Thinking Outside the Box; Why Conventional Thinking Might Not Always Be Best For Your Client: Joint Meeting with PBCEPC
REGISTRATION CLOSED – SEATING CAPACITY FULL
Thinking Outside the Box; Why Conventional Thinking Might Not Always Be Best For Your Client
Advisors too often adopt the same traditional techniques in developing estate plans. This session analyzes three popular strategies; (1) disregarded entities (generally considered an income planning concept); (2) estate freezes where the so-called growth interest is transferred; and (3) transfers of real property using partnerships and illustrates how these core planning techniques will most often not achieve the desired results. By substantially varying these strategies the wealth plan can generally be improved for most clients. Adding an appropriate life insurance component generally enhances this type of plan.
About Dick Oshins:
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 multigenerational wealth planning particularly with regard to closely held businesses. Mr. Oshins is regarded as one of America’s top estate planning lawyers advising wealthy clients throughout the United States. In addition, he has been 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 inducted into the Estate Planning Hall of Fame® by the National Association of Estate Planners & Councils. Dick was also selected by Worth magazine as one of the Top 100 Attorneys in the United States and has been named one of the 24 “Elite Estate Planning Attorneys” by the Trust Advisor.
Prior to coming to Nevada, Mr. Oshins served as a law clerk for the United States Court of Claims in Washington, D.C. and as an Attorney-Advisor in the Office of the Tax Legislative Counsel, U.S. Treasury Department, in Washington, D.C. That office reviews and assists in the development of tax regulations, rulings and other tax matters, and takes part in the presentation of the Treasury Department’s recommendations for federal tax legislation before Congressional tax committees. He is on the Advisory Board of the NYU Institute on Federal Taxation, the Editorial Board of Estate Planning Magazine, and Advisory Board of CCH.
Mr. Oshins has lectured extensively on innovative tax and estate planning strategies and is the author or co-author of many articles including the Journal of Taxation, Trusts and Estates, The Tax Executive, Estate Planning, C.L.U. Journal, Real Property Probate & Trust Journal, NYU Institute on Federal Taxation, Southern California Institute on Federal Taxation, CCH Financial and Estate Planning, Community Property Journal and Tax Notes. He is an author of the “Practitioner’s Strategies” column of the CCH Estate Planning Expert Library which provides practice-focused commentary on hot topics, emerging issues and trends pertinent to practitioners in the field of estate planning and related fields.
Event Schedule:
5:30 p.m. - 6:15 p.m. - Cocktail Reception
6:15 p.m. - Seated Dinner & Presentation
Event Location:
The Country Club at Mirasol
11600 Mirasol Way
Palm Beach Gardens, FL 33418
January Meeting graciously Sponsored by:
