Estate Planning Outlook: 2026 Projected IRS Thresholds and Exclusions
Each year, the IRS updates tax brackets and related thresholds to reflect inflation. Under the One Big Beautiful Bill Act, the estate tax basic exclusion amount will increase to $15,000,000 in 2026, with inflation indexing beginning in 2027. Based on Bureau of Labor Statistics data through August 2025, analysts anticipate the following adjustments to key estate planning figures for 2026.
See us in action
December 2, 2025 Frank T. Santoro will be speaking the New York State Bar Association’s CLE Estate Litigation: Contested Probate and Accounting Proceedings – Part 1 on the panel “Basics of Probate Contest Discovery.”
December 2, 2025 Eric W. Penzer will be speaking at the New York State Bar Association’s CLE Estate Litigation: Contested Probate and Accounting Proceedings – Part 1 on the panel “The 1404 Examination.”
December 5, 2025 Daniel S. Rubin will be presenting at the 13th Annual Great Lakes Asset Protection Institute.
January 23, 2025, Daniel S. Rubin will be speaking at the 2026 AICPA Personal Financial Planning Symposium on the panel “Top 10 Estate Planning Strategies Post Tax Change.”
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Invalidating Legal Documents and Transactions In Article 81 Guardianship Proceedings
Bret Cahn’s article, “Invalidating Legal Documents and Transactions in Article 81 Guardianship Proceedings,” was recently featured in the New York State Bar Association’s Elder and Special Needs Law Journal.
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