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# MeltzerLippe

## Sitemaps
[XML Sitemap](https://meltzerlippe.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [New York City Enacts New Wage Standards for Security Guards](https://meltzerlippe.com/new-york-city-enacts-new-wage-standards-for-security-guards/): On January 29, 2026, New York City enacted the Aland Etienne Safety and Security Act (“Act”) which requires covered employers to match the security guard wages and benefits to the wages and benefits required on New York City contracts exceeding $1,500.

## Pages
- [Articles / News / Podcasts](https://meltzerlippe.com/articles-news-podcasts/)
- [Internships](https://meltzerlippe.com/internships/): At Meltzer, Lippe, Goldstein & Breitstone, LLP our Summer Associate Program is more than a learning experience—it’s a launching pad. Designed for top-performing law students, the program offers a true glimpse into life at a full-service law firm where collaboration, client focus, and professional development go hand in hand.
- [Diversity & Inclusion](https://meltzerlippe.com/diversity-inclusion/): At Meltzer Lippe, we believe that diversity makes us stronger, equity makes us better, and inclusion brings it all together. These aren’t just ideals—they’re values we put into practice every day.
- [Culture](https://meltzerlippe.com/culture/): At Meltzer Lippe, we’ve built more than just a law firm—we’ve built a place where people want to come to work and clients want to come for trusted guidance.
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- [History](https://meltzerlippe.com/history/): Since 1970, Meltzer, Lippe, Goldstein & Breitstone, LLP has delivered big-city legal expertise with the personal attention of a Long Island firm. Built by top legal talent—many with experience at premier New York City firms—we combine strategic business insight with legal precision to help clients achieve their goals.
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## Alerts
- [Amended New York City Earned Safe and Sick Time Act (ESSTA) and Wage Statements](https://meltzerlippe.com/alerts/amended-new-york-city-earned-safe-and-sick-time-act-essta-and-wage-statements/): Effective February 22, 2026 New York City amended its Earned Safe and Sick Time Act (“ESSTA”) to provide that employees working in New York City must now receive 32 hours of unpaid leave at time of hire and annually. This 32 hours of unpaid annual leave is in addition to New York City and New York State’s existing requirements for employers to provide (i) all employees with one hour paid leave earned for every 30 hours worked (capped at either 40 or 56 hours each calendar year depending on the number of employees working for the employer and (ii) pregnant employees with 20 hours of paid prenatal care leave. Moreover, additional reasons for taking paid (and unpaid) safe/sick leave were added by these ESSTA Amendments.
- [New York Appellate Court: General Contractors Cannot Reimburse Themselves from Trust Funds Before Paying Subcontractors and Suppliers](https://meltzerlippe.com/alerts/new-york-appellate-court-general-contractors-cannot-reimburse-themselves-from-trust-funds-before-paying-subcontractors-and-suppliers/): WARNING: General contractors that reimburse themselves for advances before subcontractors and suppliers get paid puts you at risk for claims of trust diversion.
- [New York City Earned Safe and Sick Time Act Amendments](https://meltzerlippe.com/alerts/new-york-city-earned-safe-and-sick-time-act-amendments/): Updated Notice of Rights and Policies
- [Last-Minute Judicial Stay: Haitian TPS Termination Paused – What Employers Need To Know](https://meltzerlippe.com/alerts/last-minute-judicial-stay-haitian-tps-termination-paused-what-employers-need-to-know/): Of all federal laws impacted by President Trump’s Administration, few would argue that Immigration Law (actually Immigration regulations and court cases) has changed the most. In this regard, the United States Department of Homeland Security (“DHS”) has eliminated Temporary Protective Status (“TPS”) affecting hundreds of thousands of workers from various countries such as Venezuela. Likewise, Haitians granted TPS status have been on a roller coaster for the past twelve months regarding their ability to continue to work in the United States. Specifically, on June 27, 2025, DHS announced Haitian TPS would (prematurely) end effective September 2, 2025 saying conditions in Haiti had improved enough for such Haitians to return safely. This date was extended by U.S. District Judge Brian M. Cogan to February 3, 2026 (i.e., Judge Coogan stated DHS must honor the full 18-month extension that was previously announced by the DHS under the Biden Administration).  Literally, one day before this deadline, on February 2, 2026, Judge Ana C. Reyes of the United States District Court for the District of Columbia issued an 83 page Memorandum Opinion pausing DHS’ termination of TPS status for Haitians pending judicial review. In doing so, Judge Reyes indefinitely postponed the termination of the protected status for thousands of Haitians living and working in the United States. DHS will most likely challenge Judge Reyes’ decision in the appellate courts (e.g., the United States Court of Appeals for the District of Columbia) which have been more favorable to DHS’ prior decisions.  Accordingly, until an appellate decision is issued, employers should indefinitely postpone the termination of any TPS Haitian employee whose employment authorization was scheduled to end on February 3, 2026.
- [NEW YORK RETAIL WORKER SAFETY ACT IMPOSES NEW REQUIREMENTS ON RETAIL EMPLOYERS](https://meltzerlippe.com/alerts/new-york-retail-worker-safety-act-imposes-new-requirements-on-retail-employers/): Effective June 2, 2025, employers who operate retail businesses in New York State must comply with the New York Retail Worker Safety Act (the “Act”).The Act requires workplace violence prevention training and the adoption of a workplace violence prevention policy, as well the implementation of panic- buttons for certain employers.
- [State Legislature Passes Bill Requiring Contractors and Subcontractors to Register with the New York State Department of Labor](https://meltzerlippe.com/alerts/state-legislature-passes-bill-requiring-contractors-and-subcontractors-to-register-with-the-new-york-state-department-of-labor/): Effective December 30, 2024, contractors and subcontractors in New York City who are submitting bids or performing construction work on public projects and certain private projects must provide a copy of their Certificate of Registration from the New York State Department of Labor (DOL). Aimed at ensuring contractors and subcontractors are complying with all labor laws, including prevailing wage requirements, Section 220-i of the New York Labor Law (the “Labor Law”) requires contractors and subcontractors to submit application materials to the DOL’s Contractor Registry Portal, located on the department’s website, along with a $200 non-refundable application fee. If the Commissioner determines a contractor or subcontractor to be fit it will issue a Certificate of Registration which is valid for two calendar years from the date of registration.
- [Corporate Transparency Act-Filings have been Preliminary Enjoined](https://meltzerlippe.com/alerts/corporate-transparency-act-filings-have-been-preliminary-enjoined/): On December 3, 2024, the United States District Court for the Eastern District of Texas (the “District Court”) granted a preliminary injunction enjoining the filing of Beneficial Ownership Information Reports for all reporting companies. The full decision can be found here.
- [New York City Council Introduces Bill That Could Upend the Hotel and Third-Party Staffing Industries in New York City](https://meltzerlippe.com/alerts/new-york-city-council-introduces-bill-that-could-upend-the-hotel-and-third-party-staffing-industries-in-new-york-city/): On July 18, 2024, the New York City Council (“City Council”) introduced a bill requiring hotels to obtain additional licenses to operate in New York City (“Bill”). To the extent the Bill passes, hotel operators would have to meet certain requirements in order to get a license from the City Department of Consumer and Worker Protection. Pursuant to the Bill:
- [OSHA Drastically Expands Its “Walkaround Rule,” Which Now Allows Unions and Other Third-Parties to Join Onsite Inspections](https://meltzerlippe.com/alerts/osha-drastically-expands-its-walkaround-rule-which-now-allows-unions-and-other-third-parties-to-join-onsite-inspections/): On April 1, 2024, the Occupational Safety and Health Administration (“OSHA”) published its final Worker Walkaround Representative Designation Process Rule (the “Walkaround Rule”) in the Federal Register. This new Walkaround Rule detailed below took effect May 31, 2024. To provide context, OSHA allows representatives of both an employer and employee(s) to accompany the OSHA inspector during a physical inspection (“Walkaround”) of an employer’s jobsite. The current (soon to be old) version of the Walkaround Rule explicitly limited an employee representative to current employees only.
