NAEPC Webinar: The Perfect Modern Trust Including Income Tax Sheltering Opportunities
Presented by National Association of Estate Planners & Councils
Wednesday, September 13, 2017
3:00pm - 4:00pm ET
Speaker: Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
Unfortunately, with shocking regularity, advisors who are too passive fail to advise clients during the estate planning process about the unnecessary substantial harm that will occur by not using a properly designed and monitored trust. Risking the appearance of blasphemy, this intermediate/advanced presentation will analyze the concept of using the same trust design, with minimal, but meaningful alterations, that is best for all clients, including powerful income tax planning opportunities with reverse, lateral and down-stream planning.
Richard A. Oshins concentrates on tax and estate planning with a substantial emphasis on multi-generational wealth planning particularly with regard to closely-held entities. He was inducted into the NAEPC – “Estate Planning Hall of Fame” in 2007; selected by Worth magazine as one of the top 100 Attorneys in the U.S.; and has been named one of the 24 “Elite Estate Planning Attorneys” by Trust Advisor. Prior to entering private practice, Dick served as a law clerk at the United States Court of Claims in Washington D.C. and as an Attorney-Advisor in the Office of Tax Legislative Counsel, U.S. Treasury Department, in Washington D.C.
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand. Live programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Individual Webinar Registration Fees
|$40||Accredited Estate Planner® designee|
|$40||Junior/Student (available to any Junior or Student member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$250||Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact firstname.lastname@example.org for more information)|
NEW! Yearly Subscription
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.)
$280 Accredited Estate Planner® designee - $360 value
$420 Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
$700 Non-member - $900 value
$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact email@example.com for more information) - $2250 value
To register for an individual program, please click on the "register here" option associated with the program you wish to attend. To register for the series, click HERE.
Continuing Education Credit
Continuing education credit is available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact firstname.lastname@example.org prior to attending your first program if you have any questions with regard to this policy.
Have questions? Download the handy webinar FAQ page HERE!