10 Best Estate-Planning Strategies for 2019

PRESENTER: Steve Oshins Attorney Oshins & Associates, LLC	PRESENTER: Robert Keebler CPA Keebler & Associates, LLP	MODERATOR: Susan Lipp Editor in Chief Trust & Estates

Our speakers will provide an overview of the 10 strategies they recommend for clients in 2019, 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 

Not able to attend? Register anyway! Archived versions of Trusts & Estates webinars are available to watch On Demand 24-hours after broadcast. If you registered, you will receive an email with login instructions as soon as the replay is available.