- [New National Labor Relations Board Joint Employer Rule Overturned by Texas District Court](https://meltzerlippe.com/alerts/new-national-labor-relations-board-joint-employer-rule-overturned-by-texas-district-court/): On March 8, 2024, Texas District Court Judge J. Campbell Barker ruled the National Labor Relations Board’s (“Board”) new Joint Employer Rule was unlawful for the following reasons: (i) it is inconsistent with common law; (ii) it is arbitrary and capricious for ignoring serious practical problems; and (iii) it fails to articulate a comprehensible standard with meaningful guidance to the regulated parties. In sum, this decision applies nationwide and confirms the 2020 version of the joint employment standards remains in effect. Under the Board’s new rule, employers faced a new risk they would be deemed a joint employer.
- [New York State Creates New Obligations for Sellers of Residential Real Property Under the Amended Property Condition Disclosure Act](https://meltzerlippe.com/alerts/new-york-state-creates-new-obligations-for-sellers-of-residential-real-property-under-the-amended-property-condition-disclosure-act/): Effective March 20, 2024, the amended New York Real Property Law Chapter 50, Article 14 (the “Property Condition Disclosure Act”) will compel all sellers of residential property to complete and deliver a Property Condition Disclosure Statement (“PCDS”) to a buyer prior to signing a contract of sale. This statute does not apply to sellers of non-residential real property or sellers engaged in one of 14 exempt transactions.
- [The U.S. Department of Labor Finalized Changes to the Independent Contractor Classification for 2024](https://meltzerlippe.com/alerts/the-us-department-of-labor-finalized-changes-to-the-independent-contractor-classification-for-2024/): On January 10, 2024, the United States Department of Labor (“DOL”) published a final rule providing guidance on how to determine whether a particular individual is an employee or independent contractor under the Fair Labor Standards Act (“FLSA”). As such, employers should act quickly to ensure their pay practices reflect these changes, which will become effective on March 11, 2024. Whether a worker is an employee or independent contractor is a matter of “economic reality,” analyzed under the totality of the circumstances, based on the following six factors:
- [Corporate Transparency Act Now in Effect: Reporting Requirements, Deadlines and Penalties](https://meltzerlippe.com/alerts/corporate-transparency-act-now-in-effect-reporting-requirements-deadlines-and-penalties/): The beneficial ownership information report (“BOI Report”) required under the Corporate Transparency Act (the “CTA”) is now in effect. The CTA requires that all entities, subject to certain exemptions, file a confidential non-public BOI Report with the Financial Crimes Enforcement Network (“FinCEN”) either (i) within 90 days of formation for entities formed on or after January 1, 2024 or (ii) no later than December 31, 2024 for non-exempt entities formed prior to January 1, 2024.
- [State Legislature Passes Bill To Limit the Amount of Retainage That Can Be Withheld on Private Projects](https://meltzerlippe.com/alerts/state-legislature-passes-bill-to-limit-the-amount-of-retainage-that-can-be-withheld-on-private-projects/): On November 17, 2023, Governor Kathy Hochul signed Senate Bill S.3539/A.4167, which has since been referred to as the “5% Retainage Bill” (the “Bill”). Aimed at reducing the amount of retainage that can be withheld on private construction projects, the Bill amends the General Business Law to provide that no more than 5% of the contract sum can be withheld as retainage from a contractor or subcontractor on a construction project.
- [NYC Enacts a Law Requiring Employers to Provide a Workers’ Bill of Rights to All Employees Without Regard to Their Immigration Status](https://meltzerlippe.com/alerts/nyc-enacts-a-law-requiring-employers-to-provide-a-workers-bill-of-rights-to-all-employees-without-regard-to-their-immigration-status/): New York City recently enacted a law (N.Y.C. Admin. Code §§ 32-101 and 32-102) that requires the Commissioner of the City’s Department of Consumer and Worker Production (“DCWP”), in coordination with the Mayor’s Office of Immigrant Affairs (“MOIA”), the New York City Commission on Human Rights (“NYCCHR”), and various community and labor organizations selected by the Commissioner, to publish a “Workers’ Bill of Rights” on the City’s website, by March 1, 2024.
- [New York State Department of Labor Finalized Changes to the Tip Credit & Exempt Employee Salary Thresholds for 2024](https://meltzerlippe.com/alerts/new-york-state-department-of-labor-finalized-changes-to-the-tip-credit-exempt-employee-salary-thresholds-for-2024/): On December 27, 2023, the New York State Department of Labor finalized new rates for the tip credit and exempt employee salary thresholds as well as rates for meal credits and uniform maintenance pay. As such, employers should act quickly to ensure their pay practices reflect these changes, which will become effective on January 1, 2024. The new “tip credit” rates are outlined below: 
- [Complying With The Corporate Transparency Act & New York Limited Liability Company Transparency Act](https://meltzerlippe.com/alerts/complying-with-the-corporate-transparency-act-new-york-limited-liability-company-transparency-act/): Effective January 1, 2024, the newly enacted Corporate Transparency Act (the “CTA”) will require most legal entities incorporated, organized, or registered to do business in a U.S. state to file beneficial ownership information reports (“BOI Reports”) disclosing certain information relating to its owners, officers, and controlling persons with the Financial Crimes Enforcement Network (FinCEN), who will maintain a private secured list of all such disclosed information.
- [Upcoming Minimum Wage Increases for 2024](https://meltzerlippe.com/alerts/upcoming-minimum-wage-increases-for-2024/): The New Year is approaching and with it comes minimum wage increases that affect all employers. First, effective January 1, 2024, New York State’s minimum wage will increase to $16 per hour for New York City and Nassau, Suffolk, and Westchester Counties. New York State minimum wage will also increase to $15 per hour for the rest of the State. Please be advised that the New York State budget legislation provides further fifty cent increases per year effective January 1, 2025 and January 1, 2026. The State Department of Labor also issued proposed regulations to amend existing “wage orders” which would change the “tip credit” for the hospitality industry effective January 1, 2024 as follows:
- [EEOC’s Proposed Regulations to Implement the Pregnant Workers Fairness Act](https://meltzerlippe.com/alerts/eeocs-proposed-regulations-to-implement-the-pregnant-workers-fairness-act/): Effective June 27, 2023, all covered employers were required to comply with the Pregnant Workers Fairness Act (“PWFA”), a federal law administered and enforced by the Equal Employment Opportunity Commission (“EEOC”), which requires covered employers to provide “reasonable accommodations” to workers’ known limitations related to pregnancy, childbirth, or related medical conditions, absent an “undue hardship.” On August 11, 2023, the EEOC published proposed Regulations to assist covered employers in their implementation of the PWFA. The EEOC has identified the following four pregnancy accommodations that should be granted in almost every circumstance: (1) allowing employees to carry and drink water as needed; (2) additional restroom breaks; (3) standing and sitting options; and (4) additional breaks to eat and drink.
