ORANGE COUNTY ESTATE PLANNING COUNCIL

Stay current on the most important estate planning developments shaping 2026. This one-hour update examines key legislative changes under the One Big Beautiful Bill Act, updated estate and gift tax exemption amounts, evolving trust and charitable planning strategies, and new considerations affecting wealth transfer and estate liquidity.

Designed for professionals across the estate planning field—including insurance, financial, legal, and trust professionals—this session provides timely insights to support informed client conversations and effective planning collaboration.

Notes: This program qualifies for 1 hour of continuing education credit for Attorneys, CPA's, Planned Giving Specialists, and Professional Fiduciaries. The CA Department of Insurance also approved this session for 1-HR CEU (Course: 393295). This program is pending approval with the CFP Board of Standards and the American Bankers Association. 

Cary Robbins is a partner in the Private Client Services Department.  Cary provides sophisticated estate and tax planning advice to individuals and families, with an emphasis on the multigenerational transfer of wealth.  She works with clients from a variety of backgrounds, including real estate investors, entrepreneurs, business owners, private equity principals, and individuals with inherited wealth.  She also routinely counsels clients on their charitable giving and assists clients with the formation and administration of private foundations to meet their philanthropic goals. Read more.

Andy Katzenstein practiced law for 43 years at major law firms in Los Angeles in the area of estate planning, probate, charitable planning, trust administration, and dispute resolution. Having retired from the practice of law, Andy now provides consulting services, working alongside attorneys to find creative solutions to complicated tax problems, identify outside-the- box solutions that help resolve family disputes, and accompany clients to meetings with their estate planning lawyers to "translate" into plain English the suggestions your lawyers are making.

Meeting Sponsor