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Events : Private Wealth & Taxation Institute

Private Wealth & Taxation Institute

Stephen M. Breitstone and Avi Z. Kestenbaum moderate Day 3 of the Institute: Trusts & Estates


Join moderators Stephen M. Breitstone and Avi Z. Kestenbaum and several Meltzer Lippe attorneys to discuss: Minimizing State and Local Taxes: Part I: Taking the Person Out of NY – Can You Abandon New York Resident Status Without a Hangover?; Part II: Taking the Assets or Business Out of New York ; Do You Know a Grantor Trust When You See One? and 3.8% Tax on Net Investment Income: The Impact on Trusts & Estate Planning.

This seminar is part three of The Meltzer Lippe Private Wealth & Taxation Institute.  Hosted in May, the Institute is a three part CLE/CPE lecture series for attorneys, real estate and business owners, C.P.A.’s, financial advisers, clients and friends of the firm.

When:  May 22, 2014 from 8:00 – 10:30 a.m.
Where:  190 Willis Avenue, Mineola, NY 11501

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