The Dynastic “Use” Trust as the “Centerpiece” of the Estate Plan – Virtues, Design Strategies Implementation and Efficient Management

Date: Tuesday, January 28, 2014
Time: 4:30 PM - 8:00pm
Location: Santa Ana Country Club / 20382 Newport Boulevard / Santa Ana 92707
Speaker: Richard A. Oshins, Esq. | Oshins & Associates, LLC


Registration: 4:00 PM | Speaker Presentation: 4:30 to 5:30 PM (First hour)

Dinner Registration: 5:30 PM | Dinner and Speaker Presentation: 6:15 to 8:00 PM (Second hour)

Presentation Description: Generally, most clients want the same things: control; use and enjoyment of their assets until death and protection of their assets from potential claimants.  They also want all (or most) of these benefits for their family members or other loved ones.

This presentation will discuss planning strategies using the Dynasty Trust as a multi-generation planning “process” to insulate the family wealth from substantial and unnecessary erosion that is generally inherent in most planning while avoiding the complexities that clients abhor. 

Designed, operated and managed efficiently, the Dynasty Trust will provide all of the virtues and shelter benefits of ILITs, FLPs, APTs, QPRTs, Pre-Nups, and Rev Trusts without the negative features such as prohibited controls and restricted beneficial enjoyment.  Because the shelter benefits can be obtained with loss of controls, the Dynasty Trust should be the “Centerpiece” of the family wealth plan.

Please note: Course is approved for 2-hours of continuing education for Attorneys, CPAs, Trust Officers, and Professional Fiduciaries.  Life Insurance: Course is approved for  2-hours of continuing education with the California Department of Insurance, course number: 305030.  CFPs: Course is pending approval for 2-hours continuing education with the Certified Financial Planners Board of Standards.

SPEAKER: 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 by the National Association of Estate Planners & Councils and has 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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