- [EEOC Publishes Proposed Guidance on Workplace Harassment](https://meltzerlippe.com/alerts/eeoc-publishes-proposed-guidance-on-workplace-harassment/): On October 2, 2023, the Equal Employment Opportunity Commission (“EEOC”) published a proposed “Enforcement Guidance on Harassment in the Workplace” (“Guidance”) for public comment. If finalized, this will mark the first time since 1999 that the EEOC has updated its guidance on workplace harassment. The Guidance explains how to evaluate whether alleged harassment violates federal Equal Employment Opportunity (“EEO”) law and focuses on the following three components:
- [United States Department of Labor Prevailing Wage Calculation Change](https://meltzerlippe.com/alerts/united-states-department-of-labor-prevailing-wage-calculation-change/): On August 8, 2023, the United States Department of Labor (“USDOL”) finalized a rule which will significantly change the way prevailing wages paid to workers on federally funded construction projects are calculated pursuant to the Davis-Bacon Act (the “Act”).  The new rule, which overhauls a practice which has been in place for more than forty years, lowers the threshold for calculating whether wage and benefit rates are sufficiently widespread to be deemed the “prevailing wage,” from more than fifty percent to thirty percent. Therefore, with the implementation of the new rule, the prevailing wage rates applicable to the federally-funded construction projects will most likely increase.
- [New York Court of Appeals to Re-Visit Reach of the NYS and NYC Human Rights Law](https://meltzerlippe.com/alerts/new-york-court-of-appeals-to-re-visit-reach-of-the-nys-and-nyc/): There is no question the New York State Human Rights Law (NYSHRL) and New York City Human Rights Law (NYCHRL) cover those who work and live in New York State (the “State”) and New York City (the “City”), respectively.  Indeed, the language of the NYCHRL specifically affords its protections to New York City “inhabitants” and “persons in the City of New York,” N.Y.C. Admin. Code §§ 8-101, 8-104(1), and the NYSHRL protects “inhabitants” and persons “within” the State of New York, N.Y. Exec. Law §§ 290(2), (3). 
- [New York City Sets Minimum Pay-Rate for App Food Delivery Workers](https://meltzerlippe.com/alerts/new-york-city-sets-minimum-pay-rate-for-app-food-delivery-workers/): On June 12, 2023, the New York City Department of Consumer and Worker Protection issued a Final Rule (“Rule”) establishing a minimum pay rate for app-based food delivery workers (“Delivery Workers”).  
- [A Recap of Recently Enacted Laws and What Employers Need to Know as 2023 Continues](https://meltzerlippe.com/alerts/a-recap-of-recently-enacted-laws-and-what-employers-need-to-know-as-2023-continues/): With the first quarter of the New Year “in the books,” here is a quick recap of some important employment law updates enacted in late 2022 and Q1 of 2023, as well as a look ahead to what’s to come later this year. Large or small businesses would benefit from engaging with experienced employment law attorneys to conduct an internal audit of their current policies to ensure they comply with the following:
- [IRS Issues Guidance on Basis for Assets in a Grantor Trust](https://meltzerlippe.com/alerts/irs-issues-guidance-on-basis-for-assets-in-a-grantor-trust/): On March 29, 2023, the Internal Revenue Service (“IRS”) issued Revenue Ruling 2023-2 (the “Revenue Ruling”), which impacts important estate planning techniques involving lifetime trusts. The Revenue Ruling holds that upon the death of the grantor of a so-called “grantor trust,” there is no basis step up for assets that were gifted to the trust during the grantor’s life when the trust is outside of the grantor’s taxable estate. Although some tax practitioners had taken an aggressive approach and advocated that such assets would be entitled to a basis step up, the Revenue Ruling has confirmed what has been Meltzer Lippe’s understanding of the law all along—that unencumbered assets gifted to a trust that is outside of the grantor’s taxable estate do not receive a basis step up at death even if the trust is a grantor trust. 
- [Posting of OSHA Form 300 Due by February 1, 2023](https://meltzerlippe.com/alerts/posting-of-osha-form-300-due-by-february-1-2023/): The vast majority of employers with more than 10 total employees must complete the Occupational Safety and Health Act (“OSHA”) injury and illness recordkeeping forms (Form 300, 300A, and 301) on an ongoing basis. Further, and more urgently, employers required to keep these forms must also post the OSHA injury summary form (Form 300A) in a conspicuous location such as an employee breakroom by or before February 1, 2023.
- [New York City Employers are Required to Provide a Salary Range in Job Postings and Ads – Effective November 1, 2022](https://meltzerlippe.com/alerts/new-york-city-employers-are-required-to-provide-a-salary-range-in-job-postings-and-ads-effective-november-1-2022/): Starting November 1, 2022, New York City employers will be required to include a “good faith” salary range for every job, promotion, and transfer opportunity advertised. This law not only impacts employers physically located in New York City, but also out-of-state employers who advertise a remote position that can be performed within New York City. Failure to comply with this requirement may result in civil monetary penalties up to $250,000.
- [United States Department of Labor Unveils Revised Independent Contractor Rules](https://meltzerlippe.com/alerts/united-states-department-of-labor-unveils-revised-independent-contractor-rules/): On October 11, 2022, the United States Department of Labor announced a proposed rule that, if enacted, would change the requirements for whether a worker is an independent contractor or an employee under the Fair Labor Standards Act (“FLSA”). The proposed rule was released in the Federal Register on October 13, 2022, and will be open for public commentary until November 28, 2022. The proposed rule would revise FLSA classification standards that will limit the circumstances under which a worker would be classified as an independent contractor.
- [New York State Launches Sexual Harassment Hotline](https://meltzerlippe.com/alerts/new-york-state-launches-sexual-harassment-hotline/): In March 2022, Governor Hochul signed an amendment to the New York State Human Rights Law which requires the New York State Division of Human Rights (“NYSDHR”) to launch a statewide hotline for issues related to workplace sexual harassment.
- [NYC Guidance Regarding COVID-19 Vaccination Mandate](https://meltzerlippe.com/alerts/nyc-guidance-regarding-covid-19-vaccination-mandate/): On December 15, 2021, New York City (“NYC”) issued guidance regarding Mayor Bill de Blasio’s COVID-19 vaccine mandate for private-sector employees. Below is a summary of the guidelines:
- [New York State Vaccination or Mask Mandate for Indoor Public Places](https://meltzerlippe.com/alerts/new-york-state-vaccination-or-mask-mandate-for-indoor-public-places/): On December 10, 2021, Governor Kathy Hochul announced masks will be required to be worn in all indoor public places in New York State unless businesses and venues implement a vaccine requirement.
- [NYC Mandates COVID-19 Vaccinations for Private Sector Employees](https://meltzerlippe.com/alerts/nyc-mandates-covid-19-vaccinations-for-private-sector-employees/): On December 6, 2021, Mayor Bill de Blasio announced that New York City (the “City”) will become the first major city in the United States to mandate COVID-19 vaccinations for private sector workers across all industries.
- [OSHA Issues COVID-19 Vaccination and Testing Emergency Temporary Standard](https://meltzerlippe.com/alerts/osha-issues-covid-19-vaccination-and-testing-emergency-temporary-standard/): The Occupational Safety and Health Administration (“OSHA”) issued an Emergency Temporary Standard (“ETS”) on November 4, 2021 requiring covered employers to implement COVID-19 mandatory vaccination and testing policies in the workplace. Importantly, on November 6, 2021, the United States Court of Appeals for the Fifth Circuit enjoined the ETS nationwide pending expedited judicial review, finding “grave statutory and constitutional issues”, which was affirmed on November 12, 2021. Notably, the Court opined that the ETS poses a threat to “the liberty interests of reluctant individual recipients” who are burdened to choose between their jobs and vaccination or testing.  OSHA is not permitted to take further steps to implement or enforce the ETS until a further Court order. Notwithstanding, we outline below the key takeaways of the ETS which we provide in anticipation of Supreme Court review and potential endorsement of the ETS.
