PPT-The Power of Decanting: Is the Trust Really Irrevocable? & Nevada Trusts

Steven J Oshins Esq AEP Distinguished Law Offices of Oshins amp Associates LLC Copyright 20142016 by Steven J Oshins All rights reserved Irrevocable I cant change my trust. Diana S.C. Zeydel. Greenberg Traurig, LLP. 333 S.E. 2. nd. Avenue. Miami, FL 33131. 305-579-0575. zeydeld@gtlaw.com. New Estate Tax Law Summary. 2009. 2010. 2011-2012. 2013. 2014. Annual Exclusion Gifts (Don’t Count. 1. How to Include Pets. in an Estate Plan. Visiting Professor Gerry W. Beyer. Pet Ownership in America Today. 71.1 Million households own at least one pet (63% of all households). Dogs = 43.2 million households.  . 2015 Delaware Tax Institute. 1. Today’s Discussion. Brief Decanting Overview. Income Tax Considerations. Federal Wealth Transfer Tax. Taxable Gift. GST issues. 2. Decanting . Generally speaking, a decanting . By N. Richard Grassano CPA. OUTLINE:. 1) Estate Gift Limits. 2) Trusts (Revocable & Irrevocable). 3) FLP. 4) Advanced Asset Protection Vehicles. 5/15/2015. 2015 Estate & Gift Tax Exclusions. . Complex Drafting in . Elder . Law. What We Will Cover. Irrevocable Trust Drafting Provisions. Drafting Irrevocable Trusts for VA v. Medicaid . Purposes. Decanting. How to Safely Achieve Grantor Trust Status. March 2016. 2. Effect of new Russian CFC Rules on choice of trusts vs. foundations. 3. Absence of trust regulation in . Russia (1). Russia is a civil law country: no concept of beneficial ownership (but beneficiary concept evolved and recently introduced in statutes);. a Trust. Brian Simmons, CFP®, Senior Vice President, Trust Officer. About Premier Trust. Advisor-Friendly Nevada Trustee. Ladenburg . Thalmann. subsidiary. Highland sister company. 40+ Employees. Administer over 3,000 Trusts. New York Bankers Association. 70. th. Annual Trust & Investment Conference. September 21-23, 2016. Cooperstown, New York. Decanting. S.5191(. Bonacic. )/A.6263(. Braunstein. ). Support. A technical amendment to 2011 Decanting Statute which allows fiduciaries to invade principal using power of appointment to create new trusts.. “WE CAN WORK IT OUT” - DECANTING: FLEXIBILITY AND DANGERS. THE STATE DECANTING STATUTES. Meryl G. Finkelstein. Partner. Brick & Patel LLP. mfinkelstein@brickpatel.com. October 25, 2016. INTRODUCTION. Diana S.C. Zeydel. Greenberg Traurig, LLP. 333 S.E. 2. nd. Avenue. Miami, FL 33131. 305-579-0575. zeydeld@gtlaw.com. New Estate Tax Law Summary. 2009. 2010. 2011-2012. 2013. 2014. Annual Exclusion Gifts (Don’t Count. Decanting – A New Look at an Old Friend Diana S.C. Zeydel Greenberg Traurig, LLP 333 S.E. 2 nd Avenue Miami, FL 33131 305-579-0575 zeydeld@gtlaw.com New Estate Tax Law Summary 2009 2010 2011-2012 2013 All About Trust(s)!!. Presented on July 26, 2019. Daniel A. Timins, Esq., CFP. 477 Madison Avenue, Suite 240. New York, NY 10022. (212) 683-3560. dan@timinslaw.com. www.timinslaw.com. Disclaimer. Attorney Advertising. Please note that prior results do not guarantee a similar outcome. This site and any information contained herein are intended for informational purposes only and should not be construed as legal advice. Seek competent legal counsel for advice on any legal matter.. MOVING BEYOND THE BASICS OF SIMPLE WILLS AND ASSET TITLING . & . THE POWER OF INVESTMENT TRUSTS. Daniel Timins, Esq., CFP®. The Law Offices of Daniel Timins. 477 Madison Avenue, Suite 240. New York, New York 10022. COMMON TRUST STRUCTURES . By: Leslie Levin, Esq. . llevin@cuddyfeder.com. December 9, 2020 . WESTCHESTER. NEW YORK CITY . HUDSON VALLEY . CONNECTICUT . T 914 761 1300 . F 914 761 5372. cuddyfeder.com.