Estate Planning Outlook: 2026 Projected IRS Thresholds and Exclusions
See us in action
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.”
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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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