Private Wealth & Taxation Articles
New York Law Journal: A Reminder That Partnership Tax Status Requires Business Purpose and Profit Sharing
By Jeffrey A. Galant Likely, either the partnership or limited liability company is the most flexible of entities now available for business-or investment-related ventures. Whether …
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 …
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 …
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 …
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 …
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