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. 

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.

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.