Part 1: One Big Beautiful Estate Planning Webinar – What to do Now

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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

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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

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Explore how OBBBA is reshaping the use of non-grantor trusts in charitable planning. In this advanced session, top estate planning attorneys examine the impact of the repeal of Code Section 68(e) and the new 2/37ths reduction on charitable deductions. Learn how these changes affect existing trusts, charitable lead trusts, and when strategies like QCDs or bunching may offer better outcomes. Watch now for key insights to guide post-OBBBA planning.

Part 4: Basis Planning Post OBBBA

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With OBBBA’s new $15M exemption, many clients will no longer face federal estate tax, shifting the focus toward income tax basis planning. In this session, leading estate planners will explore upstream and downstream strategies, reconciling basis step-up planning with traditional trust structures, and discussing options for revising existing plans. Learn how to use powers of appointment, adjust credit shelter trusts and SLATs, and adapt gift planning to the post-OBBBA landscape.

Part 5: Basis, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning

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The OBBBA has reshaped trust and tax planning, raising new questions and opportunities for practitioners. This two-hour program will examine whether life insurance in trusts should be surrendered or repurposed, how basis planning is affected, and when (if ever) to unwind trusts for a step-up in basis. We’ll address incomplete vs. complete gifts, Kiddie Tax concerns, and state law opportunities such as Community Property Trusts and JESTs. The session also explores income shifting with non-grantor trusts, DNI and 643(f) challenges, charitable deduction strategies post-OBBBA, and key considerations when converting grantor to non-grantor trusts.