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 5, 2025 Daniel S. Rubin will be presenting at the 13th Annual Great Lakes Asset Protection Institute.
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 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.”
February 26, 2026 Robert M. Harper will be speaking on the panel “Lost Wills and Trusts” at the New York Bar Association.
March 3, 2026 Robert M. Harper will be speaking at the National Business Institute CLE “Estate Administration and AI: New Tools, Top Risks, and the Latest Trends” on the panel “Legal Ethics and the Use of AI in Probate.”
Latest Insights
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.
Popular/Recent Insights
Latest Blogs
Stay informed and ahead in the legal landscape with insights where fresh perspectives meet real-world relevance.
