Trusts & Estates Articles

Trusts & Estates Magazine: From the Legal Bar to the Health Bar

Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, and Joy Spence an associate in the Private Wealth & Taxation practice group, ...
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A Primer on Key Estate Planning Issues for High Net Worth Individuals | Meltzer Lippe

By Avi Z. Kestenbaum The first and most important fact surrounding estate planning for high net worth individuals is that individuals are living longer due ...
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Trusts & Estates Magazine: Document Retention for the Modern Trusts and Estates Practitioner

By David A. Bamdad and Christopher J. Clarke
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NYSBA Trusts and Estates Law Section Journal: Common Law Decanting Is Alive and Well

By David A. Bamdad For 25 years after the enactment of Estates, Powers & Trusts Law 10-6.6 (EPTL), commonly referred to as New York’s decanting ...
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Trusts & Estates Magazine: Safe and Secure

Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, discusses some constants in an unstable world.
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Trusts & Estates Magazine: A Tale of Two Generations – How a Millennial and a Gen Xer view their law practice.

New estate-planning attorneys may see the practice differently from those who’ve been out a while. Here are the perspectives of one recently admitted attorney (Joy ...
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Trusts & Estates Magazine: Beware of Hidden Dangers When Taking On New Clients

In an article published in Trusts & Estates, Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trusts & Estates Department, advises practitioners to watch for certain ...
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Trusts & Estates Magazine: Educating Clients Before It’s Too Late

Avi Z. Kestenbaum shares his thoughts on accomplishing a complex mission.
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Trusts & Estates Magazine: “Non-Charitable Purpose Trusts: Past, Present, and Future,” 51 Real Prop. & Est. L.J. 321 (2016)

This interesting article is a good read for all trusts and estates would-be scholars, from law students to practicing attorneys, as it hits the heart of what’s a ...
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Digital Article: Too Busy To Die

“Separation is very important,” Kestenbaum said. “Don’t tie these people together. Utilize neutral persons in roles if there is a concern with disputes. If there ...
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