Plan accordingly with your spouse to take advantage of exemptions and benefits.
2026 is coming quickly. It is essential for wealthy married couples and their advisors to focus and prepare for the upcoming reductions to the federal gift, estate, and GST tax exemptions on January 1, 2026. This course will focus on planning tools and techniques to effectively prepare for these changes and to use the current increased exemption amounts. We will discuss proper gift reporting, estate planning concepts (including will and trust drafting ideas), generational planning opportunities, retirement account beneficiary planning, and life insurance considerations. Also, widowed clients can act now to utilize the new simplified method to increase surviving spouse's estate exemption and elect portability and increase the surviving spouse's federal gift and estate tax exemption.
Agenda
Faculty
Gregory L. Matalon, Esq.
Capell Barnett Matalon & Schoenfeld LLP
- Partner at Capell Barnett Matalon & Schoenfeld LLP (https://cbmslaw.com/team/gregory-l-matalon/)
- Created new law through his submissions of Private Letter Ruling requests to both the Internal
- Revenue Service and the New York City Department of Finance
- Is proud to have represented numerous families who lost loved ones on September 11, 2001
- Helped to establish Lutheran Disaster Response of New York, a major charitable organization created in the aftermath of the 9/11 tragedies
- Effectively assist clients with Will and Trust Litigation and Retirement Asset Planning
- Effectively assisted clients with Federal and NYS tax issues
Erik Olson
Capell Barnett Matalon & Schoenfeld LLP
- Associate attorney at Capell Barnett Matalon & Schoenfeld LLP (https://cbmslaw.com/team/erik-olson/)
- Represent clients in the areas of estate planning, estate administration, corporate law, and tax
- Authored articles on topics including estate planning, estate, and gift tax, and portability
- Admitted to practice law in New York and in California
- Graduate of Loyola Law School Los Angeles, and attending the Executive Tax LLM program at New York University Law School
- Contact: [email protected]; 516-265-1106
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
