Estate Planning Webinar Sets July 23 Session on QSBS 2.0 and Large-Estate Trust Strategies
Updated
Updated · Wealth Management · Jun 16
Estate Planning Webinar Sets July 23 Session on QSBS 2.0 and Large-Estate Trust Strategies
1 articles · Updated · Wealth Management · Jun 16
Summary
July 23 is the date for a one-hour webinar on estate planning for large estates, focused on "QSBS 2.0" opportunities after the One Big Beautiful Bill Act.
Section 1202 qualified small business stock rules will be a central topic, including how founders can stack multiple capital-gains exclusions across family members.
Non-grantor trusts will be presented as a key planning tool to protect family members and reduce state income taxes, alongside drafting challenges versus irrevocable grantor trusts.
3:00 p.m. EDT is the scheduled start time, and continuing-education credits for CLE, CFP and several other designations have been applied for and are pending approval.