore what to do when there’s no decanting statute
- Hear about 12 popular decanting strategies to enhance or fix a trust
- And much more!
There will be no CE for this webinar
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