Using Nevada Trusts For California Business Owners – Considering Sale Or Not


Using Nevada Trusts For California Business Owners – Considering Sale Or Not

Most business owners are seeking ways to protect their assets, minimize estate tax and avoid state income tax. For many, the answer may be a Nevada Trust of some flavor. Ann and Jeffrey will discuss 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.

Learning Objectives:

  • Discover what current business owners are talking about when considering reducing state income taxes for a current business or a future sale.
  • Understanding the difference between entity asset protection and personal asset protection for the business owner
  • Compare and contrast current and future state income and capital gain tax options for the business and/or the business owner
  • Balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs
  • Increase your knowledge and options for business owner clients in order to better attract, engage, and work with your perfect client.


About the Presenter:

Learn from industry experts Ann Rosevear, JD, and Jeffrey Dunham, CEO about using the Nevada Trust.


This event is free to attend! Thank you to our Sponsors:

This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Ann Rosevear, JD

Ann Rosevear, JD

President and Chief Trust Officer for Dunham Trust Company


Jeffrey Dunham

Jeffrey Dunham

Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Funds


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® hour

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at