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Oshinsandassociates

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Self-Study CPE
§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS
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CHURCHES AND MINISTRIES: UNDERSTANDING TAX ISSUES & IRS ENFORCEMENT GUIDELINES
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FEDERAL TAX UPDATE: TOP DEVELOPMENTS OF 2015-2016
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AVOID TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, P & L - PART II
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APPEALS, PENALTIES, AND INTEREST ABATEMENT
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CONSTRUCTION INDUSTRY TAX ISSUES
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IRS EXAMINATION SELECTION PROCESS
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PREPARING THE CHALLENGING FORM 990
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CANCELLATION OF DEBT INCOME
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PREPARING IRS LETTER RULINGS
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Amendtrust oshins

HOW TO AMEND AN IRREVOCABLE TRUST: PRIVATE DECANTING

Cost Free   CPE Credits 1.0 hour   Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

Historically, an irrevocable trust was irrevocable.  However, this is not necessarily the case with certain statutes that are available in 26 states.  The presenter will take the audience through the process of decanting an irrevocable trust in order to demonstrate how a trust decanting can essentially amend an irrevocable trust.  Even better, there are four key trust jurisdictions that allow a Private Decanting which means that the beneficiaries don’t need to receive copies of the trusts and therefore don’t see trusts that the client wants to remain private.  The ability to move a trust to one of these key jurisdictions will be a key feature of this presentation.  The audience will come away with a technique that should open up doors for many of their clients.

Testimonials

"Enjoyed the hour, information was great."

"Excellent session with a REALLY knowledgeable presenter!!"

"Great presentation. Information I didn't realize was available to do for a trust."

"Steven is obviously very knowledgeable and is a very good presenter."

"The speaker provided great advice on how to effectively amend an irrevocable trust, using various methods and provisions as stated in state law. I will be sharing this information with others at my job and will research the potential use of the decanting trust for clients."

"Good course, enjoyed the material."

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Oshinsandassociates

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He is rated AV by the Martindale-Hubbell Law Directory. He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada’s Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category. He was also named one of Southern Nevada's Top Lawyers by Vegas, Inc. and was selected for the magazine cover.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About Our Presenter

Oshinsandassociates

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