OBBBA Complimentary Webinar Series
The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What does this mean to planning?
Part 1: One Big Beautiful Estate Planning Webinar – What to do Now
Discover how the newly enacted Big Beautiful Bill (“BBB”)—officially, the One, Big, Beautiful Bill Act—will reshape the landscape for estate planners. In this webinar, nationally recognized attorneys Jonathan Blattmachr, Alan Gassman, and Martin Shenkman break down the BBB’s 14 most impactful tax provisions, explain their direct and indirect implications for estate planning, and outline practical strategies you can implement right away. Whether your practice centers on traditional estate planning or sophisticated transfer tax work, understanding the BBB’s sweeping changes is essential. Watch the full session below to stay ahead of the curve.
Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits
Discover how the One, Big, Beautiful Bill Act (OBBBA) is reshaping charitable planning. In this Hot Topic webinar, leading estate planning attorneys Martin Shenkman, Jonathan Blattmachr, Alan Gassman, and Robert Keebler break down OBBBA’s most impactful charitable provisions and share advanced strategies—like leveraging non-grantor trusts and CRTs—to maximize income tax benefits. Stay ahead of these sweeping changes with actionable insights you can implement now.
Part 3: Non-Grantor Trusts, Sec. 68(e), and Other Post-OBBBA Planning Considerations
August 7 @ 4:00pm – 5:00 pm ET
OBBBA made a myriad of changes to the tax law. The indirect planning implications are quite significant. This webinar assumes attendees are already familiar with the basic OBBBA changes and will build on that with a discussion of how and when non-grantor trusts may be used, sometimes differently, in planning post-OBBBA. In particular, we will cover the repeal of Code Section 68(e) and the application of the new 2/37ths reduction in charitable contribution deductions to trusts. What impact will that change have on existing trusts that have charitable beneficiaries? How will charitable lead trusts be affected? What should trustees of such trusts consider? The use of non-grantor trusts to enhance charitable contribution deductions will still make sense for many taxpayers, but practitioners should caution clients pursuing that planning of the implications of the new 2/37 reduction. For some clients using QCDs, bunching, or other planning techniques may be preferable.
