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POWERFUL INCOME TAX PLANNING OPPORTUNITIES THROUGH ESTATE PLANNING STRATEGIES

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 7, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This session will de-bunk many of the myths that wealth planners simply summarily accept with regard to the most popular planning devices. For instance, learn: why almost every FLP or FLLC should be either modified or terminated and why they are ordinarily considered reprehensible from the viewpoint of the second generation; why trusts are often the most powerful income tax shelter devices, and how they can be usedto obtain multiple basis step-ups; and how the quintessential life insurance trust provides clients with access to the cash value, is estate tax sheltered and avoids funding complexities. Those strategies and other techniques are applicable to almost all of our clients.

Learning Objectives

  • The Law of Unintended Consequences - Debunking Myths

  • FLPs (Family Limited Partnerships)

  • The Art of Passing and Inheriting in Property – Someone Can Give You Benefits That You Cannot Obtain for Yourself

  • The Quintessential ILIT (Irrevocable Life Insurance Trust)

  • BDITs – Beneficiary Taxed Trusts Under IRC Sec. 678

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Oshinsandassociates

Richard A. Oshins is a member of the Las Vegas law firm of Oshins & Associates, LLC where he concentrates in tax and estate planning with a substantial emphasis on multi-generational wealth planning particularly with regard to closely held businesses. He is regarded as one of America’s top estate planning lawyers advising wealthy clients throughout the United States. Mr. Oshins is also an advisor and consultant to many of the largest financial institutions in the United States. He has been listed in both The Best Lawyers in America and Martindale-Hubbell's list of Preeminent Lawyers from their inception, and has been honored as a recipient of the “Distinguished Accredited Estate Planner” award and inducted into the Estate Planning Hall of Fame in 2007 by the National Association of Estate Planners & Councils. He was named the Las Vegas Tax Law Lawyer of the Year in 2013 and the Las Vegas Trusts and Estates Lawyer of the Year in 2014 by The Best Lawyers in America. He has also been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor. He received a J.D. degree from St. John’s School of Law, and holds an M.B.A. degree in taxation with honors from the University of California at Berkeley, and a LL.M degree in taxation with honors from George Washington University School of Law.

About Our Presenter

Oshinsandassociates

Oshins & Associates, LLC is a nationally known estate planning and asset protection firm based in Las Vegas, Nevada. The firm focuses primarily on planning large estates.