ENG2622. Estate Planning Post H.R. 1: 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 H.R. 1, P.L. 119-21, commonly referred to as OBBBA. Whether your clients have modest estates or complex, multigenerational wealth, this session will address H.R. 1’s impact on core estate planning principles and provide actionable guidance tailored to a broad range of client needs.
Key topics will 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; and
• modernizing existing irrevocable trusts given the increased exemption.

Learning Objectives:

• Analyze the key changes introduced by H.R. 1, P.L. 119-21, commonly referred to as OBBBA, particularly relating to core estate planning principles and practices.
• Apply tax law change to estate and charitable planning.
• Determine strategies to maximize basis step-up for income tax purposes.
• Apply best practices to modernize existing irrevocable trusts in line with new exemption amounts.