Program Details
2025-10-30 13:00:00
Over 1,000+ webinars
Course Overview
2025-10-30 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:30 pm ESTThis session examines the major changes brought by the One Big Beautiful Bill Act, including the new $15 million unified exemption, GST exemption alignment, and SALT deduction cap increases. Attendees will learn how QBI deductions, QSBS provisions, and charitable deduction rules have been refined to create new planning opportunities.
Jas Sangra
Brian Fredkin 1:30 pm - 2:00 pm ESTThis session provides stability and perspective by covering the fundamental tax rates and mechanisms that remain intact, including the 40% top rate, step-up in basis at death, and portability between spouses. Participants will review annual exclusion amounts, grantor trust rules, and charitable deduction limits that continue to serve as foundational planning tools.
Jas SangraBrian Fredkin 2:10 pm - 2:40 pm ESTThis comprehensive session explores the full menu of estate planning vehicles including SLATs, GRATs, IDGTs, QPRTs, ILITs, and charitable trusts. Attendees will learn how to sequence these strategies based on client liquidity, growth prospects, and access needs while coordinating tax elections across SALT, PTET, QBI, and QSBS provisions.
Jas SangraBrian Fredkin 2:40 pm - 3:10 pm ESTThis practical session covers critical implementation details including due diligence, proper trust titling, California Proposition 19 considerations, and avoiding the reciprocal trust doctrine. Participants will learn best practices for gift tax returns, GST allocations, letters of wishes, trustee selection, and building flexibility into estate planning documents.
Jas SangraBrian FredkinJas Sangra advises high-net-worth individuals and their related business entities on intricate wealth planning strategies, with a focus on cross-border tax, trust, estate, and probate law. He is licensed in both California and British Columbia and has managed complex cross-border transactions for multinational clients.
Brian Fredkin is certified by the State Bar of California’s Board of Legal Specialization as a legal specialist in estate planning, trust, and probate law. He focuses his practice on trust and estate administration for high-net-worth individuals.
Jas Sangra advises high-net-worth individuals and their related business entities on intricate wealth planning strategies, with a focus on cross-border tax, trust, estate, and probate law. He is licensed in both California and British Columbia and has managed complex cross-border transactions for multinational clients.
Brian Fredkin is certified by the State Bar of California’s Board of Legal Specialization as a legal specialist in estate planning, trust, and probate law. He focuses his practice on trust and estate administration for high-net-worth individuals.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
