The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Law Talk with the Flock
Law Talk with the Flock artwork

Estate Planning, Charitable Giving, and Trusts: The Big Beautiful Breakdown

Law Talk with the Flock · 2025-12-10 · 16 min

0:00--:--

Episode notes

In this episode of Law Talk with the Flock, CEO Jeana Goosmann sits down with estate and business succession attorney Ashley Kraus to break down the biggest updates from this year’s “Big Beautiful Bill” - the sweeping tax legislation reshaping estate planning and charitable giving. Ashley explains the permanent extension of the federal estate and gift tax exemption, new incentives for charitable contributions, and how strategies like bunching, CRATs, and CRUTs are evolving under the new rules. They also discuss portability, Form 706 filing deadlines, and why proper tax coordination after a spouse passes is more important than ever. This episode gives you clear, practical guidance on changes for year-end planning, philanthropy, and protecting a growing estate - plan smart and get more information at goosmannlaw.com. Visit our Website

More from Law Talk with the Flock

All episodes →
  • Planning for 2026: The Legal Lens on AI, Strategy, and Brand44 / 100
  • Tariffs, Transparency & MAHA: Ag Lawyers Decode What’s Next
  • Pushing the Envelope with Van Deeb: Better Relationships, Business Success
  • How to Control Your Legal Spend With A Fractional General Counsel
  • A Smarter Way to Settle: Practical Tools for Small Business Dispute Resolution
All Law Talk with the Flock episodes →