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Event Profile

OKC - IN PERSON - Advanced Estate Planning with Steve Oshins (6 total credit hour/which includes 1 ethic credit)

March 24, 2017

Location: Oklahoma Bar Association - 1901 N. Lincoln Blvd. Oklahoma City, OK 73105

This event has a fee

 On-Line Registration is now closed.
Walk-ins will be accepted at the door.

OBA/CLE Presents:

Advanced Estate Planning with Steve Oshins



Oklahoma Bar Center

1901 North Lincoln Blvd., Oklahoma City, Oklahoma - Click here for location map and driving directions

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.


$200 for early-bird registrations with payment received by March 17th; $225 for registrations with payment received March 20th – March 23rd.  Walk-ins $275. To receive a $10 discount for the in-person program, register online.  Registration for the live webcast is $250.

Seniors may register for $50 on in-person programs (late fees apply) and members licensed 2 years or less may register for $75 for in-person programs (late fees apply). 

CANCELLATIONS: Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. No requests for refunds or cancellations will be accepted on or after the seminar date.

SEMINAR MATERIALS:  The Oklahoma Bar Association is embracing a healthier and greener business environment.  Therefore, seminar materials will be provided in electronic format in a separate email prior to the program.   If you choose to have a printed version of the materials, prior to the sessions you can download and print them. If you would like a hard copy of the materials, there will be a $25 charge, please call Renee at 405-416-7029.


Program Planner:

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


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



8:30        Registration and Continental Breakfast


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

Webcast Available: This program will also be webcast

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