Private Wealth & Taxation Articles

Aligning Interests in the Sale of a Business: Financial and Income Tax Traps Estate Planners Need to Know

Stephen M. Breitstone, Chair of Meltzer Lippe’s Private Wealth and Taxation group Jerome M. Hesch discuss the financial and income tax traps estate planners need …

March 23, 2021

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