Estate Planning After the “Big Beautiful Bill”: What Practitioners Need to Know

Jas Sangra | Venable LLP

Jas Sangra advises high-net-worth individuals and their related business entities on intricate wealth planning strategies, with a focus on cross-border tax, trust, estate, and probate law. Jas is experienced in devising and executing measures to minimize income, estate, and generation-skipping transfer taxes, safeguarding family assets from undue risk. He is licensed in both California and British Columbia and has managed complex cross-border transactions for multinational clients, aligning their business objectives with international laws and regulatory requirements. He also advises businesses on cross-border expansion, including the tax aspects of immigration and emigration planning.

Jas is experienced in preparing and implementing tax-driven personal estate plans using wills, trusts, joint ownership structures, and powers of attorney. He has led family meetings to facilitate open discussions on multigenerational wealth transfer goals, negotiated and drafted transactional documents, and coordinated regulatory and tax compliance for corporate transactions.

For several years, Jas has served as a facilitator in the CPA Canada In-Depth Tax Program, a comprehensive training program offered to aspiring tax professionals by the national organization representing the Chartered Professional Accountant (CPA) profession in Canada.

Brian Fredkin | Venable LLP

Brian Fredkin is certified by the State Bar of California’s Board of Legal Specialization as a legal specialist in estate planning, trust, and probate law. He focuses his practice on trust and estate administration for high-net-worth individuals. He regularly advises individuals in the formation and funding of irrevocable trusts to mitigate transfer tax and income tax exposure. He advises trustees regarding the post-death administration of trusts, including the preparation of federal estate tax returns. His article, Tax Issues When Settling a Trust or Estate Dispute: A Guide for the Litigator, was published in California Trusts and Estates Quarterly.

I. Federal transfer tax landscape after the bill | 1:00pm – 1:30pm

II. What did not change | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. Planning frameworks and strategy options, a menu for varied assets and objectives | 2:10pm – 2:40pm

IV. Implementation and administration essentials | 2:40pm – 3:10pm