In the wake of the One Big Beautiful Bill Act (OBBBA), estate planning strategy discussions are expected to shift away from a focus on estate tax avoidance and toward broader planning benefits. In this webinar, Martin Shenkman explores how non-grantor trusts can help reduce taxable income, improve access to deductions, and optimize charitable giving for clients who may not benefit from traditional estate tax strategies. Through practical examples, financial advisors will learn how to integrate these tools into their planning toolkit. Special attention is given to tax bracket management, the 199A QBI deduction, SALT deduction maximization, charitable strategies, and the importance of post-OBBBA planning collaboration among advisors, attorneys, and CPAs.
