Decanting and Friends – Modifying Irrevocable Trusts, Part 2 (Advanced)
A “practical application” discussion with Steve Oshins, Foss Hooper, and Jennifer Johnson. The main purpose of this session is to build on the techniques covered in Part 1, to create additional revenue opportunities for your practice. Special emphasis will be on taxation and asset protection. Whether it be converting to domestic asset protection trusts, minimizing capital gains taxes, or adapting to the ever-changing Medicaid and special needs requirements, there is a tremendous opportunity for each one of us to grow our practices while providing value to our clients. Questions are encouraged while we work through how to apply the various strategies.