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  • Extension and Increase of Basic Exclusion Amount: Including Impact On “Moderately” Wealthy Clients

    This webinar will provide a discussion of a wide range of current estate planning topics in the post-OBBBA environment. Non grantor trusts can be used to maximize charitable contributions and SALT and other OBBBA benefits. Non-grantor SLANTs are an important technique, but who qualifies as an adverse party? Terminating existing trusts for basis step up has become a conversation topic with many clients, but does it make sense? When and how might it be accomplished? What are the pros/cons and considerations of terminating a trust?

  • Serving Hispanic Families with Compassionate Estate Planning: Practical Insights for Advisors

    Hispanic families are one of the fastest-growing communities in the U.S.—but unique cultural values around family, inheritance, and faith can complicate traditional estate planning. This program will feature a discussion with Sonia Muñoz Gallagher, Esq., and estate and special needs attorney in Florida, exploring the intersection of estate planning and administration and cultural sensitivity when advising Hispanic families.

  • Complimentary Webinar: New Delaware DAPT Case and Asset Protection Planning

    In a recent Delaware asset protection case, In Re CES 2007 Trust, a self-settled domestic asset protection trust (DAPT) was upheld. The settlor had some foot faults in the administration of the trust and the trust owned other entities, but neither of those facts were fatal to the positive result. The court upheld the DAPT even though the settlor served as the trust’s investment advisor and as manager of real estate LLCs owned by the trust. This program will review the recent Delaware case and evaluate its import to asset protection planning generally. The speakers will analyze the facts in the case and make specific recommendations to practitioners as to how to implement similar plans in the future.

  • Future of the Estate Planning Profession

    With a $15 million permanent federal estate tax exemption, fewer clients will need estate tax planning. And though clients will always need estate planning, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table. At the same time, technology and families are both evolving, laws are changing, and practitioners face new challenges.

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

    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.

  • Complimentary Webinar – Well-Being Trusts: Beyond Distribution Standards

    While trusts have always been created to protect beneficiaries, more can be done to help beneficiaries benefit from the wealth that is bequeathed not actually “to” them, but for them.  So-called “Well-Being Trusts” are consistent with a growing trend to be more inclusive of what can – and perhaps should – be provided for beneficiaries of trusts, beyond just making distributions.