- [NYC Lead Paint Law Deadline Reminder: August 9, 2021 – XRF for Units with Children Under Six](https://meltzerlippe.com/alerts/nyc-lead-paint-law-deadline-reminder-august-9-2021-xrf-for-units-with-children-under-six/): Reminder that owners of rental units with children under six who have resided in those units since August 9, 2020, must complete XRF inspections of those units by August 9, 2021.
- [Post COVID-19 Return to Work: An Employer’s Top Six](https://meltzerlippe.com/alerts/post-covid-19-return-to-work-an-employers-top-six/): Although we are certainly not “out of the woods” and continue to experience the utter devastation caused by the pandemic, employers are beginning to consider whether mandating their employees to return to the office will address the economic hardships that continue to impact their businesses. Employers must assess whether their return to work policies comply with both federal and state law. Employers must also determine whether their plan accounts for the concerns of their workforce and community. While it is still too early to determine when employees will return to the office, it is very likely when they do, their workplace will look, feel and operate in a different manner than it did pre-pandemic.
- [New York Passes Paid COVID-19 Vaccine Leave Law](https://meltzerlippe.com/alerts/new-york-passes-paid-covid-19-vaccine-leave-law/): On March 12, 2021, Governor Cuomo signed legislation which amends the New York Labor Law (“NYLL”) to grant employees paid leave time for COVID-19 vaccination.
- [Recent Amendments to New York State’s Wage Parity Act](https://meltzerlippe.com/alerts/recent-amendments-to-new-york-states-wage-parity-act/): As of October 1, 2020, new amendments to New York State’s Wage Parity Act (Section 3614-c of the New York Public Health Law) went into effect. These amendments, discussed in detail below, make substantial revisions to the requirements of the Wage Parity Act (the “WPA”), and should be enacted immediately.
- [REMINDER: Sexual Harassment Prevention Training Must Be Completed on a Yearly Basis](https://meltzerlippe.com/alerts/reminder-sexual-harassment-prevention-training-must-be-completed-on-a-yearly-basis/): In 2018, the State of New York enacted legislation prohibiting sexual harassment in the workplace. Pursuant to New York State law, all employers must provide employees with training regarding the prevention of sexual harassment in the workplace. The original deadline to complete the training was October 9, 2019 and it must be completed on a yearly basis thereafter.
- [New York State Sick Leave Law Takes Effect September 30, 2020](https://meltzerlippe.com/alerts/new-york-state-sick-leave-law-takes-effect-september-30-2020/): Effective September 30, 2020 all employers will now be required to provide sick leave to all New York employees.  However, whether the leave entitlement is paid or unpaid is determined by employer size and net income.  While the law takes effect on September 30th, employees may not begin using any accrued sick leave until January 1, 2021. As further discussed below, employers should assess their current sick leave policies to ensure compliance with the new law.
Meltzer Lippe will continue to monitor and report on all developments regarding the new law. Until then, please do not hesitate to call your Meltzer Lippe contact with any further questions.
- [New York City's Newest Lead Paint Rules: What You Need to Know](https://meltzerlippe.com/alerts/new-york-citys-newest-lead-paint-rules-what-you-need-to-know/): The past 15 months has seen significant updates to New York City’s lead rules. Local laws 64-73, passed on April 14, 2019 and Local laws 27-31 passed on February 11, 2020 provide various updates to Local Law 1 of 2004, governing lead paint in NYC multi-family housing and daycare facilities, lead in water, lead in soils and home improvement contractor licensing.
- [COVID-19: The COVID-19 Pandemic Newsletter – Volume 2](https://meltzerlippe.com/alerts/covid-19-the-covid-19-pandemic-newsletter-volume-2/)
- [COVID-19: The COVID-19 Pandemic Newsletter – Volume 1](https://meltzerlippe.com/alerts/the-covid-19-pandemic-newsletter-volume-1/)
- [COVID-19: Returning Employees to the Workplace](https://meltzerlippe.com/alerts/covid-19-returning-employees-to-the-workplace/): As restrictions on businesses are being lifted, employers are now considering how to reopen. Employers must consider how they are going to prepare their workplace for reopening and how they are going to ensure the safety of its workforce. The ongoing pandemic has presented a unique set of challenges from a reopening perspective. Developments in this area are fluid and guidance continues to rapidly change. This guidance will be supplemented, to the extent necessary, to ensure that best practices are being used when reopening your business.
- [COVID-19: Essential Business Update – Face Coverings Now Required for All Essential Employees](https://meltzerlippe.com/alerts/covid-19-essential-business-update-face-coverings-now-required-for-all-essential-employees/): All New York employers remain subject to Governor Cuomo’s Executive Orders 202.6 and 202.8 (“PAUSE Orders”) which require the closure of all non-essential businesses through April 29, 2020.  However, the PAUSE Orders permit “essential businesses” to remain in operation allowing employees to report to worksites. These businesses include health care, essential manufacturing, essential retail, law enforcement, and certain construction services, among others.
To ensure continued employee safety, on Monday April 13thGovernor Cuomo issued Executive Order 202.16 which now requires all essential business employers to provide “face coverings” at their own expense to all employees reporting to work. The Order provides:
For all essential businesses or entities, any employees who are present in the workplace shall be provided and shall wear face coverings when in direct contact with customers or members of the public. Businesses must provide, at their expense, such face coverings for their employees.
This requirement is effective beginning on: Wednesday, April 15 at 8 p.m.
- [Covid-19: Paycheck Protection Program](https://meltzerlippe.com/alerts/covid-19-paycheck-protection-program/): The United States Small Business Administration just released guidance on how to apply for a loan under the Paycheck Protection Program (the “PPP”). Attached to this email please find (i) an overview of the PPP, (ii) a fact sheet for Borrowers and (iii) the PPP application.
Of particular note is that (i) the first day to apply for a loan under the PPP from an existing SBA Lender is Friday, April 3, 2020 for small businesses and April 10, 2020 for independent contractors and self-employed and (ii) the interest rate is 0.5% per annum.
- [Covid-19: New York State Essential Businesses – Update](https://meltzerlippe.com/alerts/covid-19-new-york-state-essential-businesses-update/): Governor Cuomo's Executive Orders 202.6 and 202.8 mandated that all non-essential business reduce the in-person workforce at all locations by 100%.
On March 27, 2020, the Empire State Development Corporation issued additional guidance as to the continuation of construction work under those Orders.
- [Covid-19: Provisions of the CARES Act that Primarily Impact US Federal Income Tax Consequences of Taxpayers](https://meltzerlippe.com/alerts/covid-19-provisions-of-the-care-act-that-primarily-impact-us-federal-income-tax-consequences-of-taxpayers/): This is one in a series of Client Alerts prepared by the lawyers at Meltzer Lippe that address various aspects of The Coronavirus  Aid, Relief, and Economic Security Act (the "Act"), the stimulus act meant to address the effect of the COVID-19 pandemic. This client alert focuses on provisions of the Act that primarily impact US federal income tax consequences of taxpayers.
- [Covid-19: Provisions of the CARES Act Pertaining to Mortgages and Evictions](https://meltzerlippe.com/alerts/covid-19-provisions-of-the-cares-act-pertaining-to-mortgages-and-evictions/): The Coronavirus Aid, Relief and Economic Security Act ("the CARES Act") provides relief to owners of certain properties secured by federally backed mortgage loans by delaying required paymentsand protecting against mortggae foreclosures, and temporarily prohibits certain tenant evictions.
