Oshins 11 Eleven Counterintuitive Estate Planning Opportunities and Conundrum
Cost: Members $25, Guests $50
Speaker: Richard Oshins
Topic: Turning a BDIT into a Can;t Beat IT
About the talk: This presentation will cover eleven counter-intuitive estate planning strategies and why a substantial. Topics will include new powerful planning strategies and considerations with life insurance, FLP and FLLCs, and solutions for trust design and operational inefficiencies. In addition, the illusory “10%” seed money myth will be debunked, including an analysis of how the USSC has opined on the issue of economic substance and instalment sales.
Speaker bio: RICHARD A. OSHINS is a member of the Las Vegas law firm of Oshins & Associates, LLC where he concentrates in tax and estate planning with a substantial emphasis on multigenerational wealth planning particularly with regard to closely held businesses. Mr. Oshins is regarded as one of America’s top estate planning lawyers advising wealthy clients throughout the United States. In addition, he has been an advisor and consultant to many of the largest financial institutions in the United States. He has been listed in both The Best Lawyers in America and Martindale-Hubbell's list of Preeminent Lawyers from their inception, and has been inducted into the Estate Planning Hall of Fame® by the National Association of Estate Planners & Councils. Dick was also selected by Worth magazine as one of the Top 100 Attorneys in the United States and has been named one of the 24 “Elite Estate Planning Attorneys” by the Trust Advisor.
Prior to coming to Nevada, Mr. Oshins served as a law clerk for the United States Court of Claims in Washington, D.C. and as an Attorney-Advisor in the Office of the Tax Legislative Counsel, U.S. Treasury Department, in Washington, D.C. That office reviews and assists in the development of tax regulations, rulings and other tax matters, and takes part in the presentation of the Treasury Department’s recommendations for federal tax legislation before Congressional tax committees. He is on the Advisory Board of the NYU Institute on Federal Taxation, the Editorial Board of Estate Planning Magazine, and Advisory Board of CCH.
Mr. Oshins has lectured extensively on innovative tax and estate planning strategies and is the author or co-author of many articles including the Journal of Taxation, Trusts and Estates, The Tax Executive, Estate Planning, C.L.U. Journal, Real Property Probate & Trust Journal, NYU Institute on Federal Taxation, Southern California Institute on Federal Taxation, CCH Financial and Estate Planning, Community Property Journal and Tax Notes. He is an author of the “Practitioner’s Strategies” column of the CCH Estate Planning Expert Library which provides practice-focused commentary on hot topics, emerging issues and trends pertinent to practitioners in the field of estate planning and related fields.
Continuing Education
CPE
For information regarding program complaint or cancellation policies, please contact our offices at 314-520-3564.
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a 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.
Learning Objectives: Upon completion of this course, attendees should be able to recognize the need to review in force life insurance policies and feel more comfortable recognizing plans that may need updating or are in jeopardy. Attendees should come away with a better understanding of how to manage both term and permanent plans to achieve best possible results.
Deliver Method: Group-live setting
Earn 1 CPE credit for this session
Field of Study: Taxes
Program Level: Intermediate
Who should attend? Everyone at al levels
