The OBBBA’s ripple effect: What it means for philanthropy and estate planning | Webinar

The One Big Beautiful Bill Act (OBBBA) is reshaping how families and advisors approach charitable giving and estate planning. In this webinar, Jennifer Kohlbacher, director of wealth strategy, and Scott Luhnau, vice president of multi-generational wealth planning, discuss the new rules, strategic opportunities in philanthropy and estate planning, and how to plan for the long term. Moderated by Jodi Robinson, vice president of tax services.

00:00 Intro
02:02 Estate tax changes and impact on estate planning
04:15 Impact and estate strategies for net worth segments
09:26 Portability and what it means
11:50 Estate strategies for married couples
14:40 Charitable giving strategies from estate planning perspective
17:20 Charitable provision changes in the OBBBA legislation
24:00 New limitations for itemized charitable deductions
29:33 Strategic considerations for charitable planning
35:45 Qualified charitable distributions (QCDs) from IRAs as part of charitable planning
40:35 Examples of post-OBBBA real-life strategies
46:10 Opportunities or risks currently overlooked in planning
48:15 Q&A: trusts, state-specific planning, donor-advised funds (DAFs), QCDs, estate tax exemption
59:31 Disclosures and outro

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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
Disclosures: https://www.marinerwealthadvisors.com...