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"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Audio/Web Conference: Dynasty Trusts: Estate Tax Savings &
Creditor Protection for Multiple Generations

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The recommended number of CPE credit hours is: 1

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Original Air Date Archives Level CE Credits*
Thursday, 08/22/12
12:00 noon – 1:00 p.m. ET
Order online
Call: 1-800-392-6900
Via Email
Intermediate PACE: 1 hr
CPE: 1 hr
CFP®: 1 hr
[Password provided in your registration email]

* You must participate in the live event to get the PACE, CPE and CFP credit.

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Dynasty Trusts: Estate Tax Savings & Creditor Protection for Multiple Generations
Archive: $
Total: $
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This program has particular relevance for the Estate Planning, Financial Planning, and Risk Management Sections.

Program Overview

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:

  • Why most trusts are not drafted as well as they could be
  • Which states have better dynasty trust laws and how to use them
  • The differences between support trusts and discretionary trusts
  • The benefits of a dynasty trust

Featured Speaker:

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.