Join Avi Z. Kestenbaum, Partner and Co-Chair of the Trusts and Estates practice group at Meltzer, Lippe, Goldstein & Breitstone, LLP, Philip Stein, CEO and President of Philip Stein & Associates, Fred Kahn, Partner at Philip Stein & Associates, and Yair Benjamini, Partner at Benjamini & Co. to discuss: Tax and Estate Planning for U.S. Persons Who Have Assets or Descendants in Israel: What you don’t know can indeed be costly
Trusts and Estates Articles
David A. Bamdad is speaking at New York State Bar Association’s Annual Meeting on 1/27/21 – Triggering the Statute of Limitations: Ten Years After Schneider and in the COVID Zoom Zone
Avi Z. Kestenbaum, Partner and Co-Chair of our Trusts and Estates practice group and Kim Kamin, Principal and Chief Wealth Strategist of Gresham Partners, LLC discuss factors to consider when helping client trying to plan an estate determine dispositive provisions of a will or revocable trust issue—and whether they should be equal for fair.
If you have clients who want to lock in the current estate tax exemption but are concerned about parting with assets, the new grantor retained
The Shenkman Private Client Group of Oppenheimer & Co. Inc. presents Summer Accountant/Attorney Webinar # 4: “Selling a Family Business During a Pandemic: Planning Strategies to Consider”
This series will cover a range of timely topics related to the reopening of the economy. Each program will be given by a nationally recognized expert in their field and it is only 30 minutes in length, and packed with practical/actionable information.