Beneficiary Deemed Owner Trusts: BDOT OUTLINE
Avi Z. Kestenbaum and Co-Author Elliot Dison
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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
COVID-19 Chart of Various Wage Notice Requirements
Please click on the PDF below for Chart of Various State Wage Notice Requirements.
COVID-19: Updates on Emergency Statutes_Q & A
Please click on the PDF below for limited Q & A for the emergency statutes in place.
COVID-19: Updates on Emergency Statutes_Timeline
Please click on the PDF below to view the potential timeline of implementation for emergency statutes.
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
Contractors for MTA May be exposed to debarment
The NYS legislature passed a law that can effectively result in prohibiting contractors from performing government work for five years. The new law provides that