Estate Planning for the Wealthy Post-OBBBA

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Wealth and Law

243 episodes

1 week ago

The Wealth and Law Podcast is hosted by Brent Nelson, a partner at Rimon, P.C. who practices estate planning, tax, and family business law. The podcast explores how personal wealth intersects with the legal landscape by diving into relevant topics, teaching you what Brent has learned and engaging with guests with deep expertise in their fields.

All content for Wealth and Law is the property of Wealth and Law and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Estate Planning for the Wealthy Post-OBBBA

Wealth and Law

49 minutes 2 seconds

3 months ago

Estate Planning for the Wealthy Post-OBBBA

Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families.

He gets into the increased estate tax exemption, tactics for using and managing high exemptions, opportunity zones, and the increases to qualified small business stock exemption, and the SALT cap, among other things.

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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Legal Disclaimer: https://wealthandlaw.com/legal-disclaimer/