Current Estate Planning Updates for 2026
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 multigenerational wealth transfer. 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 has more than four decades of experience advising clients on estate, trust, and tax matters throughout his legal and consulting career. He practiced law at multiple leading Los Angeles firms, specializing in estate planning, probate, charitable planning, trust administration, and dispute resolution.
With a hands-on, solutions-oriented approach, Andy provides consulting services at HCVT, assisting high-net-worth individuals and families with estate planning, post-death administration of wills and trusts, beneficiary and trustee disputes, and charitable planning. He works closely with clients and their attorneys or other advisors to develop creative solutions to complex estate and trust issues, identify innovative approaches to resolving family disputes, and translate complex legal and tax recommendations into clear, actionable guidance. Read more.
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