This session examines how the tax changes introduced in the Big Beautiful Bill (BBB) affect trust planning strategies. Attendees will review changes to income tax treatment, grantor trust planning, trust distributions, and how wealth transfer strategies are shifting under the new rules. We’ll also cover compliance challenges and opportunities for structuring and restructuring trusts in response to the legislation.
The session includes real-world examples and planning checklists to help professionals advise trustees, fiduciaries, and high-net-worth clients.
Who Should Attend: Tax Practitioners, Estate & Trust Specialists, Business Advisors
CLE: Yes