LAW OFFICES OF OSHINS & ASSOCIATES, LLC

Our law firm is nationally known for the Megatrust^sm. The Megatrust^sm is considered by many practitioners to be the most flexible trust in the country.  The Megatrust^sm can best be described as "an enhanced dynasty trust" because of some of the features that we include for maximum flexibility (such as (1) the Beneficiary Controlled Trust feature, (2) language giving the beneficiaries the "use" of the trust assets, and (3) giving an independent trustee the power to amend the trust to take advantage of favorable changes in the law).  We have developed over thirty different Megatrust^sm forms, each serving a slightly different purpose.   

Generally, a "dynasty trust" is an irrevocable trust that continues for as long as state law allows. In most states, a dynasty trust protects the trust assets from divorce, creditors and estate taxes for approximately 90 to 120 years.    The Megatrust^sm provides these benefits, but without the restrictions generally found in the inflexible dynasty trusts that we often see drafted by many practitioners around the country.

• "The Megatrustsm: An Ideal Family Wealth Preservation Tool," Trusts & Estates (Nov. 1991), co-authored by Richard A. Oshins and Jonathan G. Blattmachr.

• "Protecting & Preserving Wealth into the Next Millennium," Trusts & Estates (Sept/Oct 1998), co-authored by Richard A. Oshins and Steven J. Oshins. This article was also republished in the June and July 1999 issues of The Monthly Digest of Tax Articles. 1998 EPIC AWARD WINNER!

• "In Search of the Perfect Estate Plan: A Pipe Dream Can Become a Reality," CCH - Financial and Estate Planning (Nov. 1998), authored by Richard A. Oshins

• "The Dynastic Trust under the Relief Act of 2001," Tax Notes (Oct. 8, 2001), co-authored by Richard A. Oshins and Jerry A. Kasner

• "Asset Protection and the Spendthrift Trust," CCH - Estate Planning Review (Oct. 22, 2001) - Steven J. Oshins interview. This interview was also republished in the January-February 2002 issue of Journal of Retirement Planning.

• "The Inheritor's Trustsm: The Art of Properly Inheriting Property," Estate Planning, Vol. 30, Nos. 9 and 10 (Sept. and Oct. 2003), co-authored by Richard A. Oshins and Noel C. Ice

• "Trust a Trust: The Benefits of Using Beneficiary-Controlled Trusts," Trust & Investments (Nov./Dec. 2003), co-authored by Rozlyn L. Anderson and Richard A. Oshins

• "The Inheritor's Trustsm: Planning in Contemplation of an Inheritance," Lawyers Weekly USA (Jan. 2004), authored by Steven J. Oshins

• "The Effect of the UTC on the Asset Protection of Spendthrift Trusts," Estate Planning (Aug., Sept. and Oct. 2004), co-authored by Mark Merric and Steven J. Oshins

• "The New Nevada 365-Year Dynasty Trust: Nevada Becomes a Leading Dynasty Trust State," Communique (Mar. 2006), authored by Steven J. Oshins

For related media articles, read:

* "Building trust with proper tools can stave off estate taxes forever, "Daytona Beach News-Journal, January 15, 2001

* "Providing For The Year 3000," Forbes, June 11, 2001

* "Building Your Own Dynasty," Wall Street Journal, September 15, 2004

* "The Inheritor's Saferoom," Registered Rep, July 1, 2005

* "Inheritor's Trust New Trend in Estate Planning," Lawyers Weekly USA, August 1, 2005

* "A Dynasty Trust that Requires a Family Chat," Investment News, August 22, 2005

* "Set Up a Trust for the Inheritance to Come," Horsesmouth, August 22, 2005

* "Helping Wealthy Families Create Dynasty Trusts," Horsesmouth, January 31, 2005

* "Spotlight on the Inheritor's Trust," Estate Analyst, Agust 2005

* "Beyond the Prenup - Families Increasingly Turn to Trusts to Protect Assets, Inheritances from Ex-spouses," Wall Street Journal, September 22, 2005

* "Stash Your Cash Before You Tie The Knot," Lawyers Weekly USA, October 24, 2005

* "Daddy, Can I Please Have a Beneficiary Controlled Trust?," Financial Advisor, November 2005

* "Demystifying Trust Funds," Wall Street Journal, December 24, 2005

* "wsjdynasty," Wall Street Journal, 2005

* "Estate-planning lawyer succeeds by helping clients protect their wealth," Las Vegas Review Journal, March 27, 2006

* "Dynastic Trusts Today - An Interview with Steven J. Oshins," The Estate Analyst, May 2006