Heckerling Review 2026 with Kevin Matz, Esq.

Estate Planning Council of New York City, Inc. (EPCNYC)

  • Date & Time
    -
  • Location

    BDO
    200 Park Avenue, 38th Floor
    New York, NY 10166

  • Event Type
    Conference
  • Register here
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AFS Partner Kevin Matz will present at the EPCNYC’s annual Heckerling Review on February 24, 2026, in New York.

Kevin will provide a comprehensive recap of the latest developments from the prestigious Heckerling Institute on Estate Planning. 

Topics to be discussed will include: 

  • The provisions of the One Big Beautiful Bill Act (OBBBA)
  • Estate planning in light of the permanent estate and gift exclusion amount of $15 million (subject to indexing) beginning January 1, 2026
  • The Internal Revenue Service’s aggressive litigation position on grantor retained annuity trusts in the Elcan case 
  • The changes to the rules that apply to qualified small business stock under the OBBBA  

Breakfast will be included. For more information, click here.

Contacts

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