{"id":744614,"date":"2026-06-18T08:52:16","date_gmt":"2026-06-18T08:52:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/744614\/"},"modified":"2026-06-18T08:52:16","modified_gmt":"2026-06-18T08:52:16","slug":"2026-estate-planning-for-large-estates-program-3","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/744614\/","title":{"rendered":"2026 Estate Planning for Large Estates Program"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Join us for this three\u2011day webinar series designed to equip advisors with the latest strategies, insights, and planning techniques for large estates. Each session delivers expert guidance you can put to work immediately.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">July 16, 2026<br \/>Session 1: (2:00-3:00pm ET)<br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"sponsored nofollow noopener\" href=\"https:\/\/www.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-1-session-1\" target=\"_self\" data-discover=\"true\">SLATitudes of Love: Planning with Spousal Lifetime Access Trusts<\/a><br \/>This session will examine key considerations and best practices for using gift and generation-skipping transfer tax exemptions to create spousal lifetime access trusts (&#8220;SLATs&#8221;), leveraging the grantor trust rules, maximizing future flexibility and optionality through thoughtful trust design, and addressing issues that arise in the context of divorce.<br \/>Speakers: Wendy Goffe &amp;\u00a0\u00a0Kim Kamin<\/p>\n<p>Session 2: (3:00-4:00pm ET)<br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"sponsored nofollow noopener\" href=\"https:\/\/www.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-1-session-2\" target=\"_self\" data-discover=\"true\">Use of Asset Protection Trusts for Tax Planning Purpose<\/a><br \/>Asset protection has become an important aspect of estate planning for ultra-wealthy clients who sometimes feel like they have a target on their back.\u00a0 This session will discuss the use of self-settled asset protection trusts.\u00a0 The speaker will provide an overview of how these trusts work, when such trusts might be desirable for an UHNW client, and how self-settled asset protection trusts can be designed to achieve certain tax benefits in the current estate planning environment.<br \/>Speaker: Michael Gordon<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">July 23, 2026<br \/>Session 1: (2:00-3:00pm ET)<br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"sponsored nofollow noopener\" href=\"https:\/\/www.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-2-session-1\" target=\"_self\" data-discover=\"true\">Business Succession Planning<\/a><br \/>This session will address issues for significant closely held businesses, including family dynamics, generational challenges, and insurance-funded buy-sells post-Connelly.<br \/>Speaker: Josh Husbands<\/p>\n<p>Session 2: (3:00-4:00pm ET)<br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"sponsored nofollow noopener\" href=\"https:\/\/www.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-2-session-2\" target=\"_self\" data-discover=\"true\">QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA<\/a><br \/>This presentation will cover the basics of qualified small business stock (QSBS) under section 1202, address changes after the One Big Beautiful Bill Act, show you how founders can \u201cstack\u201d multiple capital gain exclusions among family members, examine how non-grantor trusts can be the ultimate tool for QSBS planning to protect family members and minimize state income taxes, and discuss the challenges in non-grantor trust drafting compared to the more commonly used irrevocable grantor trusts.<br \/>Speaker: Justin Miller<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">July 30, 2026<br \/>Session 1: (2:00-3:00pm ET)<br \/><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/staging.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-3-session-1\">Skipping Ahead Without Tripping: Hot Issues in GST Planning<\/a><br \/>This session will discuss hot topics relating to generation skipping transfer taxes such as:<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Automatic allocation versus affirmative allocation;<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Relief for missed allocations;<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Lifetime gifts with formula divisions and qualified severances;<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Suggested trust design to avoid GST allocations risking arguments for 2036;<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">GST considerations when modifying or decanting trusts;<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Speakers: Carol Harrington &amp; Nate Brown<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Session 2: (3:00-4:00pm ET)<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\"><a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link ContentText-BodyTextChunk_bold\" rel=\"sponsored nofollow noopener\" href=\"https:\/\/www.wealthmanagement.com\/estate-planning\/2026-estate-planning-for-large-estates-program-day-3-session-2\" target=\"_self\" data-discover=\"true\">Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Increasingly planners are including charities as potential beneficiaries of both old and new family trusts. \u00a0Making distributions to charities from these trusts can help manage income taxation, correct for overly successful trust planning, and provide alternative vehicles for family philanthropy. \u00a0However, continued IRS hostility to the 642(c) deduction, as well as recent changes in tax law, may cause unexpected headaches for trustees and beneficiaries. \u00a0The speakers will discuss possibilities and pitfalls in utilizing the 642(c) deduction, as well as alternatives for trustees and beneficiaries looking for options to allow their trusts to have impact beyond family wealth.<br \/>Speakers: \u00a0Kim Kamin &amp; Brad Bedingfield\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">CLE, CFP, CIMA\u00ae, CPWA\u00ae, CIMC\u00ae, RMA\u00ae, and AEP\u00ae CE Credits have been applied for and are pending approval.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u00a0<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_center\" data-testid=\"content-paragraph\">Educational Sponsors<\/p>\n<p><img decoding=\"async\" data-testid=\"content-image\" data-component=\"image\" class=\"ContentImage-Image ContentImage-Image_align_center\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/06\/1781772735_744_TE_July_Series_Logos_copy.jpg\"   loading=\"lazy\" alt=\"TE_July_Series_Logos_copy.jpg\" title=\"TE_July_Series_Logos_copy.jpg\"\/><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_center\" data-testid=\"content-paragraph\">Session Sponsors<\/p>\n<p><img decoding=\"async\" data-testid=\"content-image\" data-component=\"image\" class=\"ContentImage-Image ContentImage-Image_align_center\" src=\"https:\/\/www.newsbeep.com\/ca\/wp-content\/uploads\/2026\/06\/1781772736_299_New_St_Jude_Logo_RED.jpg\"   loading=\"lazy\" alt=\"New_St_Jude_Logo_RED.jpg\" title=\"New_St_Jude_Logo_RED.jpg\"\/><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"Join us for this three\u2011day webinar series designed to equip advisors with the latest strategies, insights, and planning&hellip;\n","protected":false},"author":2,"featured_media":742448,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[45,49,48,133,131,132],"class_list":["post-744614","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-ca","tag-canada","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/744614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=744614"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/744614\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/742448"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=744614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=744614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=744614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}