Estate Planning for the Wealthy Post-OBBBA

Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families.

He gets into the increased estate tax exemption, tactics for using and managing high exemptions, opportunity zones, and the increases to qualified small business stock exemption, and the SALT cap, among other things.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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