Trusts & Estates Articles

Wall Street Journal Podcast: How to Speak to Your Parents About Their Estate Planning

Watching Your Wealth: Meltzer Lippe’s Avi Kestenbaum joins Veronica Dagher with tips on how to talk to your parents about their estate plan. Click below ...
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Why the Buffet-Gates Giving Pledge Requires Limitation of the Estate Tax Charitable Deduction

In an article published in Trusts & Estates, Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, reviews “Why the Buffet-Gates Giving ...
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New Inheritance Rights for Children Conceived After Death

Laws are often unable to keep up with issues that arise from devloping bio-technology. This is especailly true for the advances in assisted reproductive technologies ...
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Memento Mori: Death and Wills

While the process of estate planning should, by its very nature, include the contemplation of our mortality and personal legacy, it often doesn’t. In fact, ...
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Trusts & Estates Magazine: Practicing in the Age of Instant Gratification

Living and working in today’s age of instant gratification impacts us all in our personal lives and our professional worlds. Many of our clients expect ...
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Trusts & Estates Magazine: Navigating the Discussion of Business Succession Planning

How to better address this sensitive issue with our clients. With business succession planning, there are many components and moving pieces involved, as well as tremendous obstacles. The most successful ...
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Steve Leimberg’s Business Entities Newsletter: Avi Z. Kestenbaum & the Family Business Succession Planning Crisis: A Call to Action

The statistics are shocking and sobering. Very few family businesses successfully transition to the next generations. Estate planners may be unaware of the true reasons ...
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Revisiting John Ward’s Perpetuating the Family Business

John Ward's Perpetuating the Family Business is not about saving taxes, rather it is about saving the family and its business. The book, ...

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Faulty IRA Beneficiary Designations Explode Estate Plans

In our practice and in the real world, it is usually easier to purchase real estate than to sell real estate. This often ...

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Portability – A Dramatic Estate Tax Change

Recently enacted “portability” provisions authorize estate of decedents dying in 2011 or later to elect to transfer their unused $5 million exemption from federal estate ...
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