Join us on Thursday, July 30 at 11:00 am EST as Lauren O'Brien, CFP®, RICP®, CPA, Senior Wealth Advisor at XML and Abbie M.B. Everist, a Principal at BDO National Tax Office walk through how Trump Accounts work and how they might fit into your broader wealth transfer strategy.
Trump Accounts officially launched this July, and while they're built as savings vehicles for children, they also open up new opportunities for gifting and multigenerational planning. For grandparents and parents thinking beyond the next few years, these accounts may offer another way to pass on wealth, take advantage of gift tax rules, and give the next generation a meaningful head start.
What You'll Learn:
✔ Understand the gifting opportunity, including how contributions may qualify for the annual gift tax exclusion and what that means for your broader gifting strategy.
✔ See how it fits your estate plan, including how these accounts compare to trusts, 529s, and other vehicles you may already be using to invest for your family and transfer wealth.
✔ Learn the long-term growth potential, including how compounding from an early contribution could benefit a child decades from now.
✔ Explore the Roth conversion strategy, including how funds in a Trump Account may eventually be converted for continued tax-advantaged growth.
✔ Get guidance on coordinating contributions across multiple children or grandchildren within annual limits.
Register Below
About Lauren O'Brien, CFP®, RICP®, CPA
Lauren O’Brien is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® committed to helping her clients on their life journeys with thorough financial planning. She partners with clients to design a retirement roadmap so that clients feel reassured in the financial decisions they make and execute.
Lauren’s journey afforded her opportunities to work on three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel, both locally and globally. She recently visited her 47th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents.
Lauren’s journey led her to Old Town Alexandria, Virginia, where she currently lives. Committed to community, she founded Alexandria’s first exclusively community-focused TEDx program. She is active with her alma mater, the University of Notre Dame, focusing on programs encouraging empowerment and leadership development. She currently serves at George Mason University on the Financial Planning & Wealth Management advisory.
About Abbie M.B. Everist:
Abbie is a Principal in BDO's National Tax Office within the Private Client Services practice, where she advises individuals, families, business owners, and family offices on sophisticated estate, gift, trust, and generation-skipping transfer tax planning. She specializes in multigenerational wealth transfer, business succession planning, trust taxation, and tax controversy matters, helping clients navigate complex planning opportunities while preserving family wealth across generations. With nearly two decades of experience spanning public accounting, law, trust administration, and wealth management, Abbie brings a multidisciplinary perspective to private client planning.
Abbie is a recognized thought leader in estate and transfer tax planning. She is a frequent speaker and author on topics including estate and gift taxation, trust income taxation, business succession planning, and generation-skipping transfer tax strategies. Her work has been published by Bloomberg Tax, the American Bar Association's Probate & Property magazine, and BDO, where she provides insight on emerging tax legislation and planning opportunities. She also serves as Co-Chair of the American Bar Association's Generation-Skipping Transfer Tax Committee.
Beyond her professional work, Abbie is actively involved in her community. She serves on the board of Alta Trust Company and has supported numerous nonprofit organizations, including the Sioux Falls Family YMCA, where she has championed educational initiatives for children and families.
Abbie earned a Master of Arts in Political Science and Public Policy from the University of South Dakota and both her Juris Doctor and Master of Laws (LL.M.) in Taxation from Western Michigan University.
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