Trending News: How to reopen the Strait of HormuzThe 8 best forex brokers in the USAMan convicted in killing of NYPD officer sentenced to 115 years to life in prisonStifel CEO Highlights AI Risks Amid Q1 EarningsAI used to reveal face of victim fleeing Mount Vesuvius eruptionWhy is the US media silent about Israel’s role in Trump’s decision to go to war? | Jason StanleyPlanning With Parts, Portions and PossibilitiesActor Nathan Chasing Horse sentenced to life in prison for sexual assaultCommunity Property Opt-In TrustsDoes Your Family Office Need a Refresh?Supreme Court denies appeal of ex-Ohio House speaker’s and lobbyist’s convictions in $60M schemeVideo shows correspondents’ dinner suspect charge checkpointWealthspire Acquires Sellwood Investment PartnersModern Wealth Expands Into Colorado With Brown AcquisitionDNA found on a smoothie straw links suspect to teen's 1984 killingBosses don’t like the sound of a ‘four-day workweek’. 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Tue. Apr 28th, 2026
Trending News: How to reopen the Strait of HormuzThe 8 best forex brokers in the USAMan convicted in killing of NYPD officer sentenced to 115 years to life in prisonStifel CEO Highlights AI Risks Amid Q1 EarningsAI used to reveal face of victim fleeing Mount Vesuvius eruptionWhy is the US media silent about Israel’s role in Trump’s decision to go to war? | Jason StanleyPlanning With Parts, Portions and PossibilitiesActor Nathan Chasing Horse sentenced to life in prison for sexual assaultCommunity Property Opt-In TrustsDoes Your Family Office Need a Refresh?Supreme Court denies appeal of ex-Ohio House speaker’s and lobbyist’s convictions in $60M schemeVideo shows correspondents’ dinner suspect charge checkpointWealthspire Acquires Sellwood Investment PartnersModern Wealth Expands Into Colorado With Brown AcquisitionDNA found on a smoothie straw links suspect to teen's 1984 killingBosses don’t like the sound of a ‘four-day workweek’. Maybe it’s time to rebrand itTips From the Pros: Your Annual Exclusion Could Be An IllusionArmy’s HADES spy plane on track for first delivery later this yearThe great energy pivot: US oil and Chinese solar are the winners in Trump’s war on IranAgenda Setting Ahead Of MidtermsHow the MV-75 Cheyenne II is pushing the service to re-think its aviation lineupTrump rushed from White House correspondents’ dinner after suspected gunshots heardResearchers say Lake Superior island’s wolves are thriving as packs prey on mooseJustice Department cites dinner shooting to press preservationists to drop Trump ballroom suitSupreme Court turns away another parental rights disputeMusk and Altman face off in federal court. Here's what to know.CBS News California launches interactive governor's race candidate guideArrest made in case of missing USF doctoral students, 1 found deadEpstein survivor tells BBC why she wants meeting with the KingD.C. officials announce charges against correspondents' dinner shooting suspectFocused on the Future: WFA’s Dany MartinTax Law Update: May 2026Early Termination of CLAT Avoids Tax RisksCBS News Things That Matter: A Town Hall with Ben SasseNew test range opens for the startup-war eraTPAs Face AI-Driven Changes Amid Industry ChallengesSickness, cold killed nearly 30 sloths at Florida import warehouseRelatives of 10 ‘missing scientists’ grapple with impact of wild speculationNote From the Editor: May 2026Carson CCO Departs to Take President Role at CreativeOneUS justice department drops probe into Fed chairman Jerome Powell4/26: Face The NationSmall plane crash near Minneapolis kills North Dakota state legislator and pilotUS justice department drops criminal investigation against Jerome PowellA 13-year-old's kidney was failing. Then a stranger stepped in.Winning numbers drawn in Friday’s Mega MillionsMississippi middle school students stop bus from crashing after driver blacks outUS Army major in Virginia is charged with plotting to assist separatist fighters in CameroonHow the AI-driven data center boom is leading to skyrocketing energy billsWhat to know about the fight over whether New York should lose $74M for not revoking immigrant CDLsFrom 2013: Kacey Musgraves on her debut albumThe long history of America's conflict with CubaDOJ to allow firing squads for executions in move to ramp up capital punishmentLockheed Martin CEO sees Trump’s Pentagon as ‘golden opportunity’ for growthKing Charles' U.S. visit to start Monday amid strained U.S.