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DTSTART:20250910T220000Z
DTEND:20250910T230000Z
LOCATION:Webinar
UID:2726420250910T220000ZOne Big Beautiful Bill, One Big Estate Planning Reboot presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
DTSTAMP:20260403T192223Z
DESCRIPTION:\nThis presentation will discuss some of the more important changes made to America’s tax law by the One Big Beautiful Bill Act especially as it may affect estate planning clients.  Specifically, it will discuss the implications of making the wealth transfer tax exemptions permanent at $15 million with continued inflation adjustment and how that may suggest changes in drafting documents including disclaimers and other ways to adjust dispositions.  It will explore how basis is now much more important than estate tax reduction even in states that have their own estate tax systems.  It will discuss the increase for some of the state and local tax deduction, the changes to charitable transfers, the exclusion for some for certain tip and social security income, the section 199A investments and more.\n \nJonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director/Principal of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm located in Chicago and New York. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and California bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in the Best Lawyers in America.\n \n \n \nHe graduated from Columbia University School of Law, cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving and is author or co-author of nine books and more than 500 articles on estate planning and tax topics. Jonathan was on active duty in the US Army from 1970 to 1972, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.\n \n \n \nThank you to [MLG Capital](https://mlgcapital.com/)[ ](https://mlgcapital.com/)for sponsoring this complimentary webinar!\n \n \n \n[](https://mlgcapital.com/)\n \nThis webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.\n \n[REGISTER HERE](https://naepc.tradewing.com/events/Ry5EwzZ58ghZ2hvpf)\n
SUMMARY:NAEPC Webinar - One Big Beautiful Bill, One Big Estate Planning Reboot presented by Jonathan G. Blattmachr, Esq., AEP® (Distinguished)  
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