Business & Real Estate Taxation
- Former Member, U.S. Treasury Department Office of Tax Policy
- Majority of attorneys with LL.M. degrees in Tax and Estate Planning
- Professors of Tax Law at NYU School of Law, Cardozo School of Law, Hofstra University School of Law and Baruch College
- Several attorneys who are C.P.A.’s and M.B.A.’s
- Former Senior Attorneys with IRS Office of Chief Counsel
- Chair, Nassau County Bar Association, Tax Committee
- Chair, Sales, Exchange & Basis Committee, Tax Section of the American Bar Association
- Chair, Trust & Estate Law Committee, American Bar Association
- Member of the Bloomberg BNA Tax Management Advisory Board
- Member of the Bloomberg BNA Real Estate Advisory Board
- Member of the NYU Institute on Federal Taxation Advisory Board
- Member of the Practical Tax Strategies Editorial Board
- Member of the Wealth Management, Trusts & Estates Magazine Editorial Advisory Board
- American College of Trust & Estate Counsel fellows
- U.S. News & World Report Best Lawyers
- New York Super Lawyers
Practice Groups: Business & Real Estate Taxation, Corporate/Business, Real Estate, Trusts & Estates, Tax-Exempt Organizations and Private Wealth & Taxation
Areas of Focus: Private Wealth & Taxation
Overview: Steve is counsel to many of the firm’s wealthiest and most prominent clients, providing sophisticated tax and estate planning advice for several large New York real estate families, private equity funds, Wall Street investment bankers, fund managers, corporate executives, large estates and others. He has pioneered many novel tax planning techniques – some combining his broad knowledge of partnership taxation and estate planning. Steve’s style of practice is personal, not institutional; and his client’s goals and objectives are his priority.
Practice Groups: Trust & Estates, Business & Real Estate Taxation
Areas of Focus: Estate and income tax planning, business succession planning and estate and trust administration.
Overview: Andrew counsels his clients regarding their estate planning and the gift, estate and generation-skipping transfer tax considerations of their plans while keeping their non-tax objectives a top priority.
Practice Groups: Business & Real Estate Taxation and Private Wealth & Taxation
Area of Focus: Tax
Overview: José Berra is counsel to the firm’s Tax & Tax Controversy andPrivate Wealth & Taxation practice groups. Prior to attending The University of Chicago Law School, José was a C.P.A. at Ernst & Young. Following his graduation, José returned home to practice tax law in the New York City office of Morgan, Lewis & Bockius where he developed a close, now over three-decade long, personal and professional relationship with Steve Breitstone, who heads the Meltzer Lippe Tax & Tax Controversy Practice Group. Practice Group Tax & Tax Controversy and Weaslth Preservastion and High Net worth Planning
William Deitch is an associate with Meltzer Lippe’s Business & Real Estate Taxation Practice Group. William focuses his practice on Corporate Tax and Partnership Tax. William assists clients in minimizing the tax burdens of various transactions, such as mergers, re-organizations, section 351 transactions, spin-offs and split-offs.
Practice Groups: Trusts& Estates Business & Real Estate Taxation and Private Wealth & Taxation
Areas of Focus: Estate Planning and estate administration, tax planning and controversies, IRA / pension distribution, and elder law.
Overview: “Howard has over 40 years of experience in Estate Planning & Administration and experience planning estates for the heads of some of the largest corporations listed on the NYSE. Howard has published over two dozen articles in various national tax journals, is an expert in pension & IRA distributions, and in business succession.”
Practice Group: Trusts & Estates, Business & Real Estate Taxation, Tax Exempt Organizations and Private Wealth & Taxation
Overview: Jeffrey has more than 30 years of experience in tax, trusts and estates, and tax-exempt organizations law; he has extensive experience in sophisticated tax and estate planning matters involving family owned and other privately owned enterprises including operating businesses, investment vehicles and family foundations; as well as the tax and estate planning issues that concern artists and collectors.
Practice Group: Tax & Tax Controversy, Corporate/Business
Ray is counsel to the firm’s Business & Real Estate Taxation and Corporate/Business practice groups.
Ray works with both public and private companies providing tax and corporate advice, including those involving cross-border situations. Ray advises start-up clients regarding the appropriate entity formation and existing companies regarding taxable and tax-free mergers, acquisitions, reorganizations and dispositions. Ray’s clients have included C-corporations, S-corporations, partnerships and LLCs.
Practice Areas: Business & Real Estate Taxation, Trust & Estates, Tax Exempt Organizations and Private Wealth & Taxation
Areas of Focus: Complex tax and estate planning; estate and trust administration; charitable giving; and representation of public charities and private foundations, as well as state and federal regulations compliance.
Overview: David’s practice encompasses all aspects of estate planning, with an emphasis on the efficient transfer of assets among several generations of a family. He has considerable expertise in minimizing the impact of transfer taxes upon the death of senior family members. He specializes in the structuring and implementation of sophisticated estate plans for both U.S. residents and non-residents.
Practice Groups: Trusts & Estates, TBusiness & Real Estate Taxation and Private Wealth & Taxation
Areas of Focus: General estate planning, personal tax planning, tax planning for life insurance and charitable trusts, estate tax motivated partnership, and asset planning, protection and restructuring.
Overview: Joe has more than 30 years of experience in the practice of the law of trusts and estates; is an expert in general estate planning, personal tax planning, tax planning for life insurance and charitable trusts, estate tax motivated partnership; and asset planning, protection and restructuring.
Avi co-chairs our Trust & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a partner in the firm’s Business & Real Estate Taxation and Private Wealth & Taxation practice groups.
Avi provides creative and sophisticated domestic and international tax, estate planning, and asset preservation counsel to CEOs of major corporations, ultra high net worth individuals, multinational businesses, and large charitable organizations. He has also successfully represented many clients, including individuals, trusts and estates, businesses and charitable organizations with IRS and state tax audits.
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Areas of Focus: Estate planning; wills, trusts & estates; and estate and trust administration.
Overview: Christine prepares wills, various types of trusts, durable powers of attorney, and health care proxies. In addition to tax planning, Christine tailors each client’s estate plan for his/her specific needs and goals, including planning for minor children, second marriages, and family members with disabilities and/or special needs. She also negotiates pre-nuptial and post-nuptial agreements.
Practice Group: Business & Real Estate Taxation
Areas of Focus: Tax, Trust & Estates and Wealth Preservation
Overview: Phillip advises on the tax planning and structuring aspects of sophisticated business and investment transactions. In addition, Phillip represents clients in tax controversies with the IRS and New York State.
Trusts & Estates, Business & Real Estate Taxation and Private Wealth & Taxation
Areas of Focus: Tax & Wealth Preservation
Overview: John has over 30 years of experience in the trusts and estates field. He is an expert in all phases of estate administration, including probate, the preparation of estate tax and fiduciary income tax returns, and the settlement and accounting of estates, including contested proceedings.
Joy Spence is an associate in the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation practice groups. She focuses her practice primarily on tax law, wealth management, and trusts and estates.
Business & Real Estate Taxation
Areas of Focus: Tax
Overview: In September 2017, Mark was elected a Fellow of the American College of Tax Counsel (or “ACTC”) in recognition of his exceptional degree of professional commitment to the practice of tax law. Mark frequently works with real estate counsel at the Firm advising clients operating as partnerships, limited liability companies, or S corporations on ways to achieve tax deferral from an exchange of property without triggering gain from receipt of taxable “boot.”