Trusts & Estates
One Big Beautiful Bill Act: What Estate Planning Professionals Need to Know
President Trump signed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025. This massive and complex new law will have a significant impact on both individuals and businesses. During the recorded webinar, Robert S. Keebler, CPA, MST, AEP (Distinguished) discusses the implications and planning opportunities stemming from this new law.
Topics covered include the permanent increase of the estate and gift tax exemption amount, select individual income tax provisions, including tax rates and new deductions, the temporary increase of the SALT cap, the permanent extension of important business deductions and measures designed to promote additional investments, the qualified small business stock exclusion, the qualified opportunity zones, the pending renaissance of nongrantor trusts for income tax and asset protection planning, Roth conversions for tax and estate lawyers, and fiduciary income tax strategies.
This recording is not eligible for CLE.
Topics
Related Resources
Utilizing Trusts for Succession Planning in the Family Business
During this video, the session will evaluate strategies to help increase the odds of successfully transitioning a business from one generation to the next using trusts.
Learn More
My Client Is Dead. Now What?
During this video, the session will examine the process of winding up a decedent’s estate.
Learn More
Getting Hitched Without Hitches: Estate Planning With Retirement Assets for First and Second Marriages
During this video, the session will address the most common obstacles in estate planning that can arise in second marriages.
Learn More