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
November 18, 2025 Maria Lianos Johnson will be moderating the Nassau County Bar Association event “Estate Planning for Senior Attorneys.”
November 20, 2025 Irene Zoupaniotis will be speaking at the Long Island City Partnership webinar “LICP Talks Labor & Employment: Preparing for the New Year.”
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.”
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.
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