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Wall Street Journal’s Veronica Dagher interviews Avi Kestenbaum to discuses how to help your parents with their finances amid Coronavirus. https://www.wsj.com/articles/how-to-help-your-parents-with-their-finances-amid-coronavirus-11590242402
Mary P. O’Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt. The Benefit-of-the-Beneficiary Rule narrowly defines “benefit” to
Article written by Michael M. Schimel, an associate in the Trusts & Estates and Private Wealth & Taxation practice groups.
For appreciated marketable securities owners who do not want to wait until the income tax-free step-up in basis at death or cannot take advantage of
It’s a Family Affair: Is a Prenup Really Necessary for Assets in a Spendthrift Trust answers the question asked by its co-authors Stephen Breitstone, the Head
When a problem or audit relates to a charity or a nonprofit affecting the celebrated or, as in this case, the notorious, journalists and clients
Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, and Joy Spence an associate in the Private Wealth & Taxation practice group,
In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin
By: David A. Bamdad & Christopher J. Clarke
(or browse some cartoons)
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