2025 OBBBA: Estate, Trust and Tax Planning (33-Minute Audio & 28-Page Detailed Analysis)
In this 33-minute August 15, 2025 program, Steven G. Siegel explains selected Estate, Trust and Tax Planning strategies post-2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1. The Act makes "permanent" the $15,000,000 exemption and adjusts that exemption for inflation starting in 2026. This program explains strategies that remain useful under OBBBA.
In this 33-minute August 15, 2025 program, Steven G. Siegel explains selected Estate, Trust and Tax Planning strategies post-2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1. The Act makes "permanent" the $15,000,000 exemption and adjusts that exemption for inflation starting in 2026. This program explains strategies that remain useful under OBBBA.
Related forms discussed by Mr. Siegel Include:
Dynasty Trust
General Partnership Agreement
GRAT (Grantor Retained Annuity Trust)
IDGT (Intentionally Defective Grantor Trust)
Inter Vivos QTIP Trust
Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter
Power Of Appointment Forms: Creation Of Power Of Appointment & Exercise Of Power Of Appointment
SLAT (Spousal Lifetime Access Trust)
Trust Protector Provisions
