Steve Siegel Podcasts
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3 IDGT Forms Explained (1-Hour Audio)$99.00In this audio recording, Mr. Siegel goes through, and explains reasons for the drafting of, all of the provisions of the three (3) forms he wrote.
Specifically, he covers Intentionally Defective Grantor Trust Forms: Intentionally Defective Grantor Trust (7 Pages), Installment Sale To Trust (3 Pages), Promissory Note For Sale To Defective Grantor Trust (2 Pages) which are on www.NLFforms.com under the "Trusts" category on the homepage. Alternatively, click here: Intentionally Defective Grantor Trust Forms for Sample Pages, Full Form(s) Description and to purchase.Learn More
FREE 5 MINUTES: To hear - for free - five minutes of this valuable and practical audio presentation by Mr. Siegel, please click here: 5 Minutes FREE -
5 Medicaid Planning Trusts Explained (1.5-Hour Audio)$49.00
In this audio recording, Mr. Siegel goes through, and explains the reasons for the drafting of, all of the provisions of the five (5) forms he wrote.
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Specifically, he covers his: First Party Special Needs Trust (aka Self-Settled Special Needs Trust), Supplemental (aka Special) Needs Trust By Third Party, 5-Year Income Only Trust, Miller Trust, and Life Care Agreement which are on www.NLFforms.com under the "Trusts" category on the homepage. Alternatively, click here: 5 Medicaid Planning Trusts for Sample Pages, Full Form(s) Description and to purchase.
FREE 5 MINUTES: To hear - for free - five minutes of this valuable and practical audio presentation by Mr. Siegel, please click here: 5 Minutes FREE -
Detailed Planning Analysis And New Planning Suggestions: The SECURE Act: A Retirement Plan Distribution Game-Changer (1-Hour Audio)$29.00
To assist you in advising your clients about retirement plan distributions under the SECURE Act, Mr. Siegel provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider.
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Dynasty Trust Form Explained (1-Hour Audio)$99.00
In this audio recording Mr. Siegel goes through, and explains reasons for the drafting of, all of the provisions within the Dynasty Trust Form.
He covers in detail his Dynasty Trust which is under the "Trusts" category. Alternatively, click here: Dynasty Trust (34 Pages) for Sample Pages, Full Description and to purchase.Learn More
FREE 5 MINUTES: To hear - for free - five minutes of this valuable and practical audio presentation by Mr. Siegel, please click here: 5 MINUTES FREE -
IRC Sec. 199A Simplified (43-Minute Audio Recording)$99.00
WHY YOU SHOULD LISTEN:
New IRC Section 199A - the 20% Qualified Business Income Deduction - is one of the most important, and complicated, provisions of the 2017 Tax Cuts and Jobs Act. However, in this useful talk, Steve Siegel simplifies 199A by explaining that, for most of your clients you will be able to determine if 199A is available for them by following just three steps. He then thoroughly describes those steps and how to apply them. His presentation lasts approximately 43 minutes.TOPICS:1. The Purpose Of 199A2. It Is Simplified For Most Clients Through 3 Steps3. Is There A Trade Or Business?defined; guidelines; aggregation rules; independent contractors;rental properties; Rev. Proc. 2019-7 safe harbor4. What Is The QBI?sub S corporations; partnerships; REIT income5. What Is The Client's Taxable Income Without The QBI?6. Determining The QBI Amount7. Planning And ExamplesFREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.Learn More
UPON PURCHASE, The complete recording is immediately available in your online account for your unlimited reference. You may access your purchased recording whenever, and as often as, you wish.
**NO CLE/MCLE CREDIT: This program does not qualify for CLE or MCLE credits and no applications will be made to any state for such accreditations. If you are looking for CLE/MCLE courses, please go to www.NLFcle.com (courses on Flash Drive, CD and DVD) and www.NLFonline.com (online courses). -
Portability: More Important Than Ever (80-Minute Audio)$59.00Portability allows the estate of a decedent who is survived by a spouse to make an election to transfer the decedent's unused federal transfer tax exclusion. In this December 2022, 80-mimute program, Mr. Siegel gives a useful and comprehensive explanation of portability. Please see "Details" below for the many topics he covers.
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Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio)$59.00
Due to the impending possible drastic reduction in the Federal estate, gift, and GST exclusion by the Biden administration, SLATs have become the hottest topic in estate planning for many clients, not just the very wealthy.
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IMPORTANT: This 1-Hour Audio is available for CLE credit on our sister sites. To take this course for online study go to www.NLFonline.com. To take this course on Audio CD, Flash Drive or by Email Delivery go to www.NLFcle.com. Only purchase the audio from this website, www.NLFforms.com, if you do not want CLE credit for this program. The audio and course materials will be emailed to you by next business day.
Mr. Siegel's fully-editable SLAT form is available here: Spousal Lifetime Access Trust (SLAT) (30 Pages). It is not included with the one-hour audio program. -
Understanding The SECURE Act (1.3-Hour Audio)$59.00
The SECURE Act (Setting Every Community Up For Retirement Enhancement) became effective on January 1, 2020. It is a big game-changer to retirement plan and IRA distributions because it has imposed a maximum 10-year payout for certain beneficiaries. This is huge because many clients have planned their affairs for a lifetime payout.
In this 1.3-hour (80-minute) September 5, 2022 presentation, Steven G. Siegel, JD, LLM, assists you in advising your clients about retirement plan distributions under the SECURE Act. He provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. (This presentation is an update to his January 22, 2020 program and includes, inter alia, a discussion of the Proposed Regulations because they contain significant changes.)Learn More
FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.