We use cookies or similar technologies to improve user experience, analyze website traffic, enable and maintain log-in and personalization settings, connections with selected partners and for marketing purposes (managing advertising space and recommend products of interest to you). You can block or adjust saving cookies at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browser you ‘ACCEPT’ saving cookies. Learn more in our Privacy Policy.
Browse All > CLE Seminars

The One Big Beautiful Bill Act and Its Impact on Estate Planning 2026

Product ID: CA3969W
Presented By: State Bar of Wisconsin PINNACLE

Estate planning, refocused

For years, estate planners have worked under the assumption that the federal lifetime tax exemption could expire and be reduced. But the One Big Beautiful Bill Act (OBBBA) eliminated the looming sunset, making the $15 million exemption permanent, while largely preserving the transfer tax framework practitioners have already been using.  With that uncertainty removed, how does this added stability affect your planning strategies, client counseling, and choices about trusts, gifting, and long-term wealth transfer? 

A new planning playbook

The One Big Beautiful Bill Act and Its Impact on Estate Planning examines where OBBBA changed the analysis, where it reinforced continuity, and why estate planning for many clients is now driven less by pure transfer tax avoidance and more by income tax treatment, flexibility, and responsible intergenerational planning. 

Read More ↓

Interested in sponsoring this program? Find out more.

Pricing

Member $109.00

Non-Member $159.00

Credits

1 CLE

Date and Time

Tuesday, June 09, 202612:00 PM - 1:00 PM CT

Add to Calendar 6/9/2026 12:00:00 PM 6/9/2026 1:00:00 PM America/Chicago The One Big Beautiful Bill Act and Its Impact on Estate Planning 2026

Estate planning, refocused

For years, estate planners have worked under the assumption that the federal lifetime tax exemption could expire and be reduced. But the One Big Beautiful Bill Act (OBBBA) eliminated the looming sunset, making the $15 million exemption permanent, while largely preserving the transfer tax framework practitioners have already been using.  With that uncertainty removed, how does this added stability affect your planning strategies, client counseling, and choices about trusts, gifting, and long-term wealth transfer? 

A new planning playbook

The One Big Beautiful Bill Act and Its Impact on Estate Planning examines where OBBBA changed the analysis, where it reinforced continuity, and why estate planning for many clients is now driven less by pure transfer tax avoidance and more by income tax treatment, flexibility, and responsible intergenerational planning. 

 aagOTNdBczOPpqCrTmAF60877

Log in to register.

Maximum quantity must be less than or equal to 1.

Estate planning, refocused

For years, estate planners have worked under the assumption that the federal lifetime tax exemption could expire and be reduced. But the One Big Beautiful Bill Act (OBBBA) eliminated the looming sunset, making the $15 million exemption permanent, while largely preserving the transfer tax framework practitioners have already been using.  With that uncertainty removed, how does this added stability affect your planning strategies, client counseling, and choices about trusts, gifting, and long-term wealth transfer? 

A new planning playbook

The One Big Beautiful Bill Act and Its Impact on Estate Planning examines where OBBBA changed the analysis, where it reinforced continuity, and why estate planning for many clients is now driven less by pure transfer tax avoidance and more by income tax treatment, flexibility, and responsible intergenerational planning. 

Read More ↓

Evan Y. Lin is the founding attorney and managing member of Lin Law LLC, where he practices estate planning, probate, estate and trust administration, real estate, and corporate/business law. He is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is also a Certified Public Accountant (CPA).

Attorney Lin has been named to the Wisconsin Super Lawyers list for 11 consecutive years in estate planning and probate, and to the Wisconsin Rising Stars list five times. He has received Martindale-Hubbell’s AV Preeminent peer review rating, the organization’s highest peer review distinction, as well as its Platinum Client Champion Award for client satisfaction. He holds a perfect 10.0 rating from Avvo.com and was recognized in "The Powerlist: Business Defense" by the Wisconsin Law Journal.

Attorney Lin earned a bachelor’s degree in business from Loyola University of Chicago and a law degree from the University of Wisconsin Law School. While in law school, he received awards for highest achievement in Federal Estate/Gift Taxation and Corporate Taxation.

