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Trusts & Estates Articles
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WealthManagement.com: When is Equal Inheritance the Wrong Answer?
Avi Z. Kestenbaum discusses when clients must decide whether it’s wise to split their estates equally among their children. To read the complete article, please
Wall Street Journal: How to Help Your Parents with their Finances Amid Coronavirus
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
ABA Probate & Property: “Benefit of the Beneficiary Rule” co-authored by Mary P. O’Reilly
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
Trusts & Estates Magazine: Ethical Considerations in the Sale or Merger of a Law Practice
Article written by Michael M. Schimel, an associate in the Trusts & Estates and Private Wealth & Taxation practice groups.
Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal – Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of Marketable Securities for Cash
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
Is a Prenup Really Necessary for Assets in a Spendthrift Trust?
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
NY Post: Charity in hot water over Epstein connection
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
Trusts & Estates Magazine: From the Legal Bar to the Health Bar
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,
Wealth Management (Audio) Dead Celebrity Podcast: Episode 2 – Robin Williams Planned It Right — With Guest Avi Z. Kestenbaum
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