OSHINS 11: Eleven Estate Planning

Date: Tuesday, January 24, 2017
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Richard A. Oshins, Esq., AEP (Distinguished)


OSHINS 11: Eleven Estate Planning "Myths", "Opportunities", "Conundrums" and "Unintended Consequences" Associated with Our Most Popular Planning Techniques

Competent advisors would never recommend a business entity that could be pierced by creditors or is tax inefficient.  Unfortunately, with shocking regularity planners are too passive during the estate planning process in advising clients about the unnecessary and substantial harm that will occur by not using a properly designed trust.


1.      Trust design strategies that can achieve massive income tax benefits, including avoiding the Sec 1031 “lock-in”, obtaining new depreciation, etc…

2.      Everyone wants the same six things – control, full use, flexibility, asset protected, tax beneficial, simplicity – and they are obtainable.

3.      The “Use” Trust – Control is powerful; outright ownership is hazardous.  Control it, use it, enjoy it, but don’t lose it. 

4.      Most trusts are like the “Emperor’s New Clothes”; clients think they are protected, but they are very much exposed.

Note: This program qualifies for 1-hour of Attorney, CPA, Professional Fiduciary and Trust Officer continuing education credit; also qualifies for 1-hour CE with the CFP Board of Standards (Program ID: 234092), and with the CA Dept of Insurance (Course No.: 348451).

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 multi-generational wealth planning particularly with regard to closely held businesses.  He is regarded as one of America’s top estate planning lawyers advising wealthy clients throughout the United States. Mr. Oshins is also 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 honored as a recipient of the “Distinguished Accredited Estate Planner” award and inducted into the Estate Planning Hall of Fame in 2007 by the National Association of Estate Planners & Councils.  He was named the Las Vegas Tax Law Lawyer of the Year in 2013 and the Las Vegas Trusts and Estates Lawyer of the Year in 2014 by The Best Lawyers in America.  He has also been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor.  He received a J.D. degree from St. John’s School of Law, and holds an M.B.A. degree in taxation with honors from the University of California at Berkeley, and a LL.M degree in taxation with honors from George Washington University School of Law. 

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 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, Advisory Board of CCH and the Attorney Advisory Board for Merrill Lynch Trust Company.  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.

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