Trusts & Estates Articles

New York Law Journal: Disputes and Consequences

By Jeffrey A. Galant Well-settled in the tax law is the notion that the character of amounts received in the settlement of a claim turns ...
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New York Law Journal: Family Business: A Missed Succession Planning Opportunity

By Jeffrey A. Galant In the annals of family business succession planning, this article discusses some clever, albeit flawed, attempts to transfer ownership interests in a ...
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NYSBA Trusts and Estates Law Section Journal: Please Release Me, Let Me Go

By Lori A. Sullivan and Lisa Fenech You have been named executor of the estate of your dear friend. With the assistance of your attorney, ...
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WealthManagement.com: Philanthropists Are Pulling the Plug on Donations to Major Universities

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Philanthropists Are Pulling the Plug ...
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New York Law Journal: What is the Deal? Proper Reporting Requires Analysis

By Jeffrey A. Galant Selling taxpayers often ignore or fail to appreciate the full picture of their sale transaction. This article examines two recent Tax ...
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New York Law Journal: A Reminder That Partnership Tax Status Requires Business Purpose and Profit Sharing

By Jeffrey A. Galant Likely, either the partnership or limited liability company is the most flexible of entities now available for business-or investment-related ventures. Whether ...
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NYSBA Trusts and Estates Law Section Journal: Accounting for a Controlling Interest in an Entity

By David A. Bamdad More than 70 years ago, the Court of Appeals explained that “where a trustee holds a working control of the stock ...
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WealthManagement.com: Is Blood Really Thicker Than Water?

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Is Blood Really Thicker Than Water?” What ...
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Trusts & Estates Magazine: The Future of Estate Planning

Four thought leaders provide their insights into the future of the modern estateplanning practice. Austin Bramwell predicts that despite dire warnings, the private wealth and ...
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Trusts & Estates Magazine: When Should Practitioners Express Disagreement With Clients?

By Avi Z. Kestenbaum Often, like other estate planners, I grapple with defining my exact role. Am I mostly a scrivener who writes down the wishes ...
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