Dynasty Trusts and other advanced Estate Planning Tools
Heidi C. Freeman
HEIDI C. FREEMAN is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. Her practice areas include estate, business and asset protection planning with a special emphasis on Dynasty Trusts, Nevada Asset Protection Trusts and Grantor Retained Annuity Trusts. Ms. Freeman is certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners & Councils. She has been designated as an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils. She has been listed as a Rising Star in the Mountain States Super Lawyers magazine for Tax and Estate Planning for each of the years 2008-2014.
A New Jersey native, Ms. Freeman was raised in Princeton Junction, New Jersey. She received a B.A. in Accounting from the University of Oregon in 1999 and earned her J.D. with honors at The University of Texas School of Law in 2003. Ms. Freeman is a member of the State Bar of Nevada and served as an officer for the Southern Nevada Estate Planning Council from 2007-2011.
Ms. Freeman co-authored the articles: "Efficient Use of Nonqualified Stock Options as a Wealth Transfer Vehicle," Estate Planning (Sept. 2005), "Minimizing the Risks of Owning Hot Investment Properties," Broker Agent (Sept. 2005), “Nevada’s Homestead Exemption – A simple way to protect the equity in your home,” Around Your Home and Your Neighborhood (May 2008), “The Completed Gift Nevada Asset Protection Trust: A Unique Way for People to ‘Have their cake and eat it too’”, Communique (March 2010), “Did the American Taxpayer Relief Act Put the Nail in the Coffin of Estate Planning? Uses of Traditional Estate Planning Components for Non-Tax Purposes,” Nevada Lawyer (May 2013), and “Top Ten Reasons Why People with Even Modest Estates Need Estate Planning,” Ultimate Estate Planner (January 2014).
In 2010 she gave a presentation at the annual conference for the Association for Advanced Life Underwriting in Washington D.C. entitled “Beneficiary-Defective Inheritor’s Trust (BDIT): Using Guaranties to Expand the Pipe Dream.” She has given presentations on the topics of Advanced Asset Protection and Advanced Wealth Shifting Techniques at Lorman Education and National Business Institute seminars. Heidi can be reached by telephone at 702-341-6000 ext. 3, by email at firstname.lastname@example.org or at the law firm's web site, www.oshins.com.