TEFeatured2018

10 Best Estate Planning Strategies for 2018

Watch live January 31, 2018 | 2:00pm ET / 11:00am PT

 
 
 
 
PRESENTER
Robert S. Keebler
Partner
Keebler & Associates
PRESENTER
Steve J. Oshins
Member
Oshins & Associates
MODERATOR
Susan Lipp
Editor in Chief
Trusts & Estates
 

Join estate planning gurus Robert Keebler and Steven Oshins as they review the 10 best strategies for 2018.

They will give you practical advice about:

• Incomplete gift non-grantor trusts
• Non-grantor trusts for federal and state income tax shifting
• Decanting grantor trusts into non-grantor trusts
• Formula general power of appointments for basis step-up
• Hybrid domestic asset protection trusts
• Dynasty trusts
• Non-judicial settlement agreements
• Beneficiary defective trusts using low bracket beneficiaries
• What estate planners need to know about 20% small business deduction
• Modifying businesses and trusts to qualify for the new IRC 199A deduction
• Not making low basis gifts

CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.


Not able to attend? Register anyway! Archived versions of Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will recieve an email with login instructions as soon as the replay is available.

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TAGS: Resources