Steve Siegel Podcasts

In 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.

 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.

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

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. 

In this audio recording Mr. Siegel goes through, and explains reasons for the drafting of, all of the provisions within the Dynasty Trust Form.

WHY YOU SHOULD LISTEN:

Portability 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.

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.

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.

 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.