Articles Articles

Offshore Voluntary Disclosure Program (OVDP) – New Streamline Compliance and Transitional Procedures. Published in Issue 3 of Volume 6 in the Journal of the CPA Practitioner during September of 2014.

January 11, 2016

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 ...

December 30, 2015

New York Real Estate Journal: To ADR or not to ADR – That is the question; Determining if ADR is the right choice

By Loretta M. Gastwirth To ADR or not to ADR? The answer is it depends. While that answer may drive clients crazy, there are circumstances corporate ...

November 18, 2015

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 ...

October 13, 2015

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 ...

August 3, 2015

Dividing a Real Estate Empire: The Mixing Bowl Alternative

Dividing a Real Estate Empire: The Mixing Bowl Alternative There may come a time when partners owning real estate in many commonly owned partnerships or ...

May 11, 2015

Madoff Victims Who Paid Taxes on Scheme Seek Refunds

By Stephen M. Breitstone and José L. Berra Ponzi scheme has paid it now seems never existed. (1) The question now is whether these victims can get ...

April 15, 2015

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, ...

April 14, 2015

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 ...

April 10, 2015

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 ...

February 20, 2015