-U.K. relationsJetBlue sued over claims it uses customers’ personal data to set ticket pricesJack Thornell, AP photographer who captured assassination attempt on James Meredith, dies at 86Appeals court says Trump’s asylum ban at the border is illegal, agreeing with lower courtMeta to cut 8,000 jobs as it charges into AICharles Forelle"Face the Nation with Margaret Brennan" guests for April 5, 2026Why Trump’s pick for Fed chair will not bring home the bank for the presidentMeet the baby koala hiding in its mom’s pouch at a Florida zoo’s new Outback habitatKacey Musgraves: More to country than trucks, tailgatesTrader Joe's customers sue over coffee's caffeine levelsLululemon’s sale section has deals up to 50% off — these 18 are too good to pass up right nowTop Iran diplomat set to travel to Pakistan as US takes new step to ease flows of oil and gasWhat to know if your flight is canceled amid rising jet fuel costsTrump administration vows crackdown on Chinese companies ‘exploiting’ AI models made in USUS special forces soldier who won $409K on Maduro bet is arrested‘Best drone’ innovation winner developing enemy drone recovery system with the Army Research Lab"Proof": Don Cheadle and Ayo Edebiri make their Broadway bowsSpace-based missile defense may cost too much for Golden Dome’s 12-figure spending plan$500M Pointes North Moves to Osaic’s W-2 ChannelOffshore wind farms take shape along Rhode Island’s coast, even as Trump wants to stop them6 Commonwealth Firms Link Up to Create $4B RIASchool buses should all have alcohol tests to avoid drunken driving, NTSB recommendsHegseth orders termination of DOD union contractsWealth Management Invest: APL at InvestCloud’s Cheryl NashCITs Gain Ground in 401(k) Plans Amid Fee ConcernsDermatologists are begging you to stop peeling your sunburn — here’s what to do insteadUS has turned back 13 ships in blockade of Iran, Joint Chiefs chairman saysAdvisors Must Build Family Bonds To Retain WealthFederal authorities arrest 2 dozen Mexican Mafia members and associates in CaliforniaTrump’s Fed chair pick says he’ll maintain independence – but won’t say president lost 2020 electionDeals & Moves: Mariner Adds Teams With $500MMysterious "golden orb" found in deep sea in 2023 is finally identifiedUSF police seek help after 2 doctoral students from Bangladesh vanish in TampaHow AI Is Changing How People Find Financial AdvisorsTrump says he'll resurface Lincoln Memorial Reflecting Pool, turning it blueLeads From $10B Bank Firm Break Out to Form RIA Prairie ViewTrump likes a naval blockade. But Iran presents big differences from Venezuela and CubaU.S. forces board Iran-linked vessel amid tit-for-tat ship interdictionsSNAP benefits don’t pay for rotisserie chicken. A bipartisan bill might change thatRussians will surrender to robots. Russian robots won’t.Trump administration, Spirit Airlines in advanced bailout talks, sources say2026 NFL Draft first round order shows when your team will get their next picksWatch highlights of Artemis II’s return to EarthWinning numbers drawn in Wednesday’s PowerballThe Diamond Podcast for Advisors: Cresset’s Wen Nottebohm
Tue. Apr 28th, 2026

Planning With Parts, Portions and Possibilities


The seas are, for now, calm as they affect tax policy. Under the One Big Beautiful Bill Act (the OBBBA),1 U.S. taxpayers received numerous benefits. Among them are permanent $15 million gift and estate tax exclusion amounts and an equivalent generation-skipping transfer (GST) tax exemption amount, all adjusted annually for inflation. 

Estate planners should focus on how our clients’ trusts and other structures can be fortified with flexibility. Several identified parts, portions and divisions of trusts can assist trustees in balancing the needs of beneficiaries and practical requirements surrounding certain trust assets. Understanding and incorporating these tax opportunities can benefit both our clients and trust beneficiaries. 

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