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10 Best Estate Planning Strategies

Now Available On Demand

Our speakers will provide an overview of the 10 strategies they recommend for clients in 2020, taking into account the new provisions of the Tax Cuts and Jobs Act. Those strategies are:

  1. Incomplete gift non-grantor trusts
  2. Non-grantor trusts for federal and state income tax shifting
  3. Decanting grantor trusts into non-grantor trusts
  4. Formula general power of appointments for basis step-up
  5. Hybrid domestic asset protection trusts
  6. Dynasty trusts
  7. Decanting and non-judicial settlement agreements
  8. What estate planners need to know about the 20 percent small business deduction
  9. The 28.57 percent magical W-2 formula to maximize the Internal Revenue Code Section 199A deduction
  10. Using multiple non-grantor trusts to maximize the IRC Section 199A deduction

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

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Steve Oshins
Oshins & Associates, LLC


Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Keebler & Associates, LLP


Susan Lipp - Moderator
Trusts & Estates