Trusts & Estates Articles

Wall Street Journal: How to Buy a Home Together When You’re Not Married

Wall Street Journal’s Veronica Dagher interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group to discuss how to purchase a home ...
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Get a GRIP! How to Lock in the Exemption and Still Benefit from It with the Grantor Retained Interest Partnership Steve Leimberg’s Estate Planning Newsletter

“With the November elections looming and uncertainty as to the future of the current levels of Federal transfer tax exemptions if the Democrats obtain control, ...
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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 ...
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Beneficiary Deemed Owner Trusts: BDOT OUTLINE

Avi Z. Kestenbaum and Co-Author Elliot Dison    
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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
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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.
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ABA Probate & Property: “Benefit of the Beneficiary Rule”

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 ...
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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.
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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 ...
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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 ...
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