- [Covid-19: Provisions of the CARES Act Pertaining to Not-For-Profits](https://meltzerlippe.com/alerts/covid-19-provisions-of-the-cares-act-pertaining-to-not-for-profits/): Both the U.S. House and the U.S. Senate passed the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This bill is the third large-scale congressional effort in response to the COVID-19 outbreak. The legislation reflects a bipartisan agreement between the congressional leaders and the Trump Administration. President Trump is expected to sign the legislation into law within days.
- [Covid-19: Coronavirus Aid, Relief, and Economic Security Act](https://meltzerlippe.com/alerts/covid-19-coronavirus-aid-relief-and-economic-security-act/): This Client Alert describes two of the sections most relevant to our clients in the Coronavirus Aid, Relief, and Economic Security Act (the Bill) passed late Wednesday night by the Senate: the Paycheck Protection Program and the enhanced unemployment benefits available to employees and former employees. It should be noted that, while the Bill has been approved by the Senate, it has not yet been passed by the House or signed by the President, so there may be some changes. That being said, this was a bipartisan effort and there is no reason to expect that the below provisions of the Bill will change drastically.
- [Covid-19: SBA Disaster Relief](https://meltzerlippe.com/alerts/covid-19-sba-disaster-relief/): The U.S. Small Business Administration is Offering Disaster Relief Loans As a result of the COVID-19 pandemic, the U.S. Small Business Administration has been authorized to offer low-interest disaster working capital loans to small businesses and non-profit organizations in certain areas, including all of New York State. Eligibility for such loans is based on the financial impact to the business stemming from COVID-19.
Loans that qualify can be made for terms of up to 30 years and amounts up to $2 million. The interest rates are 3.75% for small businesses and 2.75% for nonprofit organizations. The loans may be used to pay fixed debts, payroll, accounts payable and other bills that cannot be paid because of the disaster’s impact. For additional information or for assistance in applying for this benefit, please reach out to your Meltzer Lippe contact person.
- [Comprehensive COVID-19 Update for Employers](https://meltzerlippe.com/alerts/comprehensive-covid-19-update-for-employers/): Laws imposing new employer obligations relating to COVID-19 and their impact onNew York employees are continually changing.
- [COVID-19 Guidance from Labor & Employment](https://meltzerlippe.com/alerts/covid-19-guidance-from-labor-employment/): To our Clients and Friends:
- [Client Alert: COVID-19 Protecting Your Investments](https://meltzerlippe.com/alerts/client-alert-covid-19-protecting-your-investments/): Brokerage Accounts:
- [Covid-19—Contracts and Force Majeure](https://meltzerlippe.com/alerts/covid-19-contracts-and-force-majeure/): Check your contracts now to determine the effect of the Covid-19 coronavirus pandemic on your obligations and those of your counterparties.
- [Coronavirus Alert](https://meltzerlippe.com/alerts/coronavirusalert/): While considerations may vary depending on an employer’s size and industry, the following guidelines are most likely to help protect workplaces from becoming vectors for the spread of COVID-19:
- [Increased Lead Paint Enforcement in NYC](https://meltzerlippe.com/alerts/increased-lead-paint-enforcement-in-nyc/): New York City has recently increased enforcement of NYC Local Law 1 against building owners and property managers who do not comply with New York City’s lead paint laws by issuing Record Production Orders (RPOs) and violations.  In addition, the New York State Attorney General filed an enforcement action against a property management company under NYC Local Law 1.  If you have buildings that are subject to NYC Local Law 1, we strongly recommend that you review your company’s compliance with this law.  Meltzer Lippe can assist in this review, responding to RPOs, assessing areas in need of correction to bring your company into future compliance with NYC Local Law 1 and, if necessary, guiding building owners and property managers in connection with government proceedings and/or related private litigation.
- [New York State Bans Inquiries Into Salary History](https://meltzerlippe.com/alerts/new-york-state-bans-inquiries-into-salary-history/): Effective January 6, 2020, all employers in New York State are prohibited from asking about or relying on the salary history of an applicant or current employee to determine whether to make a job offer and/or a person’s starting salary.  While the statute does not define “applicant,” this follows an earlier 2017 ban, which prohibited all New York State government agencies and departments from requesting a salary history from prospective public employees until after an offer of employment is extended.
- [Businesses Beware: How Scammers May Target Your Wire Transfer](https://meltzerlippe.com/alerts/businesses-beware-how-scammers-may-target-your-wire-transfer/): Before parting with company funds, make sure you are sending them to the right
place. Typically, a business wire transfer is straightforward. For example, your company
owes $100,000 to a supplier for goods purchased. The time comes for you to pay the
funds to the supplier, and as in past instances, you have the supplier’s bank
information – routing and account numbers – in hand. Then, just before the wire
transfer is to proceed, you get an email from someone supposedly in the suppl ier’s
accounts receivable department stating that the wire transfer instructions have
changed and requesting, for some bogus but credible reason, that you send the
funds to a different bank account. The fraudster has spoken! Based on your history with the supplier, you comply and initiate the wire transfer.
Days or weeks later, you get a request from the actual supplier as to when the
$100,000 payment will be sent. Confused, you reply that the wire transfer was sent
some time ago. A subsequent investigation will discover that both parties have fallen
victim to an all too prevalent scam nowadays, a business email compromise or “BEC”
scam. By then, the $100,000 is gone from your account and the bank may be unable
to reverse the wire transfer. BEC scams can severely damage your company and are occurring at an alarming
rate. In 2018, the FBI’s Internet Crime Complaint Center received over 20,000
complaints of BEC scams and other email account compromise scams, with adjusted
losses of more than $1.2 billion, according to the FBI’s 2018 Internet Crime Report
(source: https://pdf.ic3.gov/2018_IC3Report.pdf). While there is minimal case law to date addressing BEC scams, at least one federal
court, in Bile v. RREMC, LLC, 2016 WL 4487864 (E.D. Va., Aug. 24, 2016), held that
the party who failed to exercise ordinary care and could have prevented the loss
during the transaction should bear the losses from the scam. The facts of each
situation differ, of course, and require careful evaluation but sellers want to be paid
and buyers don’t want to pay twice for the same goods or services, because the first
payment went to a smart, polished fraudster’s bank account. Thankfully, there are ways to help prevent your company from falling victim to BEC scams. A
comprehensive company plan to protect against BEC scams may include, among other things:
Having appropriate technology and security practices in place to avoid email accounts f rom
being compromised and used as a vehicle to conduct a BEC scam.
- [Performing Public Work For Public Authorities Just Got More Precarious](https://meltzerlippe.com/alerts/performing-public-work-for-public-authorities-just-got-more-precarious/): The New York State Legislature recently passed a Statute exposing contractors who perform work for the MTA to debarment for even submitting a claim the MTA does not approve. If we made this up, you wouldn’t believe it.
- [Ensuring Your Company’s Digital Business Runs Smoothly](https://meltzerlippe.com/alerts/ensuring-your-companys-digital-business-runs-smoothly/): Does your company have a website, app, social media or use software or the cloud? If the answer is yes, please read on for important legal considerations you should be aware of. If your company has a website, app, social media or uses software or the cloud for its business, then it is important to have appropriate contracts in place in your digital business model in order to safeguard against legal risks, protect your company’s assets and proprietary information, provide support in case something goes wrong, and ensure compliance with applicable laws and regulations. There may be digital business aspects in connection with your company’s agreements with app developers, contracts with service providers and with terms and conditions between you and your customers and more.  It is important to ensure that each link in your company’s digital business model is strong. As your company’s technology evolves, so too should your company’s business agreements.
