Trusts & Estates Articles

New York Law Journal: Caring for the Closely Held Business: Zeroing Out Profits

By Jeffrey A. Galant Common sense suggests that business owners, among their numerous tasks, should seek to minimize income taxes as they would any other expense, ...
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Wall Street Journal: Tim Walz’s and JD Vance’s Personal Finances Couldn’t Be More Different

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was quoted in The Wall Street Journal in an article titled “Tim Walz’s and JD ...
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New York Law Journal: Planning Ahead for Tax Liabilities

By Jeffrey A. Galant A man who does not plan long ahead will find trouble at his door – Confucius It is generally a good idea ...
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New York Law Journal: Great Expectancies: Anticipating Inheritance

By Jeffrey A. Galant There are orphanages … for children who have lost their parents – oh! why, why, why, are there no harbours of refuge ...
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WealthManagement.com: Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Can O.J. Simpson’s Executor Stiff-Arm ...
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New York Law Journal: Constructive Deceit

By Jeffrey A. Galant The tools of intelligence (and counterintelligence) gathering, e.g., espionage, spying and the like, have been utilized since time immemorial by states, sovereign ...
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The Chronicle of Philanthropy: What Do Donor Revolts Mean for Fundraising?

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in The Chronicle of Philanthropy in an article titled “What Do ...
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New York Law Journal: Disputes and Consequences

By Jeffrey A. Galant Well-settled in the tax law is the notion that the character of amounts received in the settlement of a claim turns ...
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Trusts & Estates Magazine: How to Handle the First Meeting With a Client

By Avi Z. Kestenbaum I think of the first client meeting as a blind date, where someone may have recommended that the two parties meet, ...
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New York Law Journal: Family Business: A Missed Succession Planning Opportunity

By Jeffrey A. Galant In the annals of family business succession planning, this article discusses some clever, albeit flawed, attempts to transfer ownership interests in a ...
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