Avi Z. Kestenbaum
516-747-0300 x237
akestenbaum@meltzerlippe.com


Avi Z. Kestenbaum

Equity Partner of the Firm and listed in Super Lawyers and Best Lawyers in America

Areas of Practice:
  • Domestic and International Tax Planning
  • Trusts and Estates
  • Estate and Charitable Planning
  • Family Business Succession Planning
  • Tax-Exempt Organizations
  • Domestic and International Asset Preservation
  • Partnerships, Limited Liability Companies and Joint Ventures
  • Elder Law
Education:
  • Touro College, B.S. in Political Science, summa cum laude
  • Brooklyn Law School, Juris Doctor
  • University of Miami School of Law, Masters of Laws in Taxation
Admitted to the New York and New Jersey State Bars

Equity Partner of the Firm and listed in Super Lawyers and Best Lawyers in America.

Co-Chair Trusts & Estates Department and co-founder and co-chair of STEP Long Island.

Listed in "Top L.I. Partners", Long Island Business News, and often quoted in Forbes, The Wall Street Journal, The Washington Post, USA Today and more.

Adjunct Tax Professor at Hofstra University School of Law.

Former Trust Administrator for Smith Barney/Citigroup Private Trust Company and attorney with prestigious law firms in New York City, New Jersey and Florida.

Member of Trusts & Estates Magazine editorial advisory board, and Chair of The Modern Practice Committee.

Founder and former Chair of the Tax-Exempt Organizations Committee of the Taxation Section of the New Jersey Bar Association.

Avi is Co Chair of the Trusts and Estates Department, for which the firm is nationally ranked Tier 1 by U.S. News and World Report, and is a Partner in the Tax and Tax Exempt Organizations Departments. Avi provides creative and sophisticated domestic and international tax, estate planning, and asset preservation counsel to CEOs of major corporations, utra high net worth individuals, multinational businesses, and large charitable organizations. He is often quoted in Forbes, The Wall Street Journal, The Washington Post, USA Today, Investor's Business Daily, and other major publications, and is a prominent national lecturer and author in leading tax journals. He is also an Adjunct Tax Professor at Hofstra University School of Law teaching several different tax and trusts and estates courses (and formerly with the Baruch MBA Program) and is listed in Super Lawyers and Best Lawyers in America. Avi is also a member of Trusts & Estates Magazine editorial and advisory board, where he is Chair of The Modern Practice Committee. His practice places special emphasis on domestic and international tax and trust planning, "big picture" philosophy, family business succession planning and effectively dealing with estate disputes. His diverse client base is located in New York City, Long Island and in many other states and countries.

Over the years, Avi's practice has continued to rapidly expand into several additional complex and sophisticated areas in which he advises many clients, including, but not limited to: international tax and wealth preservation planning; family business succession planning; tax and estate controversies; corporate and partnership business structuring; and income tax planning for closely held businesses and real estate clients. Additionally, Avi serves as legal advisor to many prominent charitable organizations and has developed a niche practice in the complicated area of charitable planning and the structuring and operations of nonprofit organizations under federal and state laws dealing with complex issues including, lobbying, advocacy, unrelated business income tax, joint ventures, avoiding excise taxes and foreign charities. Avi is also co-founder and co-chair of STEP Long Island and has a substantial international tax and estate planning practice.

Avi has also published numerous articles in leading national tax, estate planning and tax-exempt organization publications, including, among others, Estate Planning Journal, Trusts and Estates, Leimberg's Newsletter, Practical Tax Strategies, Journal of Taxation of Exempts, and The New York Law Journal, Special Trusts and Estates Sections (see firm website for some of these articles). He is a prominent national lecturer for and to prestigious professional organizations including, but not limited to, the "Notre Dame Tax and Estate Planning Institute," "Ed Slott's Master Elite Program," the "American Bar Association," "Estate Planning Council of New York" and "New York State CPA Society, Annual Estate Planning Conference" and several national insurance companies and nonprofit institutions.

Over the last few years with estate litigations on the rise, Avi has lectured and written articles in leading journals on this subject and is pursuing a national platform advocating all estate planning attorneys better understand their client's unique situations to create individually tailored plans to mitigate the potential for and effects of estate litigations, in addition to avoiding costly income and estate taxes. Additionally, Avi helps many families with business succession planning, which is another complex area requiring individually tailored philosophy and documents to ensure family businesses can achieve success and longevity.

Prior to joining Meltzer Lippe, Avi obtained complex tax and estate planning experience with prestigious law firms in New York City, New Jersey and Florida and as a Trust Administrator for Smith Barney/Citigroup Private Trust Company. Avi received his Bachelors of Science from Touro College, summa cum laude, Juris Doctor from Brooklyn Law School and Masters of Law in Taxation from the University of Miami School of Law. Avi received academic scholarships for his high achievement at each of these institutions and is admitted to practice in New York and New Jersey.

Avi enjoys spending time with his wife, Miriam, who is a kindergarten teacher with the New York City Board of Education and their four young and lively sons, Eli Jonah, Joseph Tyler, Nathan Jude and Liam Mason. He continues his pursuit and interest in academics and very active schedule while serving as an Adjunct Tax Professor at Hofstra University School of Law (and formerly with the Baruch College MBA Program) teaching courses in Federal Income Tax, Gift and Estate Tax, State and Local Tax, Wills and Trusts, and Estate Planning.

Video:

Four Estate Planning Mistakes to Avoid” with The Wall Street Journal Wealth Adviser.

Attorney Articles

Planning Beyond the Galaxy of Exemptions

Integrating Self-Management With Estate Planning

The Virtual Clone Trustee

The Importance Of International Tax And Estate Planning

Know the Differences - Why All Charitable Contribution Deductions Are Not Equal

Numerous Pension Act Changes Affect Charitable And Estate Planning

Proposed Revisions to the Uniform Management of Institutional Funds Act

Duties and Liabilities of Nonprofit Directors and Officers

The New Age of Corporate Governance for Nonprofit Organizations

The Quarterback Dilemma

The State of Estate Planning

The Beneficiary's Defective Inheritor's Trust: Is it Really Defective

A Practitioner's Risk Assessment Checklist

Risk Assessment: Do it at the outset of all estate planning

True Counselor

It's Personal

Use Disclaimers to add flexibility and hindsight to estate plans

Reckoning with New York's Marital Right of Election