2. Planning for the UHNW Client Part III: The Key to Working with High Powered Advisors
Presented by:
Steve Oshins, Esq., AEP (Distinquished)
Robert Bruderman, Co-Founder, Premier Trust

3. Advisor-Friendly Trust Company in NV Trust Administration ONLY
Largest
Advisor-Friendly Trust Company in NV
Trust Administration ONLY
No Investment Management
Founded in 2001
No Insurance Sales
Client Retains Team of Professionals
No Account
Minimum
Access to NV Trust Friendly Laws

4. Premier Trust - Why? Accept Standalone ILITs
Advisor Friendly Trustee
Does NOT manage investments.
Advisors retain AUM
Eliminates poaching
Accept Standalone ILITs
Ensures death benefit passes outside of estate tax system
Potential new life insurance sales
Owner/Trustee required to manage trust in best interest of the beneficiaries
Requires a review of assets held by trust including life insurance
May include replacing old, under performing life insurance
Continuity of your business
Preserves or further enhances an advisors AUM
Increases Value of your business

5. Premier Trust - Services
Trustee / Successor Trustee / Agent
Irrevocable Life Insurance Trust
Self-Directed IRA’s
Dynasty Trusts
Nevada Asset Protection Trusts
Charitable Trusts
Special Needs Trusts

6. Premier Trust Facts
73% of our beneficiaries reside outside the state of Nevada
Only 6% of our business comes from Ladenburg FA’s
Most come from outside advisors (independent and wirehouses)
Average Trust Size = $750,000 - $1 million
38 Employees
Administers over 3,000 Trusts
1+ Billion in assets under administration. (conservatively)

7. How Easy is It Premier functions as advisor’s back office
Each client is assigned own Trust Administrator
NO NUMBER Call Center
Referrals through Highland receive 10% discount from annual administration fee
Premier works seamlessly with Highland for Insurance

8. Decanting State Rankings Chart

9. View from an Estate Planning Attorney
Working with Premier Trust
My numbers
How having Premier Trust available helps me get new clients
The simple process
Working with the Financial Advisor

10. Advanced Estate Planning using Nevada Laws
Trust Decanting – Distribute assets from current trust into new trust to makes changes or enhance the trust provisions
Dynasty Trust – 365 years: No estate tax; protected from creditors and divorcing spouses; income shifting opportunities
Nevada Asset Protection Trust – Set up asset protection trust for yourself
Hybrid DAPT – For non-Nevada residents
NING Trust – Saving state income taxes

11. Shifting Gears: Proposed 2704 Regs
IRS issued Proposed Regs that would affect valuation discounts
IRC §2704(a) – Lapsed Voting or Liquidation Rights
Three-year rule
IRC §2704(b) – Restrictions on Liquidation
No more state default rules for liquidation rights
Nonfamily member – Disregarded restrictions
10% test
20% test
Six-month put right
Should we be hurrying our large cases?

12. Contact Us