Attorney Lin is a frequent speaker for attorneys, accountants, financial advisors, and community organizations on estate planning, probate, and related topics. He is admitted to practice in all Wisconsin state courts, the Western District of Wisconsin Federal Court, and the United States Tax Court. His professional affiliations and leadership roles include past service as president of the Estate Planning Council of Northeast Wisconsin, the Green Bay Estate Planning Forum, and the Brown County Bar Association. He also serves on the board of the Solo Small Firm & General Practice Section of the State Bar of Wisconsin. 

As a Green Bay native, Attorney Lin is active in his community and volunteers with numerous charitable and civic organizations, including the American Heart Association, Big Brothers/Big Sisters of Northeastern Wisconsin, the Learning Through Golf Foundation, the Greater Green Bay Community Foundation, and the Notre Dame Academy Foundation. He has also participated in the Wisconsin Wills for Heroes pro bono program.

In his spare time, Attorney Lin enjoys cheering for the Packers and Badgers, golfing, running, and spending time with his wife and three daughters.

  • Shift client conversations from deadline-driven tax avoidance to longer-term planning strategy and design
  • Recognize when basis, trust income taxation, or charitable planning may have more practical importance than transfer tax exposure
  • Make informed recommendations about drafting for flexibility under a tax regime that is stable, but not immune from future change
  • Help high-net-worth clients think more strategically about timing, structure, and family wealth transfer goals
  • Advise clients more confidently about whether older estate plans still fit their circumstances
  • Estate planning and probate lawyers
  • Tax lawyers
  • Elder law and special needs lawyers

Evan Y. Lin is the founding attorney and managing member of Lin Law LLC, where he practices estate planning, probate, estate and trust administration, real estate, and corporate/business law. He is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils and is also a Certified Public Accountant (CPA).

Attorney Lin has been named to the Wisconsin Super Lawyers list for 11 consecutive years in estate planning and probate, and to the Wisconsin Rising Stars list five times. He has received Martindale-Hubbell’s AV Preeminent peer review rating, the organization’s highest peer review distinction, as well as its Platinum Client Champion Award for client satisfaction. He holds a perfect 10.0 rating from Avvo.com and was recognized in "The Powerlist: Business Defense" by the Wisconsin Law Journal.

Attorney Lin earned a bachelor’s degree in business from Loyola University of Chicago and a law degree from the University of Wisconsin Law School. While in law school, he received awards for highest achievement in Federal Estate/Gift Taxation and Corporate Taxation.

Attorney Lin is a frequent speaker for attorneys, accountants, financial advisors, and community organizations on estate planning, probate, and related topics. He is admitted to practice in all Wisconsin state courts, the Western District of Wisconsin Federal Court, and the United States Tax Court. His professional affiliations and leadership roles include past service as president of the Estate Planning Council of Northeast Wisconsin, the Green Bay Estate Planning Forum, and the Brown County Bar Association. He also serves on the board of the Solo Small Firm & General Practice Section of the State Bar of Wisconsin. 

As a Green Bay native, Attorney Lin is active in his community and volunteers with numerous charitable and civic organizations, including the American Heart Association, Big Brothers/Big Sisters of Northeastern Wisconsin, the Learning Through Golf Foundation, the Greater Green Bay Community Foundation, and the Notre Dame Academy Foundation. He has also participated in the Wisconsin Wills for Heroes pro bono program.

In his spare time, Attorney Lin enjoys cheering for the Packers and Badgers, golfing, running, and spending time with his wife and three daughters.

  • Shift client conversations from deadline-driven tax avoidance to longer-term planning strategy and design
  • Recognize when basis, trust income taxation, or charitable planning may have more practical importance than transfer tax exposure
  • Make informed recommendations about drafting for flexibility under a tax regime that is stable, but not immune from future change
  • Help high-net-worth clients think more strategically about timing, structure, and family wealth transfer goals
  • Advise clients more confidently about whether older estate plans still fit their circumstances
  • Estate planning and probate lawyers
  • Tax lawyers
  • Elder law and special needs lawyers
0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.