Joy Matak to Speak at the Sid Kess Continuing Legal Education Program 10/22/2026

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Joy Matak, Esq. will be speaking at the upcoming Sid Kess Continuing Legal Education Program on October 22, 2026. She will be co-presenting “Session 3 – Estate Tax” from 10:05 AM to 10:55 AM alongside Thomas A. Tietz, JD.

Click here for a complete overview of the day’s agenda and other sessions.

Here is the official description of her session, titled “Navigating the Estate Tax Landscape: Planning Opportunities and Pitfalls”:

“This presentation provides practitioners with a detailed examination of the current estate tax framework, recent relevant cases, and the planning strategies available to counsel advising high-net-worth clients. Topics will include the interplay between federal and state transfer tax regimes, leveraging applicable exemption amounts through lifetime gifting and trust structures, valuation discount planning, and the use of irrevocable trusts such as GRATs, SLATs, DAPTs and IDGTs. The session will also address common drafting and implementation pitfalls and how to anticipate and respond to potential legislative changes. Attendees will gain actionable guidance for structuring estate plans that withstand scrutiny and achieve clients’ wealth transfer objectives.”

Register now at: https://www.ujafedny.org/event/view/sidney-kess-conference

Related Practices:   Tax, Trusts and Estates

Related Attorney:   Joy Elizabeth Matak