The Big Beautiful Bill: What It Means for Estate Planning

Jeffrey R. Brooks is an Executive Director and Wealth Strategist with Janus Henderson Investors. With decades of experience in both law and financial services, Jeffrey works closely with advisors and their high‑net‑worth clients on tax, wealth transfer, family governance, business succession, and philanthropic goals. His deep background includes leadership roles at Capital Group, UBS, and Merrill/Bank of America, as well as years in private estate planning practice.

Jeffrey will present insights on the Big Beautiful Bill and its implications for estate planners, financial advisors, and attorneys working with affluent families. Attendees will leave with a clearer understanding of how this legislation may impact strategies for wealth transfer and succession planning.

We are proud to have Exchange Bank’s Trust & Investment Team as the sponsor for our October 2025 Dinner Meeting. Exchange Bank has been providing fiduciary services for our community since 1963. With offices in Santa Rosa, Roseville, Los Altos, and San Rafael, Exchange Bank is one of California’s largest community bank trust departments with $1.5 billion of assets under administration.

Offering estate settlement, ongoing trustee services, fiduciary investment management, and retirement plan management, Exchange Bank’s client service model centers around personalized service and collaboration with advisors.

Thank you, Exchange Bank, for your generous support of REEPC and for helping us bring valuable programming to our members!

We would like to thank Louis Cionci from Exit Strategies Group, Inc. for being the wine sponsor for our October dinner meeting.

Louis Cionci is an experienced Merger & Acquisition (M&A) advisory professional, and has been providing strategic business valuations and successful seller representation for over 15 years. He has managed over $250mm worth of transactions. He also appraises businesses for estate and gift tax filings, business sale or acquisition, shareholder agreements, succession planning, dispute resolution, and more.