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
Trusts & Estates Articles
Avi Z. Kestenbaum shares his thoughts on accomplishing a complex mission.
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
Webinar: “Structuring Preferred Partnership Freezes in Estate Planning: Navigating the Chapter 14 Valuation Rules”.
Live Broadcast on October 20, 2017 This webinar will provide estate planners, advisers and tax counsel with a comprehensive exploration into the planning and structuring
Article: “Non-Charitable Purpose Trusts: Past, Present, and Future,” 51 Real Prop. & Est. L.J. 321 (2016)
This interesting article is a good read for all trusts and estates would-be scholars, from law students to practicing attorneys, as it hits the heart of what’s a
“Separation is very important,” Kestenbaum said. “Don’t tie these people together. Utilize neutral persons in roles if there is a concern with disputes. If there are multiple parties involved with competing interests, then perhaps a neutral party should be the one overseeing the estate. And if it’s not a neutral party, put it in dispute resolution. So if there is an argument or a dispute, there could be provisions in the documents to decide how the disputes are resolved.”
In Matter of Hoppenstein, NYLJ 1202783016744 [Sur Ct, NY County 2017], the New York County Surrogate’s Court found the distribution of a life insurance policy
Wall Street Journal’s Veronica Dagher interviews Avi Kestenbaum to discuses how to best go about managing your children’s inheritance, and whether they should receive assets