Mastering the 1031 Exchange Process and Gaining Technical Fluency Through Case Studies
June 28, 2018
Get More and Better Clients From Professionals and Clients
July 16, 2018
Getting Your Legal Affairs in Order in a Changed World – Pitfalls and Options
$25.00
Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
Effective planning is as much or more about preserving family relationships as it is about preserving family assets. Most estate plans will fail to preserve the family relationships and will also fail to take advantage of the changes in the law. Join us to review: protections and control for the surviving spouse; today’s disability planning pitfalls and options; as well as your trustee’s rights, responsibilities, and liabilities. Estate planning and settlement isn’t about a rote distribution of assets. It’s about caring for and supporting the relationships embedded in the plan.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq. and Brooke Jensen, Esq.
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The Gathering 2018 – Nevada Trusts in 2018: The NOST, NING, IGIT, & BDIT
$25.00Jeff and Rebecca will discuss the advisability, applicability and benefits of creating Nevada Trusts for asset protection, estate tax minimization, and state income tax avoidance. The discussion will include the use of Nevada Domestic Asset Protection Trusts (also known as Nevada On Shore Trusts or “NOSTs”), Nevada Incomplete Gift Non-Grantor Trusts (“NINGS”), Intentionally Defective Grantor Irrevocable Trusts (“IDGTs” or “IGITs”), and Beneficiary Defective Irrevocable Trusts (“BDITs”). In addition, there will be a discussion regarding the California Uniform Voidable Transactions Act (“UVTA”) and its potential impact on Nevada Trusts for California residents.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Jeffrey Burr, Esq. and Rebecca Haines, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands
$25.00The use of trust advisors and protectors in domestic trusts has increased dramatically in recent years. The popularity of trust advisors and protectors is reflected in the growing body of statutory recognition, extending beyond directed trust statutes to other states as the Uniform Trust Code spreads. Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust advisors and protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. In this session we Matt will examine the law and develop a framework for practicing with trust advisors and protectors in new and more sophisticated ways.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Matt McClintock
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The Gathering 2018 – Marital Deduction Planning in the Current Tax Environment
$25.00Spend a couple of hours with Lew Dymond discussing reflections, considerations, musings, and cogitations on Marital Deduction Planning in light of portability and high applicable exclusion amount.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Lew Dymond, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
