2nd Annual Estate Planning Summit
Estate Planning Council of Westchester County
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Date & Time
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Location
Conference Center
1133 Westchester Avenue
White Plains, NY 10604 -
Event Type
Conference
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AFS partner and Family Office Industry Group Co-Leader Kevin Matz will present at the 2nd Annual Estate Planning Summit hosted by the Estate Planning Council of Westchester County in White Plains, New York on November 18, 2026.
During his presentation, “Hot Topics in Estate Planning,” Kevin Matz will provide an overview of recent developments, planning techniques, and other timely issues at the forefront of estate planning. His discussion will address the 2/37th cutback of itemized deductions for trusts and estates under the One Big Beautiful Bill Act (OBBBA); recent IRS guidance concerning gift tax reporting for contributions to Trump accounts; the New York City pied-a-terre tax; recent developments involving family limited partnerships and grantor retained annuity trusts (GRATs); and the latest IRS guidance concerning qualified opportunity zone (QOZ) funds under the OBBBA.
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