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OBBBA Part 4: Basis Planning Post OBBBA

OBBBA changes how advisers should look at estate planning. Many clients will no longer face a Federal estate tax with the new $15M permanent exemption. As a result, income tax planning, and in particular maximizing income tax basis, may be a focus of increased attention. In addition to upstream planning with GPOAs, what about downstream planning with gifts? Basis step up planning may conflict with traditional planning strategies of keeping assets in trust for a surviving spouse and others.

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.

Elder Law

Pennsylvania Bar Institute 2025 Elder Law Institute

InterActive Legal is a proud sponsor of PBI’s 2025 Elder Law Institute. Today’s older population is growing faster than other age groups and living longer than previous generations. These shifts are creating new opportunities and greater demand for skilled, knowledgeable elder law attorneys who can advocate for the elderly, disabled individuals, and their families. If you are looking for a place that offers critical new information in a well-rounded agenda, nationally recognized speakers, your VA credits, plus fresh ideas for your practice, then the Elder Law Institute is the program for you!

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.

North Carolina Bar 46th Annual Estate Planning & Fiduciary Law Program

Join us this summer for the 46th Annual Estate Planning & Fiduciary Law Program. This program is designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help them navigate challenges and opportunities in the current environment.

OBBBA Part 2: OBBBA’s New Rules Change Charitable Planning: Non-Grantor Trusts and Other Strategies to Maximize Benefits

The One, Big, Beautiful Bill Act (OBBBA) will have a significant impact on a myriad of code provisions.

What does OBBBA mean for charitable planning? The new rules are only the tip of the charitable planning iceberg, including an above-the-line contribution deduction, contribution carry over rules, permanently extending the 60% limit for cash contributions to qualified charities, increased standard deduction, 2/37 itemized deduction haircut, excise tax on certain large university endowments, tax credit for scholarships, contribution limitation on corporations, and more.

Speaker Series Webinar – Handling the Important Stuff:  Practical Solutions for Estate Planners to Help Clients with Personal Effects

Matt Paxton has been cleaning up estates for 20 years. You may know him from television, but his work for heirs over this time span has provided him with a wealth of experience dealing with all types of property for all sorts of families. The lessons he has learned are invaluable for estate planning and probate attorneys alike. Estate planners can – and should – help clients plan now to make things easier on heirs later, through current inventories and decision making, while also preserving family history and stories. Attorneys representing clients going through probate can learn different strategies for sorting through the details and literally “cleaning house.”

South Carolina Bar Al Todd Estate Planning Workshop

InterActive Legal is a proud sponsor of the 2025 South Carolina Bar Al Todd Estate Planning Workshop. This advanced level program is designed for experienced estate planners and tax attorneys.