Steve Siegel Podcasts

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. This program explains strategies that remain useful under OBBBA, with a focus on income tax basis adjustments and the use of non-grantor trusts to expand use of the 2025 Act tax changes (SALT, 1202, 199A, etc.).

In this 1-hour August 12, 2025 program, Steven G. Siegel explains selected income tax provisions of the 2025 OBBBA (One Big Beautiful Bill Act), also known as H.R. 1, and provides important planning suggestions for those provisions.

FREE ~ 5 MINUTES: To hear - for free - approximately five minutes of this audio presentation by Mr. Siegel, please click here: 5 Minutes FREE.

In this audio recording, Mr. Siegel goes through, and explains reasons for the drafting of, all of the provisions of the three (3) forms he wrote.

 In this audio recording, Mr. Siegel goes through, and explains the reasons for the drafting of, all of the provisions of the five (5) forms he wrote.

Specifically, he covers his:  First Party Special Needs Trust (aka Self-Settled Special Needs Trust), Supplemental (aka Special) Needs Trust By Third Party, 5-Year Income Only Trust, Miller Trust, and Life Care Agreement which are on www.NLFforms.com under the "Trusts" category on the homepage.  Alternatively, click here: 5 Medicaid Planning Trusts for Sample Pages, Full Form(s) Description and to purchase.

FREE 5 MINUTES: To hear - for free - five minutes of this valuable and practical audio presentation by Mr. Siegel, please click here:  5 Minutes FREE

SAVE when you purchase All (11) Steve Siegel Podcasts.   

(click any podcast title for a description including five-minute audio sample or to purchase individually. Individual podcast pricing is noted next to each title):
3 IDGT Forms Explained (1-Hour Audio) - $99
5 Medicaid Planning Trusts Explained (1.5-Hour Audio) - $59
2025 OBBBA: Income Tax Planning (1-Hour Audio & 40-Page Detailed Analysis) - $69
Critical Tax Planning: Looking Ahead to Uncertain Times (1.5-Hour Audio) - $59
Decedent’s Final Return; Postmortem Income Tax Planning (1-Hour Audio) - $59
Detailed Planning Analysis And New Planning Suggestions: The SECURE Act: A Retirement Plan Distribution Game-Changer (1-Hour Audio) - $59
Dynasty Trust Form Explained (1-Hour Audio) - $99
IRC Sec. 199A Simplified (43-Minute Audio Recording) - $99
Portability: More Important Than Ever (80-Minute Audio) - $59
Spousal Lifetime Access Trusts (SLATs): The Popular Estate Planning Tool (1-Hour Audio) - $99
Understanding The SECURE Act (1.3-Hour Audio) - $59

For the last twenty-plus years we have been in what could be considered a golden age of tax and estate planning. Change is on the horizon. Favorable provisions enacted by the 2017 Tax Cuts and Jobs Act (TCJA) are set to "sunset" at the end of 2025. This sunsetting, coupled with a consequential election, mean that we do not know what the tax laws will be next year.

What planning opportunities should you take advantage of while provisions remain favorable? In this September 5, 2024, 1.5-hour program, Steven G. Siegel, JD, LLM covers, in detail, many planning strategies to consider and recommends making your clients aware of possible and less favorable planning conditions.

In this one-hour July 22, 2024 program, Steven G. Siegel provides a practical explanation of how to handle a decedent’s final federal income tax return, the federal income tax returns of the estate and the numerous postmortem elections which are available.

To assist you in advising your clients about retirement plan distributions under the SECURE Act, Mr. Siegel provides a detailed analysis of when planning is needed, what prior planning no longer works and new planning strategies you should consider. 

In this audio recording Mr. Siegel goes through, and explains reasons for the drafting of, all of the provisions within the Dynasty Trust Form.

In this May 20, 2024 1.5 hour (90 minute) program, Steven G. Siegel, JD, LLM gives a practical explanation of the numerous mistakes which occur in clients' estate planning. Importantly, he also provides useful suggestions of how to fix them.

IMPORTANT:  This 1-Hour Audio is available for CLE credit on our sister sites.  To take this course for online study go to www.NLFonline.com.  To take this course on Audio CD, Flash Drive or by Email Delivery go to www.NLFcle.com.  Only purchase the audio from this website, www.NLFforms.com, if you do not want CLE credit for this program.