Trusts & Estates Articles

New York Law Journal: A Reminder That Partnership Tax Status Requires Business Purpose and Profit Sharing

By Jeffrey A. Galant Likely, either the partnership or limited liability company is the most flexible of entities now available for business-or investment-related ventures. Whether ...
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NYSBA Trusts and Estates Law Section Journal: Accounting for a Controlling Interest in an Entity

By David A. Bamdad More than 70 years ago, the Court of Appeals explained that “where a trustee holds a working control of the stock ...
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WealthManagement.com: Is Blood Really Thicker Than Water?

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Is Blood Really Thicker Than Water?” What ...
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Trusts & Estates Magazine: The Future of Estate Planning

By Avi Z. Kestenbaum Four thought leaders provide their insights into the future of the modern estateplanning practice. Austin Bramwell predicts that despite dire warnings, ...
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Trusts & Estates Magazine: When Should Practitioners Express Disagreement With Clients?

By Avi Z. Kestenbaum Often, like other estate planners, I grapple with defining my exact role. Am I mostly a scrivener who writes down the wishes ...
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Empathy’s Cost of Dying Report: The Most Challenging Role in Loss

On their mission to change the way the world deals with loss and to help families deal with the practical and emotional burdens they face ...
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WealthManagement.com: The State of the Estate Planning

Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was interviewed at the Heckerling Institute on Estate Planning by Susan Lipp, Editor ...
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Steve Leimberg’s International Tax Planning Newsletter: Israeli Income Taxes Lurking in Your US Estate Plan

Many United States citizens or residents have children, grandchildren or other beneficiaries who live in Israel. When estate planning for these clients, care must be ...
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Trusts & Estates Magazine: Redefining Our Approach to Mental Health and Estate Planning

By Laura M. Brancato and Mary P. O’Reilly Addressing long-terms needs can be a challenge. To be an effective estate-planning practitioner, an attorney must have ...
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Trusts & Estates Magazine: Review of Reviews: “Tokenized: The Law of Non-Fungible Tokens and Unique Digital Property,” Indiana Law Journal

By Avi Z. Kestenbaum By now, we’ve all heard of non-fungible tokens (NFTs), and some of us may even have personal experiences owning them or ...
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