BEGIN:VCALENDAR VERSION:2.0 PRODID:-// - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://interactivelegal.com X-WR-CALDESC:Events for REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20250910T150000 DTEND;TZID=America/New_York:20250910T170000 DTSTAMP:20260430T211204 CREATED:20250904T152558Z LAST-MODIFIED:20250905T072806Z UID:47695-1757516400-1757523600@interactivelegal.com SUMMARY:OBBBA Part 5: Basis\, NonGrantor Trusts and More: 2 Hour Deep Dive on Post-OBBBA Planning DESCRIPTION:Complimentary Webinar: Basis Planning After OBBBA\n \n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n Webinar Description \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n 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. \n Attendees will leave with practical\, actionable insights for navigating post-OBBBA planning with confidence. \n \n \n \n \n \n \n \n \n \n \n Register Now\n \n \n \n \n \n \n \n \n \n \n \n \n \n Meet Our Speakers \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Jonathan G. Blattmachr\, Esq.Editor in Chief and Co-FounderInterActive Legal \n \n \n \n \n \n Robert S. KeeblerInterActive Legal Advisor \n \n \n \n \n \n Martin M. Shenkman\, Esq.InterActive Legal Advisor \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Complimentary OBBBA Webinar Series  \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Part 1: One Big Beautiful Estate Planning Webinar – What to do Now \n \n \n 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. \n \n \n \n \n \n Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits \n \n \n 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. \n \n \n \n \n \n Part 3: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts\,  Sec. 68(e)\, and Other Post-OBBBA Planning Considerations \n \n \n 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.  \n \n \n \n \n \n Part 4: Basis Planning Post OBBBA \n \n \n 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. \n \n \n \n \n View OBBBA Webinar Series\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Tips \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n After registering\, you will receive a confirmation email containing information about joining the webinar.\n Please note that space is limited in the live broadcast\, and we therefore recommend that you join early. Those connecting late may not be able to participate in the live event.\n A recording of this webinar will be posted to our website here: https://interactivelegal.com/big-beautiful-bill/\n Visit our website event page to learn more about what is happening at InterActive Legal.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Webinar Sponsors \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Continuing Education Credits \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n InterActive Legal is not an approved Continuing Education (CE) Sponsor. However\, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences\, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors. \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Connect\, Collaborate and Create ® \n \n \n Estate Planning and Elder Law professionals turn to InterActive Legal as their main resource for the latest planning strategies. We provide the most comprehensive productivity system on the market with an easy-to-use document drafting system\, extensive continuing education\, thought-provoking discussion forums\, and more. \n \n Click Here to Learn More! URL:https://interactivelegal.com/event/basis-nongrantor-trusts-and-more-2-hour-deep-dive-on-post-obbba-planning/ ATTACH;FMTTYPE=image/jpeg:https://interactivelegal.com/wp-content/uploads/2025/07/2025-07-10-OBBBA-760x438-1.jpg END:VEVENT END:VCALENDAR