- [Sexual Harassment Prevention Legislation Update for NYC Employers](https://meltzerlippe.com/alerts/nyc-stop-sexual-harassment-alert/): Sexual Harassment Prevention Legislation Update for NYC Employers Further to our prior alerts regarding legislation prohibiting sexual harassment, employers in New York City should be aware that the required employee anti-harassment training provision set forth in the “New York City Stop Sexual Harassment Act” went into effect on April 1, 2019. This marks that last phase of implementation relative to New York State and City sexual harassment prevention legislation which began in April 2018.
- [Victory at the NLRB](https://meltzerlippe.com/alerts/victory-at-the-nlrb/): Meltzer Lippe obtained a significant trial victory at  Region 29 of the National Labor Relations Board (“NLRB”) on April 5, 2019 in a case instituted by Region 29 and the General Counsel against Meltzer Lippe’s client, New York Paving, Inc. (“NY Paving”), which is one of the largest paving contractors in the New York City Metropolitan Area. Region 29 and the General Counsel litigated this case on behalf of the Construction Council Local 175, Utility Workers Union of America, AFl-CIO (“Local 175”).
- [Proposed Overtime Exemption Rule](https://meltzerlippe.com/alerts/proposed-overtime-exemption-rule/): On March 7, 2019, the United States Department of Labor (“USDOL”) unveiled its new proposed overtime exemption rule (the “Proposed Rule”). The Proposed Rule increases the minimum salary threshold required for employees to qualify for the Fair Labor Standards Act’s (“FLSA”) “white collar” exemptions from $455 per week to $679 per week (or $35,308 annually). According to the USDOL, the rule will likely take effect in January of 2020.
- [Additional Guidance: Expanded Anti-Harassment Requirements for Employers in New York State and City](https://meltzerlippe.com/alerts/additional-guidance-expanded-anti-harassment-requirements-for-employers-in-new-york-state-and-city/): In furtherance of our prior alert regarding the recently-passed legislation prohibiting sexual harassment, New York State and City have recently published additional guidance and information for employers in advance of upcoming September and October compliance deadlines.
- [Expanded Anti-Harassment Requirements for Employers in New York State and City](https://meltzerlippe.com/alerts/expanded-anti-harassment-requirements-for-employers-new-york-state-and-city/): On the heels of the #MeToo movement and a number of recent high-profile cases involving allegations of sexual harassment at work, the New York State and New York City legislatures have passed a number of new legislative provisions designed to expand protections for victims of sexual harassment and improve anti-harassment policies and training practices among employers. Changes include: (1) mandatory training and policy requirements; (2) increased restrictions on terms used by employers in settlement agreements with complainants; and (3) expanded protections against sexual harassment in the workplace. Some of these changes have already taken effect, while others are scheduled to take effect in the coming year.
- [Tax Bulletin 3: The Tax Cuts and Jobs Act Impact on Executive Compensation and Employee Benefits](https://meltzerlippe.com/alerts/tax-bulletin-3-the-tax-cuts-and-jobs-act-impact-on-executive-compensation-and-employee-benefits/): The Tax Cuts and Jobs Act of 2017 (the “TCJA”) became law on December 22, 2017. This bulletin provides a summary and analysis of the key employee benefits and executive compensation provisions of the TCJA and the potential impacts for employees and businesses.
- [Tax Bulletin 2: Impact of H.R.1, the Tax Cuts and Jobs Act, on Real Estate Investments and Private Equity Funds](https://meltzerlippe.com/alerts/tax-bulletin-2-impact-of-h-r-1-the-tax-cuts-and-jobs-act-on-the-real-estate-investments-and-private-equity-funds/): The Tax Cuts and Jobs Act (the “Act”) materially alters the federal income tax landscape for operating domestic real estate businesses and will require a rethinking and restructuring of these businesses.
- [New York State Paid Family Leave Law – January 1, 2018](https://meltzerlippe.com/alerts/new-york-state-paid-family-leave-law/): The New York State Paid Family Leave Law (“PFL”) goes into effect January 1, 2018. The PFL will require nearly all private employers in New York State with one (1) or more employees to secure Paid Family Leave coverage for all full-time and part-time employees.
- [Tax Bulletin: Planning for Impact of Tax Cuts and Job Act](https://meltzerlippe.com/alerts/tax-bulletin-planning-for-impact-of-tax-cuts-and-job-act/): This is the first of a series of Bulletins discussing the significant tax law changes and planning opportunities presented by the Tax Cuts and Jobs Act (the “Act”).  This Bulletin focuses on the gift and estate planning opportunities presented by the Act.  Future Bulletins to follow in the coming weeks will address:
- [Tax Bulletin 1: Impact of Tax Cuts and Jobs Act on Estate Planning](https://meltzerlippe.com/alerts/tax-bulletin-1-impact-of-tax-cuts-and-jobs-act-on-estate-planning/): This is the first of a series of Bulletins discussing the significant tax law changes and planning opportunities presented by the Tax Cuts and Jobs Act (the “Act”). This Bulletin focuses on the gift and estate planning opportunities presented by the Act. Future Bulletins to follow in the coming weeks will address:
- [An Employer's Cost to Avoid Overtime Obligations Will Increase Dramatically December 1, 2016](https://meltzerlippe.com/alerts/an-employers-cost-to-avoid-overtime-obligations-will-increase-dramatically-december-1-2016/): Under Federal Law (Fair Labor Standards Act – “FLSA”) employees are entitled to
overtime, at the rate of time and one half, for hours worked in excess of 40 in a work week.
There are exemptions from the overtime requirement for executive, administrative and
professional employees whose duties satisfy the FLSA test for their category PROVIDED the
employee receives a weekly salary of at least $455 (Note: Under New York State wage and hour
law the weekly salary requirement is $675). On May 18, 2016 the U.S. Department of Labor announced that the weekly salary
requirement for an employee to qualify as exempt from the overtime requirement will be
increased to $913 effective December 1, 2016. Employers who now pay over the exception amount, but will not when the weekly salary
goes to $913, face choices. If an individual is to remain overtime exempt, the employer will
have to pay that employee $913 or more weekly. An employer unwilling or unable to pay the
$913 salary must convert the employee to an hourly rate with eligibility for overtime after 40
hours. Such a conversion may be complicated. By way of example, assume an employer is paying a full-time employee $700 per week
($36,400 annually) and said employee satisfies the duties test for professional, administrative or
executive staff. As of December 1, 2016 the employee’s status as exempt would be lost. If the
employer believed the $700 per week to be appropriate for the position, the employer would
have to convert the employee to hourly pay. Provided the previously exempt employee does not
work in excess of 40 hours per week, the conversion is simple arithmetic (divide the $700 salary
by 40 hours yielding an hourly rate of $17.50). The conversion process is far more complicated and less precise when, in a fairly
common scenario, the former overtime exempt employee works in excess of 40 hours per week.
In that case, to pay the employee $700 per week requires a calculation of the typical number of
overtime hours worked per week. If the employee was working 45 hours per week, the
conversion would have to consider 5 hours of overtime, at 1 ½ times ($700 divided by 47 ½ that
is the equivalent of 40 hours straight time and 5 hours at 1 ½ times for overtime – yielding an
hourly rate of $14.73). Employees may consider a conversion to hourly pay a demotion. Employers should be
prepared to explain why the change was made and that the hourly rate was pegged to yield the
same aggregate pay taking into account overtime pay after 40 hours. Once a conversion has
been made, the employer should remain cognizant of the employee’s actual earnings and make
adjustment, where necessary; when the employee’s annual earnings are running below
expectations. In addition to the three classic exemptions – professional, administrative and executive –
the December 1, 2016 increase in salary requirement will also be applied to those individuals
exempt as outside sales and computer employees. Also, highly compensated employees earning
$100,000 or more may be exempt. As of December 1, 2016 the compensation level for
exemption will move up to $134,004
- [New York State Budget Impacts NY Estate Planning](https://meltzerlippe.com/alerts/new-york-state-budget-impacts-ny-estate-planning/): *IRS Circular 230 Notice: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
- [Earned Sick Time Must Now be Provided by NYC Employers](https://meltzerlippe.com/alerts/new-law-for-nyc-employers-effective-april-1-2014-earned-sick-time-must-now-be-provided-by-nyc-employers/): Effective April 1, 2014-- In our December 2013 Alert we advised of the pendency of New York City’s Earned Sick Time Act. Under the de Blasio administration, the scope of the law has expanded. Now, effective April 1, 2014, New York City employers employing five or more individuals (including supervisors, managers, owners, exempt and non-exempt employees) must provide PAID sick leave to those working 80 hours or more in a calendar year. Employers with less than five employees must provide UNPAID sick leave.
