10 Best Estate Planning Strategies for 201710 Best Estate Planning Strategies for 2017
Thursday, January 19, 2017 | 2:00 p.m. ET Join estate planning gurus, Robert Keebler and Steven Oshins as they review the 10 best strategies for 2017.
January 6, 2017
Date: Jan 6, 2017
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Join estate planning gurus, Robert Keebler and Steven Oshins as they review the 10 best strategies for 2017. They will give you practical advice about:
• Formula GPOAs for basis step-up
• Grantor retained annuity trusts funded with legitimate promissory notes
• Gifts of undivided interests in real estate
• Decanting
• Dynasty trusts
• Hybrid domestic asset protection trusts
• Non-grantor trusts for federal and state income tax shifting
• Non-judicial settlement agreements
• "Tax burn" strategy combined with SCINs and private annuities
• Incomplete gift non-grantor trusts
Our Speakers
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| Robert S. Keebler CPA/CFS, MST, AEP Partner Keeble & Associates, LLP | Steven J. Oshins Member Oshins & Associates, LLC |
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