{"product_id":"101886","title":"Estate Planning After OBBBA","description":"\u003cp\u003eYour high-net-worth clients made irrevocable gifts based on the fear of the 2026 \"sunset.\" The One Big Beautiful Bill Tax Act (OBBBA) rewrote the entire playbook by making the high exemption permanent. This seismic shift means their prior aggressive tax planning may now be inefficient, over-complicated, or \u003cem\u003esub-optimal\u003c\/em\u003e for basis step-up. You are faced with the immediate, ethical obligation to recalibrate their entire estate strategy. This CLE provides the definitive, technical road map to move beyond basic tax minimization and pivot to new strategies to deliver unprecedented wealth preservation and income tax efficiency. Register today!\u003c\/p\u003e\r\n\r\n\u003cul\u003e\r\n\t\u003cli\u003eIdentify non-compliant formulaic trust clauses that must be immediately amended.\u003c\/li\u003e\r\n\t\u003cli\u003eConduct a basis audit check to advise clients on which highly appreciated assets \u003cem\u003emust\u003c\/em\u003e remain in the estate.\u003c\/li\u003e\r\n\t\u003cli\u003eDiscuss when non-grantor trusts are a prudent choice of planning tool.\u003c\/li\u003e\r\n\t\u003cli\u003eIntegrate the new tax stability with IRA\/401(K) distribution rules.\u003c\/li\u003e\r\n\t\u003cli\u003eMaximize the benefit of using passthrough entities for QBI deduction.\u003c\/li\u003e\r\n\u003c\/ul\u003e","brand":"NBI","offers":[{"title":"OnDemand Video","offer_id":63144435614065,"sku":"101886SVDM","price":429.0,"currency_code":"USD","in_stock":true},{"title":"Course Book (PDF Download)","offer_id":63144435646833,"sku":"101886DM","price":99.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0692\/5998\/5214\/files\/CK-3484_510x370_Block.png?v=1770214039","url":"https:\/\/nbi-sems.com\/products\/101886","provider":"NBI","version":"1.0","type":"link"}