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’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
Please click on the PDF below for Chart of Various State Wage Notice Requirements.
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.
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