11th Annual Tax, Trusts & Estates Forum: Estate Planning After OBBBA 2025
Автор: Mandelbaum Barrett PC
Загружено: 2025-12-17
Просмотров: 24
Описание:
At our 11th Annual Tax, Trusts & Estates Forum, Jason E. Marx, Partner in the Tax, Trusts & Estates Practice Groups at Mandelbaum Barrett PC, discussed estate planning after the "One Big Beautiful Bill Act" (2025), and how recent changes are influencing traditional planning strategies.
Topics included:
• Key OBBBA considerations
• Trust planning and powers of appointment
• Portability, filing requirements, and state tax issues
• Evolving case law and planning reliability
• Adapting traditional techniques for today’s clients
This session provided valuable insight for advisors guiding clients through an evolving estate planning landscape. Watch the full video to learn more.
#TaxForum #TaxTrustsandEstates #EstatePlanning #OBBBA #WealthPlanning
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