NYSBA Trusts & Estates and Elder Law & Special Needs Section 2026 Joint Fall Meeting

New York State Bar Association

  • Date & Time
    -
  • Location

    The Saratoga Hilton 
    534 Broadway, Saratoga Springs, NY 12866

  • Event Type
    Conference
  • Register here
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AFS partner and Family Office Co-Leader Kevin Matz will present at the Trusts & Estates and Elder Law & Special Needs Section 2026 Joint Fall Meeting hosted by the New York State Bar Association on September 24, 2026.

In Kevin’s presentation “Hot Topics in Estate Planning” he will provide an overview of recent developments, and important topics and techniques at the forefront of current planning and discussion, covering all areas of planning considerations.

Topics to be covered include:

  • The 2/37th cutback of itemized deductions for trusts and estates under the One Big Beautiful Bill Act (OBBBA)
  • The IRS’s recent safe guidance concerning the filing of gift tax returns to report contributions to Trump accounts
  • The Fifth Circuit Court of Appeals’ recent affirmance of the Tax Court’s decision in the Fields bad facts family limited partnership case
  • The IRS’s aggressive challenge to grantor retained annuity trusts (GRATs) in the Elcan case
  • The latest IRS guidance concerning qualified opportunity zone (QOZ) funds in light of ‘Tranche 2” for QOZs under the OBBBA

For more information, click here.

Contacts

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