Tax law, estate planning, and trust administration are interconnected disciplines where the rules change frequently and the stakes for individuals and families are high. For business owners, high-net-worth individuals, and families with complex financial situations, staying current on legislative and regulatory developments is not optional — it is fundamental to protecting what they have built. Each year, Mandelbaum Barrett PC brings together leading practitioners and advisors for an annual forum that addresses the most important developments and planning opportunities in tax, trusts, and estates law.
This video features highlights and insights from the 10th Annual Tax, Trusts and Estates Forum, presented by Mandelbaum Barrett PC’s tax law and trusts and estates practice groups. The 10th Annual Forum marked a decade of bringing clients, colleagues, and advisors together to discuss the planning issues that matter most for wealth preservation, estate administration, and tax compliance in New Jersey and New York. The firm’s tax and trusts and estates practice groups advise individuals, families, trusts, and closely held businesses on planning and compliance across a wide range of tax and estate issues.
Why Annual Tax and Estate Planning Education Matters
The tax and estate planning landscape shifts regularly — sometimes dramatically. Federal estate and gift tax exemptions have changed significantly through legislation over the past decade, and scheduled changes in exemption amounts mean that planning windows can open and close based on when action is taken. State-level estate taxes in New Jersey and New York add another layer of complexity that affects residents of both states differently and must be factored into any comprehensive estate plan.
For business owners, the intersection of business succession planning, buy-sell agreement funding, key person insurance, and estate planning creates challenges that require coordination across multiple disciplines. The annual forum format allows the firm’s attorneys to present current developments, case studies, and planning strategies in a format accessible to clients and their advisors — and the 10th Annual Forum represented a milestone in the firm’s commitment to delivering this kind of ongoing legal education to its clients and the broader community.
According to the Internal Revenue Service, federal estate and gift tax rules are subject to legislative change, and proactive planning is essential for individuals and families who may be affected. Working with experienced tax and estate planning counsel to review and update plans in light of current law is a critical component of long-term wealth preservation.
Contact Mandelbaum Barrett PC for Tax, Trusts, and Estates Guidance
If you have questions about estate planning, trust administration, or tax planning in New Jersey or New York, the tax law and trusts and estates teams at Mandelbaum Barrett PC can help.
Reach out through our contact page to speak with our team. We are here to help individuals, families, and businesses navigate the evolving landscape of tax and estate planning law.