One Big Beautiful Estate Planning Webinar - What to do Now скачать в хорошем качестве

One Big Beautiful Estate Planning Webinar - What to do Now

00:00 – Introduction and overview of The One Big Beautiful Bill 03:15 – Key provisions and their impact on estate planning 09:42 – Beyond the estate tax threshold: why planning still matters 16:28 – Planning opportunities: trusts, asset protection, and basis step-ups 27:55 – Practical steps for adapting plans in the new landscape 38:40 – Closing thoughts and next steps The One Big Beautiful Bill is one of the most sweeping tax reforms in decades, impacting dozens of provisions that directly and indirectly shape estate planning. In this webinar hosted by Shenkman Law, Alan Gassman, Jonathan G. Blattmachr, and Martin Shenkman discuss what’s changed, what opportunities exist, and why planning is more essential than ever. Viewers will hear how higher exemptions and new deductions influence estate planning decisions, why asset protection, income tax efficiency, and flexibility remain critical, and which practical steps can optimize trusts, charitable giving, and basis step-ups. The conversation also addresses how to prepare for inevitable future legislative changes so that plans remain effective over time.