The OBBBA’s ripple effect: What it means for philanthropy and estate planning | Webinar скачать в хорошем качестве

The OBBBA’s ripple effect: What it means for philanthropy and estate planning | Webinar

The One Big Beautiful Bill Act (OBBBA) is reshaping how families and advisors approach charitable giving and estate planning. In this webinar, Jennifer Kohlbacher, director of wealth strategy, and Scott Luhnau, vice president of multi-generational wealth planning, discuss the new rules, strategic opportunities in philanthropy and estate planning, and how to plan for the long term. Moderated by Jodi Robinson, vice president of tax services. 00:00 Intro 02:02 Estate tax changes and impact on estate planning 04:15 Impact and estate strategies for net worth segments 09:26 Portability and what it means 11:50 Estate strategies for married couples 14:40 Charitable giving strategies from estate planning perspective 17:20 Charitable provision changes in the OBBBA legislation 24:00 New limitations for itemized charitable deductions 29:33 Strategic considerations for charitable planning 35:45 Qualified charitable distributions (QCDs) from IRAs as part of charitable planning 40:35 Examples of post-OBBBA real-life strategies 46:10 Opportunities or risks currently overlooked in planning 48:15 Q&A: trusts, state-specific planning, donor-advised funds (DAFs), QCDs, estate tax exemption 59:31 Disclosures and outro For more information, please visit us online at https://www.mariner.com/ Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - https://itunes.apple.com/us/podcast/y... Spotify - https://open.spotify.com/show/2vZ0s75... CONNECT WITH US ON SOCIAL LinkedIn:   / access-mariner   Facebook:   / accessmariner   YouTube:    / @accessmariner   Instagram:   / accessmariner   ============================================= These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Disclosures: https://www.marinerwealthadvisors.com...