Max Schneberger Highlights Impact of OBBBA in Trust Planning in Lake Country Living

Max Schneberger discusses how recent changes from the One Big Beautiful Bill Act (OBBBA) have created expanded trust planning opportunities for individuals and families in the July issue of Lake Country Living.

The article, “OBBBA Tax Changes Beneficial for Proactive Trust Planning,” discusses how families have a longer window for irrevocable trust planning due to OBBBA permanently extending the elevated federal estate and gift tax exemption. Schneberger also looks at how changes to itemized deductions affect higher-income taxpayers.

Schneberger is an attorney in Reinhart's Trusts and Estates Practice, where he works with high-net-worth clients and business owners on comprehensive estate planning, sophisticated trust structures and family business succession strategies. His experience includes researching complex irrevocable trust strategies and analyzing tax implications for sophisticated wealth transfer structures designed to build wealth and preserve the legacy of the family and business.