Trusts & Estates Articles

Wall Street Journal: How to Get Your Finances in Order Before Returning to Work

Wall Street Journal’s Veronica Dagher interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group to discuses how to get your finances …

August 20, 2020

Beneficiary Deemed Owner Trusts: BDOT OUTLINE

Avi Z. Kestenbaum and Co-Author Elliot Dison

June 5, 2020

WealthManagement.com: When is Equal Inheritance the Wrong Answer?

Avi Z. Kestenbaum discusses when clients must decide whether it’s wise to split their estates equally among their children. Read more: WealthManagement.com

June 2, 2020

Wall Street Journal: How to Help Your Parents with their Finances Amid Coronavirus

Wall Street Journal’s Veronica Dagher interviews Avi Kestenbaum to discuses how to help your parents with their finances amid Coronavirus.

May 23, 2020

ABA Probate & Property: “Benefit of the Beneficiary Rule” co-authored by Mary P. O’Reilly

Mary P. O’Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt. The Benefit-of-the-Beneficiary Rule narrowly defines “benefit” to …

March 16, 2020

Trusts & Estates Magazine: Ethical Considerations in the Sale or Merger of a Law Practice

Article written by Michael M. Schimel, an associate in the Trusts & Estates and Private Wealth & Taxation practice groups.

March 1, 2020

Trusts & Estates Magazine: The Definition of a Successful Estate Plan

Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, discusses what happens when an emotional tug of war exists between the client’s …

January 2, 2020

Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal – Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of Marketable Securities for Cash

For appreciated marketable securities owners who do not want to wait until the income tax-free step-up in basis at death or cannot take advantage of …

November 14, 2019

Wealth Management (Audio) Dead Celebrity Podcast: Episode 2 – Robin Williams Planned It Right — With Guest Avi Z. Kestenbaum

In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin …

November 7, 2019

Is a Prenup Really Necessary for Assets in a Spendthrift Trust?

It’s a Family Affair: Is a Prenup Really Necessary for Assets in a Spendthrift Trust answers the question asked by its co-authors Stephen Breitstone, the Head …

September 10, 2019