- [NYS Min. Wage Increases and NYC / Jersey City Employers Face Mandatory Sick Leave Provision](https://meltzerlippe.com/alerts/nys-min-wage-increases-and-nyc-jersey-city-employers-face-mandatory-sick-leave-provision/): An increase in the New York State Minimum Wage is coming at the end of this Holiday season.  Those employers in New York City, and Jersey City, will be additionally burdened with new regulations regarding Sick Leave in the coming year.
- [Labor Board Decisions Regarding Social Media Pose Risks to Employers](https://meltzerlippe.com/alerts/labor-board-decisions-regarding-social-media-pose-risks-to-employers/): LABOR BOARD DECISIONS REGARDING SOCIAL MEDIA POSE RISKS TO EMPLOYERS
- [Employers Must Use a Revised I-9 Form for New Hires](https://meltzerlippe.com/alerts/employers-must-use-a-revised-i-9-form-for-new-hires/): Employers Must Use a Revised I-9 Form for New Hires
- [New Reporting Requirements for Foreign Financial Assets](https://meltzerlippe.com/alerts/new-reporting-requirements-for-foreign-financial-assets/): New Reporting Requirements for Foreign Financial Assets
- [Report of Foreign Bank and Financial Accounts Deadline: June 30, 2012](https://meltzerlippe.com/alerts/report-of-foreign-bank-and-financial-accounts-deadline-june-30-2012/): Report of Foreign Bank and Financial Accounts Deadline June 30, 2012
- [IRS Renews Offshore Voluntary Disclosure Program](https://meltzerlippe.com/alerts/irs-renews-offshore-voluntary-disclosure-program/): IRS Renews Offshore Voluntary Disclosure Program
- [SEC Tightens the Noose in "Accredited Investor" Standard](https://meltzerlippe.com/alerts/sec-tightens-the-noose-in-accredited-investor-standard/): SEC Tightens the Noose in "Accredited Investor" Standard
- [FinCEN Re-Examines Anti-Money Laundering Rules for Investment Advisers](https://meltzerlippe.com/alerts/fincen-re-examines-anti-money-laundering-rules-for-investment-advisers/): In response to the increased registration and reporting requirements for investment advisers implemented by the SEC under its mandate from the Dodd Frank Act, Financial Crimes Enforcement Network (FinCEN) recently announced that it is working on a regulatory proposal that would require investment advisers to establish Anti-Money Laundering ("AML") programs and report suspicious activity.
- [Extraordinary Tax and Estate Planning Opportunities](https://meltzerlippe.com/alerts/extraordinary-tax-and-estate-planning-opportunities/): Extraordinary Tax and Estate Planning Opportunities
- [2010’s Lapsing Estate Planning Opportunities](https://meltzerlippe.com/alerts/2010s-lapsing-estate-planning-opportunities/): 2010’s Lapsing Estate Planning Opportunities
- [The Hiring Incentives To Restore Employment Act ("Hire Act") Represents Significant Benefit For Employers](https://meltzerlippe.com/alerts/the-hiring-incentives-to-restore-employment-act-hire-act-represents-significant-benefit-for-employers/): To qualify the employee must not be a "related party." A related party is a person directly or indirectly related to a 50% or more owner of a corporation or to a person owning more than a 50% capital/profits interest in a non-corporate employer.
- [Provisions Of The Cobra Subsidy Extended And Expanded](https://meltzerlippe.com/alerts/provisions-of-the-cobra-subsidy-extended-and-expanded/): First, an individual is now eligible if involuntarily terminated between September 1, 2008 and March 31, 2010. Second, also eligible for the subsidy are individuals who experienced a reduction in hours which triggered a loss of health coverage followed by an involuntary termination occurring on or after March 2, 2010 but by March 31, 2010. A further extension of the COBRA subsidy, beyond March 31, 2010, is likely.
- [What To Do About The Estate Tax Lapse](https://meltzerlippe.com/alerts/what-to-do-about-the-estate-tax-lapse/): Uncertainty as to whether there will be an estate tax this year (and whether it will be imposed retroactively) has created some possible planning opportunities. However, it has also called into question whether current estate planning documents and techniques will work as intended. This is a very serious problem that must be considered on a case by case basis.

## Articles
- [Elder Law Review August 2026: Your Will Is Just the Beginning- Why a Trust May Be the Key to Protecting Your Legacy](https://meltzerlippe.com/articles/elder-law-review-august-2026-your-will-is-just-the-beginning-why-a-trust-may-be-the-key-to-protecting-your-legacy/): August is National Make-a-Will Month, but signing a Will is only the beginning of protecting yourself, your family and the legacy you have worked a lifetime to build.
- [The Wall Street Journal:  More Americans Are Aging Alone. One Woman Told Us What It’s Like.](https://meltzerlippe.com/articles/the-wall-street-journal-more-americans-are-aging-alone-one-woman-told-us-what-its-like/): Solo agers must navigate complex financial, medical decisions without a built-in safety net
- [Family Feud: Disputes Over Sibling’s Actions as Executor](https://meltzerlippe.com/articles/family-feud-disputes-over-siblings-actions-as-executor/): Featuring insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe.
- [Elder Law Review March 2026: Craft Your Estate Planning Legacy – Living Trusts Are Not Just for the Super Wealthy](https://meltzerlippe.com/articles/elder-law-review-march-2026-craft-your-estate-planning-legacy-living-trusts-are-not-just-for-the-super-wealthy/): By Ronald Fatoullah, Esq.
- [Elder Law Review February 2026: Income and Resource Levels for Medicaid Have Been Adjusted](https://meltzerlippe.com/articles/elder-law-review-february-2026-income-and-resource-levels-for-medicaid-have-been-adjusted/): 2026 Income and Resource Levels for Medicaid Have Been Adjusted Along with Special Income Standard for Housing By Ronald Fatoullah and Stacey Meshnick.    
- [Trusts & Estates Magazine: Reflections From Our Modern Practice Board](https://meltzerlippe.com/articles/trusts-estates-magazine-reflections-from-our-modern-practice-board/): Written by: Jonathan G. Blattmachr, Marvin E. Blum, and Avi Z. Kestenbaum
- [Key Takeaways from Heckerling 2026](https://meltzerlippe.com/articles/key-takeaways-from-heckerling-2026/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, shared key takeaways from this year’s Heckerling Conference with WealthManagement.com.
- [Elder Law Review January 2026: 2026 NYS Income and Resource Levels for Non-Magi Medicaid Recipients](https://meltzerlippe.com/articles/elder-law-review-january-2026-2026-nys-income-and-resource-levels-for-non-magi-medicaid-recipients/): By Ronald Fatoullah
- [The Wall Street Journal: Five Financial Blind Spots That Burden Grieving Spouses](https://meltzerlippe.com/articles/the-wall-street-journal-five-financial-blind-spots-that-burden-grieving-spouses-2/): Featuring insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe.
