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Wealth Transition Update
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Event Overview

The One Big Beautiful Bill Act (“OBBB”) has permanently increased the estate, gift, and GST exemption to $15,000,000 per individual and $ $30,000,000 for married couples (indexed for inflation) for decedents passing away after December 31, 2025. With the permanent increased exemption, estate planners and taxpayers should shift their focus to new strategies and opportunities available in this new tax planning environment.

With fewer taxpayers subject to federal estate tax, there may be increased opportunities for income tax planning, non-grantor trusts, trust flexibility, and portability planning. This is a crucial time to review and revisit estate, gift, and income tax planning. Our wealth transition update will highlight important strategies and considerations to help you, your charities, your business, and your family succeed.

Date and Time
Tuesday, November 25
1 - 2 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
webinars@eidebailly.com
Learning Objectives
  • Explore the OBBB legislation and impacts in the areas of estate, trust, GST, income tax planning and estate planning.
  • Demonstrate taxpayers and client's tax-advantaged planning opportunities with the OBBB.
  • Discuss recent caselaw and regulatory developments that highlight the importance of proper estate planning, tax compliance and estate implementation.
  • Assess recent changes and explore ways to adjust your planning as needed.

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