ENG2622. Estate Planning Post One Big Beautiful Bill Act: Strategies for Every Client (PFP, EST)

This seminar equips advisors with practical strategies to navigate the evolving landscape of estate planning following the enactment of the One Big Beautiful Bill Act. Whether your clients have modest estates or complex, multigenerational wealth, this session will address the Act’s impact on core estate planning principles and provide actionable guidance tailored to a broad range of client needs.
Key topics include:
• Tax law changes affecting estate and charitable planning
• Tailored planning strategies for clients with varying degrees of wealth
• Techniques to maximize basis step-up for income tax purposes
• Modernizing existing irrevocable trusts given the increased exemption