The $5 million gift tax exemption will expire on December 31, 2012. No one knows if Congress will extend it, but there is a high probability that they will not. A recent Trust Advisor survey reported that most advisors do not understand how to translate and convert this opportunity into business.

Besides the fleeting estate and gift tax exemption – many other planning opportunities will also rest in peace this year. You need to know what they are and how to take them to your client to take advantage of them.

Will your valued clients lose their chance to save estate tax this year? Will they lose hard-earned assets to nuisance lawsuits or taxes that may be legally minimized? Join our webinar and find out.

Click Here to Enjoy the Replay of the Program

This special webinar will explain how to take advantage of the expiring $5 million estate and gift tax exemption. How to use and benefit from Nevada Asset Protection Trusts. Plus, key differences among states including Alaska, Delaware, Nevada and South Dakota. Also, how to design, establish and administer a Domestic APT and more.

Listen as our experts discuss best practices for using these strategies, including a way to use the $5 million gift tax exemption, yet be a potential beneficiary of the trust which is the ideal strategy for clients who are afraid to make a gift in case they may need it back.

Agenda

  • Key missed opportunities – Dynasty Trusts, $5 million estate and gift tax exemption, asset protection and more
  • Key DAPT and Dynasty Trust states - which one is best? And why?
  • A unique combination of the Dynasty Trust with the DAPT called a Hybrid DAPT which gives you a tool to put your clients in a stronger position than with a traditional DAPT
  • Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.

Registration

COMPLIMENTARY for The Trust Advisor subscribers

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Presenters

Scott Martin (Moderator)
Senior Editor, The Trust Advisor

Mr. Martin has been tracking various aspects of the financial industry since 2001 for publications like Research, Buyside and Institutional Investor. Previously, he was a market writer for CNN. As an advocate for the trust industry, he has testified to the Nevada Senate Committee on Commerce, Labor and Energy on issues of national competition. He is also active as a marketing and editorial consultant for registered investment advisors.

Steven J. Oshins, Esq.
Law Offices of Oshins & Associates, Las Vegas, Nevada

His practice focuses on estate planning and asset protection. He was named Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America® and is one of only 66 inductees in the National Association of Estate Planners & Councils Estate Planning Hall of Fame®. He is a frequent national speaker and author on estate planning and asset protection and has authored some of Nevada’s most valuable trust and creditor protection laws.

Kristen E. Simmons, Esq.
Law Offices of Oshins & Associates, Las Vegas, Nevada

She practices primarily in the field of estate, business and asset protection planning. She has received the prestigious AV® Rating from Martindale-Hubbell and has been named a Rising Star attorney in (1) Tax and in (2) Estate Planning & Probate by Mountain States Super Lawyers magazine every year since 2008. She was the primary author of Nevada's 2011 legislative changes to its self-settled spendthrift laws and is currently serving on Nevada's 2013 probate and trust legislative committee.

Mark Dreschler
Premier Trust, Las Vegas, Nevada

Mr. Dreschler is the Company’s President and CEO and has held that position since its inception in 2001. He oversees all aspects of trust administration, business management and development. He has more than thirty-nine years tenure in the trust industry with various prominent institutions in Nevada. He is a member of the Southern Nevada Estate Planning Council and several charitable organizations.

Robert W. Bruderman
Premier Trust, Las Vegas, Nevada

Mr. Bruderman has been a director of the Company since its inception and is currently its Chairman. He is responsible for strategic planning and business development. He has more than thirty-five years experience in the estate planning and financial services industry. He is a member of the Southern Nevada Estate Planning Council and has served on the boards of several charitable foundations.

Continuing Education Credit

  • CFA Institute: 1 hour of professional development credit (submitted for approval)
  • SCPE: 1 hour of CE credit through the National Association of State Boards of Accountancy (submitted)
  • CFP Board and IMCA: 1 hour CE credit (submitted for approval)

Presented by:

The Trust Advisor, America's Leading Wealth Management e-Newsletter
13700 Marina Point Drive, Suite 1228
Marina Del Rey, CA 90292
Phone: (800) 392-8811

 

COMPLIMENTARY for The Trust Advisor subscribers

Click Here to View Program