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

Learning Objectives:

• Analyze the Impact of the One Big Beautiful Bill Act on Estate Planning

  Participants will be able to identify and explain the key changes introduced by the Act, particularly as they affect core estate planning principles and practices.

• Apply Tax Law Changes to Estate and Charitable Planning

  Participants will learn to evaluate recent federal tax law changes and integrate them into effective estate and charitable planning strategies for clients with varying levels of wealth.

• Develop Strategies to Maximize Basis Step-Up for Income Tax Purposes

  Participants will be able to recommend and implement techniques to optimize basis step-up opportunities, thereby minimizing income tax liabilities for beneficiaries.

• Modernize Existing Irrevocable Trusts in Light of Increased Exemptions

  Participants will gain practical skills to review and update existing irrevocable trusts, ensuring they are aligned with the new exemption amounts and current best practices.