Articles Articles

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.

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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 …

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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.

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Employers’ Annual Checkup

By Nicholas P. Melito Employers take note, at the start of this year, it is important to become compliant with many statutes and regulations but …

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Trusts & Estates Magazine: The Definition of a Successful Estate Plan

Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, discusses what happens when an emotional tug of war exists between the client’s …

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A Primer on Mechanic’s Liens in New York City

By Manny A. Frade Mechanic’s lienA mechanic’s lien is a security interest in a title to real estate for the benefit of those who have …

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NY Post: Charity in hot water over Epstein connection

When a problem or audit relates to a charity or a nonprofit affecting the celebrated or, as in this case, the notorious, journalists and clients …

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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 …

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Contractors for MTA May be exposed to debarment

By Manny A. Frade The NYS legislature passed a law that can effectively result in prohibiting contractors from performing government work for five years.  The new …

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New York State Bans Inquiries Into Salary History

Effective January 6, 2020, all employers in New York State are prohibited from asking about or relying on the salary history of an applicant or …

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