Estate & Business Planning with the OBBBA
Total Credits: .80 including .80 Alabama CLE Credit
- Average Rating:
- Not yet rated
- Categories:
- Probate & Estate Planning
- Faculty:
- Jack Amster | Daniel Perkins
- Format:
- Audio and Video
- Original Program Date:
- Dec 10, 2025
- License:
- Access for 90 day(s) after purchase.
Description
oin us for an in-depth CLE seminar on Estate and Business Planning with the One Big Beautiful Bill Act (OBBBA), where you'll gain expert insights on the latest tax reforms and their impact on estate planning. The OBBBA brings significant changes, including a "permanent" $15 million lifetime exemption for estate, gift, and GST taxes, expanded SALT deduction caps, and new charitable giving limitations. Our seminar will explore these updates and provide strategic guidance on leveraging tools like Grantor Retained Annuity Trusts (GRATs), Spousal Lifetime Access Trusts (SLATs), and dynasty trusts to optimize your clients' estate plans. Learn how to navigate the complexities and capitalize on new opportunities for high-net-worth individuals, especially in high-tax states
*Sound is low - please turn up speaker when viewing
Handouts
| Seminar Handout (758.8 KB) | 16 Pages | Available after Purchase |
Faculty
Jack Amster Related Seminars and Products
Dentons Sirote, PC
Jack Amster is an associate at Dentons Sirote’s Birmingham, Alabama office, where he is a member of the Trusts, Estates and Wealth Preservation practice. Jack focuses on assisting individuals, families, and businesses with estate and tax planning matters and trust and estate administration, as well as wealth transfer issues and business succession. His practice includes preparing and administering wills and trusts, advising fiduciaries on estate and trust administration, assisting with the formation and reorganization of closely held corporations, partnerships and limited liability companies, and implementing leveraged wealth transfer techniques.
Jack has been recognized in the 2025 edition of Best Lawyers: Ones to Watch® in America for his work in Trusts and Estates. He holds an LLM in Taxation from the University of Florida Levin College of Law and a JD from Samford University’s Cumberland School of Law, where he earned a spot on the Dean's List and received both the Scholar of Merit and Academic Excellence Scholarships. Jack also holds a degree in finance and a minor in political science from Auburn University, where he was a distinguished student.
Daniel Perkins Related Seminars and Products
Dentons Sirote, PC
Daniel S. Perkins is an associate at Dentons Sirote’s Birmingham, Alabama office. He focuses on trust and estate planning, as well as tax planning, providing comprehensive guidance to individuals, families, and businesses in matters ranging from estate and tax planning to trust and estate administration and business succession planning.
Daniel holds an LLM in Taxation from NYU School of Law and earned his JD, magna cum laude, from The University of Alabama School of Law. During law school, he distinguished himself as an articles editor for the Alabama Law Review and was actively involved in various organizations, including the Business Law Society, Law and Economics Society, and Christian Legal Society. He was also treasurer of the Alabama Law Alumni Society and spent two consecutive summers as a summer associate at Dentons.
Before attending law school, Daniel earned a BS in Accounting and Finance from The University of Alabama, graduating summa cum laude with a perfect 4.0 GPA. He held leadership roles as a Senator and Vice President for Financial Affairs in the Student Government Association and was a member of the Honors College and Jason’s Honorary Society. In 2021, he was recognized as UA's Fraternity Man of the Year and served on the executive council of Pi Kappa Phi.
