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Event Profile

WEBCAST - Advanced Estate Planning with Steve Oshins (6 total credit hour/includes 1 ethic credit)

March 24, 2017

Location: OBA Webcast - anywhere with a computer; iPad or Smartphone

This event has a fee

OBA/CLE Presents:

Advanced Estate Planning with Steve Oshins

NOTE: In order to obtain credit for this webcast it MUST be viewed on 3/24/2017 starting at 9 am CST, because this program is being broadcast at that date and time, the credit is considered unlimited (live) credit by OBA/MCLE.

CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 6 hours of mandatory CLE credit, including 1 hour of ethics.

TUITION: Registration for the live webcast is $250. Seniors may register for $75 and members licensed 2 years or less may register for $100.

NOTE: This program is NOT approved for Texas credit. The Texas Bar will not permit members to submit online programs for Texas credit.

CHECKPOINTS: This program will contain random checkpoints. In order to submit credit for this program, you must confirm your presence at the checkpoints. If you do not meet the checkpoint requirement you may not receive credit for the live program. The checkpoint submission is entirely dependent on your successful completion of the system check.

NOTE: At the end of the program click on the “Credit Submission Tab” to go to your credit profile and begin the credit submission process. Please remember to submit credit on the day of the event.

Program Planner:

Dawn Hallman, Hallman & Associates, P.C. Norman


Steven J. Oshins, Esq., AEP (Distinguished)
Oshins & Associates, LLC – Las Vegas, NV

9:00 - Steven J. Oshins

The Hybrid Domestic Asset Protection Trust: A Third-Party Trust that can turn into a Self-Settled Trust

There are now 16 states that have statutes allowing a person to set up an asset protection trust for themselves. It is impossible to be an estate planner without also being an asset protection planner since asset protection planning is a necessary part of estate planning. The speaker will describe Domestic Asset Protection Trusts, but will also discuss the risks involved and how those risks can easily be avoided using a version of this trust called a Hybrid Domestic Asset Protection Trust.

10:30 - Break

10:40 - Steven J. Oshins

How Do We Plan after the Valuation Discount Rules are Officially Changed?

The Treasury released Temporary Treasury Regulations last year that would substantially curb the ability to obtain valuation discounts for interfamily transfers. This has been one of the most heavily-discussed topics since those Temporary Regulations were released. Does this mean the end for advanced estate planning? The answer is no. The speaker spend time during the session describing many advanced estate tax reduction techniques that would still be allowable even if the Final Treasury Regulations are drafted as they read in the Temporary Treasury Regulations.

11:30 - Networking lunch (on your own)

Noon - Overview and Administration Issues for Credit Shelter Trusts - Dawn Hallman, Hallman & Associates - Norman

12:50 - Break

1:00 - Tax Issues to Consider - Donna Jackson, Donna J. Jackson & Associates – Oklahoma City

1:50 - Break

2:00 - The Ethical Trustee (Trust Administration from the Trustee’s perspective) Ethics - Brian Hill

2:50 Adjourn

In-Person Registration Available: OKC Program – Click Here

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