Shoot Out: Nings, Wings, and Dings

ORANGE COUNTY VIRTUAL CHAPTER EVENT

Shoot Out: Nings, Wings, and Dings


Join Rebecca and Marty as they “shoot it out” to help you compare and contrast various jurisdictions’ statutory, taxation and investment platforms for your clients. Understand the challenges and opportunities when engaging your clients in planning outside of their current state of residence. Do you include jurisdictional selection planning in your practice by partnering with experts, holding yourself out as the expert, or, do you ignore it all together?

 

Learning Objectives:

  • Increase your knowledge and options for business owner clients in order to better attract, engage, and work with your perfect client.
  • How to balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs.
  • Compare and contrast current and future state income and capital gains tax options including the use of: “NOSTs,” NINGs,” “IDGTs,” and “BDITs.”
  • The advantages of using a Wyoming LLC
  • The mechanics of a Wyoming Domestic Asset Protection Trust
  • How to use the LLC and Wyoming DAPT together (cowboy cocktail) to achieve the maximum asset protection, while giving your client the most amount of flexibility.

 

About the Presenters:

Learn from industry experts Rebecca Haines, Estate Planning Attorney for Jeffrey Burr Ltd., and Marty Oblasser, Project Manager for the installation of the Chancery Court in the Wyoming Supreme Court.

Meet the Presenters

 

This event is free to attend!

Thank you to our Sponsors:


 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIOrangeCounty.org.

About the Presenters


Rebecca Haines

Rebecca Haines

Estate Planning Attorney,
Jeffrey Burr Ltd.

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Marty L. Oblasser

Marty L. Oblasser

Project Manager for the installation of the Chancery Court in the Wyoming Supreme Court.

Read Full Bio