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Estate Planning Before 2026 (and Beyond) for Married Couples


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.



Gregory L. Matalon, Esq.

Gregory L. Matalon, Esq.

Capell Barnett Matalon & Schoenfeld LLP

  • Partner at Capell Barnett Matalon & Schoenfeld LLP (
  • 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

Erik Olson

Capell Barnett Matalon & Schoenfeld LLP

  • Associate attorney at Capell Barnett Matalon & Schoenfeld LLP (
  • 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

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