Oshins Team

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Learn more about the top Advanced Planning Strategies using a Grantor Trust. These observations and tax avoidance techniques will help you to enhance your clients enjoyment of and benefits from transferred wealth.

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Looking for a collective list of resources originating with Oshins & Associates, LLC? Download this outline to view all of these articles.

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Learn how to build flexibility and control mechanisms into an estate plan through the eyes of your client.

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The CCH FInancial and Estate Planning Advisory Board engaged in a series of round-table discussions centered on give broad topic areas - estate planning, retirement planning, insurance, investments, and trusts and trustees. Learn more about the highlights of this board meetnig and how it may effect your planning. NON-MEMBER PRICE

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Gain an understanding of the sophisticated wealth shifts that generally encompass the interaction of blending several important components - the use of entities to obtain valuation discounts, leveraging strategies and trusts.

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Today's Rule Against Perpetuities may also be called the Rule Against Dynasty Trusts. Read more on a discussion that addresses the various perspectives on this ruling.

A dynasty trust is an irrevocable trust that continues for as long as applicable state law allows. A dynasty trust can be drafted to avoid estate taxes, creditors and divorcing spouses for this period of time. The primary beneficiary can be given control of the dynasty trust by being named as the controlling trustee. A Nevada dynasty trust can last for up to 365 years and thus is one of the leading dynasty trust jurisdictions.

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The 365-Year Dynasty Life Insurance Trust: Never Again Will You Use a Standard ILIT, will help you to learn how to best design a Dynasty Trust for maximum creditor protection and how to choose a Dynasty Trust jurisdiction.

Special guest panelist, Steve Oshins, covers the structure and benefits of the 365-Year Dynasty Life Insurance Trust and explains how and why a Dynasty Trust is unique. This presentation will help you to separate yourself from competing life insurance agents, using the Dynasty Trust as the lead-in to prospect the wealthy clients, and to discuss the difference between a Support Trust and a Discretionary Trust.

Webinar Topics include:
- How to separate yourself from competing life insurance agents
- How to use the Dynasty Trust as the lead-in to prospect the wealthy clients
- How to be able to discuss the difference between a Support Trust and a Discretionary Trust

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.
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The 365-Year Dynasty Life Insurance Trust: Never Again Will You Use a Standard ILIT, will help you to learn how to best design a Dynasty Trust for maximum creditor protection and how to choose a Dynasty Trust jurisdiction.

Special guest panelist, Steve Oshins, covers the structure and benefits of the 365-Year Dynasty Life Insurance Trust and explains how and why a Dynasty Trust is unique. This presentation will help you to separate yourself from competing life insurance agents, using the Dynasty Trust as the lead-in to prospect the wealthy clients, and to discuss the difference between a Support Trust and a Discretionary Trust.

Webinar Topics include:
- How to separate yourself from competing life insurance agents
- How to use the Dynasty Trust as the lead-in to prospect the wealthy clients
- How to be able to discuss the difference between a Support Trust and a Discretionary Trust

For the slide set companion for this presentation, click here.

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Running Time: 57 min, 16 sec

In this webinar, Steve Oshins, an APN Author of Success and noted expert on asset protection, will present "The Nevada Asset Protection Trust: Benefits of Combining it with the Double Nevada LLC". The session will provide advanced planners with new understandings of how to protect life insurance cash value from creditors - and how to use this technique to open new conversations with your clients.

Steve will demonstrate why asset protection is more critical today than ever, and how Nevada's top-notch DAPT laws can help you protect your clients' assets. Steve will also show the differences in the first-tier asset protection states' laws, and the importance of charging order protection for LLC's and LPs. Join us to discover a structure for combining two Nevada LLCs with a Nevada Asset Protection Trust.

Webinar Topics will include:

• Why asset protection is so important
  
• Why Nevada has top-notch DAPT laws
  
• Differences in first tier asset protection laws among various states
  
• Importance of charging order protection for LLCs and LPs
  
• Using a structure of combining two Nevada LLCs with a Nevada Asset Protection
• Trust Opening new client conversation

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

To view the video companion for this slide set, click here.

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In this webinar, Steve Oshins, an APN Author of Success and noted expert on asset protection, will present "Nevada Restricted LLCs/LLPs". The presentation will provide advanced planners with a new understanding of how to separate themselves from almost every other insurance agent, while learning more about why assets are subjected to valuation discounts and how the IRS sets the ceiling on valuation discounts.

Steve will demonstrate ways to increase cash flow within the ILIT to pay larger insurance premiums and how to increase your business immediately. This presentation will help you to discover how to utilize these new tools to open conversations with your clients and potential clients.

Notice: These slides are provided "as is" from their respective author(s). User assumes all responsibility for confirming up-to-date accuracy and obtaining respective compliance approval for these slides and planning recommendations to clients.

For the video companion for this presentation, click here.

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