by
STEVEN J. OSHINS
Abstract: Opportunity shifting is a technique used to move anticipated future wealth into irrevocable trusts so that the wealth can be protected from estate, gift, and generation-skipping transfer taxes, and creditors, including spouses and ex-spouses. Whenever the owner of a large estate has a "hot" business or investment opportunity, the estate owner should consider "referring" the opportunity to a trust that is protected from transfer taxes and creditors. This strategy can create a large cash flow inside the trust to pay the premiums for large life insurance policies. full article
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