Robert S. Keebler
Keebler & Associates
Steve J. Oshins
Oshins & Associates
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.