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Events : Private Wealth & Taxation Institute

Private Wealth & Taxation Institute

Stephen M. Breitstone and Avi Z. Kestenbaum moderate Day 1 of the Institute: Tax & Planning Update


Join moderators Stephen M. Breitstone and Avi Z. Kestenbaum and several Meltzer Lippe attorneys to discuss: Introduction to the Institute and Current Developments; The New Frontier: Global Trust Planning, including an introduction to new Israeli trust legislation; and Voluntary Disclosure of Foreign Assets, including ethical obligations of practitioners. 

This seminar constitutes part one 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 1, 2014 from 8:00 a.m. – 10:30 a.m.
Where:  190 Willis Avenue, Mineola, NY 11501

For more information: visit