Understanding the difference between entity asset protection and personal asset protection can be confusing for most business owners – but the majority are likely 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 compare and contrast current and future state income and capital gains tax options including the use of: “NOSTs,” NINGs,” “IDGTs,” and “BDITs.” Learn how to balance income and asset protection planning with your client’s current needs and/or their beneficiary’s needs.

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.

(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)

Presented by Ann Rosevear, President and Chief Trust Officer of Dunham Trust, Jeffrey A. Dunham, Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Fund & Direction.