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On November 19, Emily Plocki and Jenna Reifler will present “Trust Me: Non-Tax Reasons for Using Trusts in Estate Planning” at the MACPA Advanced Tax Institute. She will explore in detail the non-tax benefits of the continued use of trusts in light of the OBBBA signed into law on July 4, 2025, and the continuation of the increased federal transfer tax exemptions, which will offer taxpayers a respite from estate tax liability. The presentation will take place from 1:00 p.m. to 2:50 p.m. ET. You can register here.
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Title: Trust Me: Non-Tax Reasons for Using Trusts in Estate Planning
Description: In light of the OBBBA signed into law on July 4, 2025, and the continuation of the increased federal transfer tax exemptions, fewer taxpayers will be affected by the imposition of estate tax liability. However, trusts are powerful tools in estate planning, and the creation of a trust isn’t always motivated solely by achieving and leveraging tax benefits. Rather, the use of trust structures remains a vital component to estate plans for several non-tax-motivated reasons—they provide security, control, privacy, and the ability to plan for the long-term welfare of a taxpayer’s family, business, and philanthropic missions. This presentation will explore in greater detail the non-tax benefits for the continued use of trusts.
Speakers: Emily Plocki and Jenna Reifler