- This event has passed.
Wealth Transition Update
November 25, 2025 @ 2:00 pm – 3:00 pm EST
Event Overview
The One Big Beautiful Bill Act (“OBBB”) has permanently increased the estate, gift, and GST exemption to $15,000,000 per individual and $ $30,000,000 for married couples (indexed for inflation) for decedents passing away after December 31, 2025. With the permanent increased exemption, estate planners and taxpayers should shift their focus to new strategies and opportunities available in this new tax planning environment.
With fewer taxpayers subject to federal estate tax, there may be increased opportunities for income tax planning, non-grantor trusts, trust flexibility, and portability planning. This is a crucial time to review and revisit estate, gift, and income tax planning. Our wealth transition update will highlight important strategies and considerations to help you, your charities, your business, and your family succeed.
Learning Objectives
- Explore the OBBB legislation and impacts in the areas of estate, trust, GST, income tax planning and estate planning.
- Demonstrate taxpayers and client’s tax-advantaged planning opportunities with the OBBB.
- Discuss recent caselaw and regulatory developments that highlight the importance of proper estate planning, tax compliance and estate implementation.
- Assess recent changes and explore ways to adjust your planning as needed.
Presenter
Devin Hecht
Devin helps clients thoughtfully approach their estate and succession planning. Prior to joining Eide Bailly, Devin worked as a tax attorney and partner in the Tax, Trusts, and Estates practice group of a regional law firm. At Eide Bailly, he assists clients in the area of estate planning and advisory services in estate and gift tax, generation-skipping transfer tax, income tax, and other tax matters.
Chantal Stennerson
CPE Information
CPE Credits: 1
Field of Study: Taxes
Level of Knowledge: Overview
Delivery Method: Group-Internet Based
Additional Information
This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. CPE credit will only be granted to those that attend the live webinar.
CPE credit will not be available for watching the recording.
Eide Bailly Staff, please register in the Learning Center
For information regarding a complaint and/or program cancellation policies, please contact Laura Schons
Return to Eide Bailly Website HERE.
To view the Eide Bailly Disclaimer click HERE.
