Trusts & Estates Articles

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 …

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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, …

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A Primer on Key Estate Planning Issues for High Net Worth Individuals | Meltzer Lippe

By Avi Z. Kestenbaum The first and most important fact surrounding estate planning for high net worth individuals is that individuals are living longer due …

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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 …

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Document Retention for the Modern Trusts and Estates Practitioner

By: David A. Bamdad & Christopher J. Clarke

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Hoppenstein Trust Decanting Decision Adds Clarity For NY Trusts & Estates Practitioners

By David A. Bamdad A case recently decided in New York County Surrogate’s Court and subsequently affirmed on appeal, Davidovich vs. Hoppenstein (162 A.D.3d 512, …

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A Tale of Two Generations – How a Millennial and a Gen Xer view their law practice.

New estate-planning attorneys may see the practice differently from those who’ve been out a while. Here are the perspectives of one recently admitted attorney (Joy …

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Trusts & Estates Magazine: Safe and Secure

Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, discusses some constants in an unstable world.

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Trusts & Estates: Educating Clients Before It’s Too Late

Avi Z. Kestenbaum shares his thoughts on accomplishing a complex mission.

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Trusts & Estates: Beware of Hidden Dangers When Taking On New Clients

In an article published in Trusts & Estates, Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trusts & Estates Department, advises practitioners to watch for certain …

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