Скачать или смотреть OBBBA’s New Rules: Non-Grantor Trusts and Charitable Strategies

Timestamps
00:00 Introduction and overview of OBBBA’s charitable changes
03:42 Above-the-line deductions, carryovers, and 60% cash gift limit
09:15 Non-grantor trusts as a tool to maximize deductions
15:08 Integrating CRTs with QOZ benefits
22:30 Planning for 2025 and adapting existing structures
28:50 Closing thoughts on strategic charitable giving

The One Big Beautiful Bill Act (OBBBA) brings sweeping changes to charitable giving, with new deductions, limits, and opportunities that impact donors at every level. In this webinar hosted by Shenkman Law, Martin Shenkman, Jonathan G. Blattmachr, Alan S. Gassman, and Robert Keebler explain the charitable provisions in OBBBA and share advanced planning strategies to maximize benefits.

Learn how non-grantor trusts can unlock deductions, how charitable remainder trusts (CRTs) can integrate with Qualified Opportunity Zone (QOZ) benefits, and why strategic planning in 2025 is critical to preserving tax efficiency while achieving philanthropic goals.