ESTATE PLANNING COUNCIL OF MISSISSIPPI

You are invited to join us for a thought‑provoking discussion on how the One Big Beautiful Bill Act (OBBBA) has reshaped the estate planning landscape—and what that means for your clients going forward.  

Using case studies from client experiences, we will illustrate how thoughtful planning can reduce estate tax risk without unnecessarily sacrificing step‑up in basis or client flexibility – ultimately finding the right balance between income tax and estate tax planning.

If time permits, we will discuss some of the latest tax planning "techniques" making their way around the country as well.