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

July 10 @ 12:00 pm 1:00 pm

Complimentary Webinar: Well-Being Trusts: Beyond Distribution Standards

Webinar Description

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. The program discusses various strategies to maximize income tax benefits using non-grantor trusts and charitable planning. Post-BBB protecting assets, securing income tax benefits and safeguarding assets before the future changes if there is a change of control in Washington, are all important. 

What are the implications of changes to estate planning? This is not just about the increased and “permanent” $15 million exemption. Planning will focus on non-grantor SLANTs and other non-grantor trust structures, enhanced use of trust protectors and powers of appointment. Upstream planning and other steps to maximize basis step up will all be relevant and are reviewed in this program. The need for flexible planning strategies that can adapt to potential future changes in tax laws, with a focus on preserving trust access and maximizing income tax savings for clients across various wealth levels will be discussed.

Meet Our Speakers

Jonathan G. Blattmachr, Esq.
Editor in Chief and Co-Founder
InterActive Legal

Alan S. Gassman
InterActive Legal Advisor

Martin M. Shenkman, Esq.
InterActive Legal Advisor

Webinar Tips

  • After registering, you will receive a confirmation email containing information about joining the webinar.
  • 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. However, if you find that you cannot connect, you will receive a link to the recorded version as soon as possible after the live presentation has concluded.
  • If you are interested in an InterActive Legal Webinar but you are unable to attend the live event, we recommend that you register for the event anyway. After the presentation, all registered participants receive a link to the recorded version of the presentation to view at their convenience.
  • Visit our website event page to learn more about what is happening at InterActive Legal.

Webinar Sponsors

Shenkman Law

Continuing Education Credits

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.

Connect, Collaborate and Create ®

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.