Trusts & Estates Articles

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

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 ...

February 3, 2018

Trusts & Estates Magazine: Educating Clients Before It’s Too Late

By Avi Z. Kestenbaum It seems to me that this publication, as well as others, has recently started to place more emphasis on the “softer ...

January 4, 2018

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 ...

May 26, 2017

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 ...

May 22, 2017

Trust Beneficiaries Eliminated Under a Decanting Done Pursuant to the Trust Instrument

In Matter of Hoppenstein, NYLJ 1202783016744 [Sur Ct, NY County 2017], the New York County Surrogate’s Court found the distribution of a life insurance policy ...

May 8, 2017