Trusts & Estates Articles

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

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, ...

July 9, 2019

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 ...

June 14, 2019

Trusts & Estates Magazine: Document Retention for the Modern Trusts and Estates Practitioner

By David A. Bamdad and Christopher J. Clarke

April 23, 2019

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 ...

April 17, 2019

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.

January 3, 2019

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 ...

December 1, 2018