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