Trusts & Estates Articles

As family structures continue to evolve, more Americans are finding themselves navigating the challenges of aging without a spouse, partner, or children to rely on. ...

Lessons learned, what’s changed and where modern estate-planning practice is heading. Written by: Jonathan G. Blattmachr, Marvin E. Blum, and Avi Z. Kestenbaum The modern ...

Featuring insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe. A recent Wealth Management article highlights the challenges that can arise ...

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, shared key takeaways from this year’s Heckerling Conference with WealthManagement.com. Avi Kestenbaum: Recent ...

Featuring insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe. Losing a spouse is devastating — and for many families, financial ...

Written by: Avi Z. Kestenbaum, Craig R. Hersch Adapting to the AI revolution while maintaining the human touch. As estate-planning attorneys, CPAs, trust officers and ...

by Jeffrey A. Galant Abstract Public policy continues to inform the interpretation of applicable law, including the tax law. The language of a tax provision ...

By Jeffrey A. Galant Succession planning in the context of family-owned or controlled businesses generally has two overarching concerns: first, who will manage the business, and ...

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group shared with WealthManagement.com some of the key takeaways from this year’s Heckerling Conference. ...

By Jeffrey A. Galant In connection with promoting his law practice, Avery deducted for income tax purposes expenditures he incurred to support his activity as a ...