One Big Beautiful Estate Planning Webinar скачать в хорошем качестве

One Big Beautiful Estate Planning Webinar

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning? First, an overview of the 14 largest tax benefits contained in the BBB will be presented. Even those focusing solely on estate planning need some understanding of the incredible scope of the BBB on the nation’s tax system. This webinar focuses on the "Big Beautiful Bill" and its significant provisions directly and indirectly affecting estate planning. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington, are all important. What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed. Speakers: Martin Shenkman, Esq., Jonathan G. Blattmachr and Alan S. Gassman. For more information on estate planning, including additional videos, articles and more, check out www.shenkmaneducation.com. The information presented is for educational purposes only. The video does not constitute advertising, solicitation, legal, tax, or other professional advice. The information is not represented to be correct, complete, or up to date. Tax, property and other laws change frequently and the content on this channel is not updated to reflect that. Older content may still have some educational value even if portions of it are not current.