Audio/Web Conference: Dynasty Trusts: Estate Tax Savings &
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
This program has particular relevance for the Estate Planning, Financial Planning, and Risk Management Sections.
This presentation will focus on the concept that assets can be passed in a Dynasty Trust that can be controlled by the primary beneficiary without subjecting those assets to estate taxes, divorcing spouses or other creditors of the beneficiaries. The speaker will emphasize some of the better Dynasty Trust jurisdictions and explain some of the material differences. He will also give the attendees tips about what to look for in the trust provisions to understand the strength of its protection from creditors. These tips will help the attendees' understanding about whether their clients' trusts have been well-drafted.
Attendees will Learn:
Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory and is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the Top 100 Attorneys in Worth Magazine. Steve has been featured and/or quoted in many media publications including, among others, The Wall Street Journal and Forbes. Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada, including the charging order law for limited liability companies and limited partnerships, the 365-year rule against perpetuities law that allows people to set up 365-year dynasty trusts in Nevada, and the Restricted LLC and Restricted LP laws making Nevada the first state to offer these favorable laws that allow for significantly higher valuation discounts than are allowed under any other state law.