Estate Planning Outlook: 2026 Projected IRS Thresholds and Exclusions

See us in action
On January 14, 2026, Bret Cahn will be speaking at the BARBRI CLE webinar “Guardianship Defense and Rights Restoration: Litigation, SDM, and Representation Pitfalls.”
January 21, 2026 Colleen Spain will be presenting at the Suffolk County Bar Association CLE “The Lifecycle of a Non-Profit” and will be moderated by Michelle E. Espey.
January 22, 2026, Irene A. Zoupaniotis will be speaking at the presentation “Hiring in 2026: From Application to Offer” at the Long Island City Partnership.
January 23, 2026, 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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