This presentation will provide a practical overview of four key developments and strategic considerations that directly impact today’s estate planning climate: recent legislative changes under the One Big Beautiful Bill Act, the evolving role of portability in transfer tax planning, selected income tax strategies that influence estate plan design and administration, and practical guidance for navigating common planning and drafting challenges.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.