- [Medicaid Regional Rates for Calculating Transfer Penalty Periods for 2026 & New Changes to Medicaid Eligibility Rules](https://meltzerlippe.com/articles/medicaid-regional-rates-for-calculating-transfer-penalty-periods-for-2026-new-changes-to-medicaid-eligibility-rules/): 2026 Medicaid Regional Rates
- [Elder Law Review December 2025: Governor Kathy Hochul to Sign the Medical Aid in Dying Act](https://meltzerlippe.com/articles/elder-law-review-december-2025-governor-kathy-hochul-to-sign-the-medical-aid-in-dying-act/): by Ronald Fatoullah, Esq., Chair of the Elder Law Practice Group at Meltzer Lippe
- [Elder Law Review November 2025: Year-End Elder Law & Estate Planning Checklist](https://meltzerlippe.com/articles/elder-law-review-november-2025-year-end-elder-law-estate-planning-checklist/): A Practical Guide for Families as 2026 Approaches
- [Elder Law Review October 2025: 2026 Medicare Open Enrollment Is Here](https://meltzerlippe.com/articles/elder-law-review-october-2025-2026-medicare-open-enrollment-is-here/): By Ronald Fatoullah, Esq.
- [Elder Law Review September 2025: Pet Trusts – Not Only for the Rich and Famous](https://meltzerlippe.com/articles/elder-law-review-september-2025-pet-trusts-not-only-for-the-rich-and-famous/): By Ronald A. Fatoullah, Esq.
- [Elder Law Review August 2025: How a Living Trust Puts You in Charge](https://meltzerlippe.com/articles/elder-law-review-august-2025-how-a-living-trust-puts-you-in-charge/): How a Living Trust Puts You in Charge
- [Elder Law Review July 2025: New Minimum Needs Requirements for Medicaid Home Care](https://meltzerlippe.com/articles/elder-law-review-july-2025-new-minimum-needs-requirements-for-medicaid-home-care/): In 2020, the Social Services Law and Public Health Law were amended to change the assessment eligibility criteria for Medicaid recipients seeking Personal Care Services (PCS) and Consumer Directed Personal Assistance Services (CDPAS), as well as those seeking enrollment in a Managed Long-Term Care (MLTC) plan. The change implements Minimum Needs Requirements for individuals being initially assessed for home care using the Community Health Assessment beginning September 1, 2025.
- [Elder Law Review June 2025: Problems with Do-It-Yourself Wills](https://meltzerlippe.com/articles/elder-law-review-june-2025-problems-with-do-it-yourself-wills/): By Ronald A. Fatoullah, and Stacey Meshnick
- [J.G.G. v. Trump and the Separation of Powers Doctrine: Permissible or Impermissible Judicial Intrusion Into the Executive Branch’s Constitutional and Statutory Powers?](https://meltzerlippe.com/articles/j-g-g-v-trump-and-the-separation-of-powers-doctrine-permissible-or-impermissible-judicial-intrusion-into-the-executive-branchs-constitutional-and-statutory-powers/): Written by Robert A. Alessi, Partner at Meltzer, Lippe, Goldstein & Breitstone, LLP and the Chair of the firm’s Crisis Management, Investigations & Constitutional Law Practice Group, which was featured in the inaugural Spring 2025 issue of the Stony Brook Undergraduate Law Review.
- [The Strict Construction of No Contest Clauses in New York](https://meltzerlippe.com/articles/the-strict-construction-of-no-contest-clauses-in-new-york/): By David A. Bamdad, Partner Metlzer, Lippe, Goldstein & Breitstone, LLP and Ross Katz, Partner Schlesinger Lazetera & Auchincloss LLP
- [Tax Deductions and Public Policy](https://meltzerlippe.com/articles/tax-deductions-and-public-policy/): Public policy continues to inform the interpretation of applicable law, including the tax law. The language of a tax provision is obviously key to understanding its meaning and, perforce how it should be applied. Section 162 of the Internal Revenue Code of 1986, as amended (“IRC”), provides for the deductibility of “ordinary and necessary expenses paid or incurred in carrying on a trade or business.” IRC section 165 allows individuals to deduct losses incurred in a trade or business, or in a transaction entered into for profit, as well as certain casualty losses. The principles underlying a particular policy may influence how the language of such provisions should be interpreted, including whether such principles should in effect override the actual language of a provision. This is clearly the challenge when competing policies are at stake.
- [Elder Law Review May 2025: Estate Planning – An Important Way to Reduce Stress](https://meltzerlippe.com/articles/elder-law-review-may-2025-estate-planning-an-important-way-to-reduce-stress/): By Ronald Fatoullah and Stacey Meshnick
- [Elder Law Review April 2025: Effective Estate Planning to Avoid Litigation](https://meltzerlippe.com/articles/elder-law-review-april-2025-effective-estate-planning-to-avoid-litigation/): Effective Estate Planning to Avoid Estate Litigation
- [Mission Impossible: Succession Planning and Family Business](https://meltzerlippe.com/articles/mission-impossible-succession-planning-and-family-business/): By Jeffrey A. Galant
- [Elder Law Review March 2025: Trustee of a Special Needs Trust-                What’s Involved?](https://meltzerlippe.com/articles/elder-law-review-march-2025-trustee-of-a-special-needs-trust-whats-involved/): Trustee of a Special Needs Trust- What’s Involved? By Ronald A. Fatoullah, and Stacey Meshnick
- [Musings on Taxpayer Responsibility](https://meltzerlippe.com/articles/musings-on-taxpayer-responsibility/): The notion that a taxpayer could be penalized for filing a false tax return is obvious. However, it is not so obvious as to which penalties will be applied or when they will be imposed.
- [Elder Law Review February 2025:                                                             Important Medicaid Home Care Deadline (CDPAP Program)](https://meltzerlippe.com/articles/elder-law-review-february-2025-important-medicaid-home-care-deadline-cdpap-program/): By Ronald Fatoullah and Stacey Meshnick
- [Trusts & Estates Magazine: Artificial Intelligence—Friend or Foe?](https://meltzerlippe.com/articles/trusts-estates-magazine-artificial-intelligence-friend-or-foe/): Written by: Avi Z. Kestenbaum, Craig R. Hersch
- [Key Takeaways from Heckerling 2025](https://meltzerlippe.com/articles/key-takeaways-from-heckerling-2025/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group shared with WealthManagement.com some of the key takeaways from this year's Heckerling Conference.
- [Updated Elder Law Review – New Medicaid Income and Resource Levels for  2025](https://meltzerlippe.com/articles/updated-elder-law-review-new-medicaid-income-and-resource-levels-for-2025/)
- [Elder Law Review 2025: Medicaid Regional Rates for Calculating Transfer Penalty Periods for 2025](https://meltzerlippe.com/articles/elder-law-review-2025-medicaid-regional-rates-for-calculating-transfer-penalty-periods-for-2025/)
- [Elder Law Review January 2025: 2025 Medicaid Allowance Levels](https://meltzerlippe.com/articles/elder-law-review-january-2025-2025-medicaid-allowance-levels/)
- [KISS, Profit Motive and Foreign Currency Contracts](https://meltzerlippe.com/articles/kiss-profit-motive-and-foreign-currency-contracts/): By Jeffrey A. Galant, Counsel to Meltzer, Lippe, Goldstein & Breitstone, LLP Business & Real Estate Taxation practice group.
- [Christopher Hampton, partner at Meltzer Lippe, was recently featured in Long Island Business News, sharing his perspective on OSHA’s updated Walkaround Rule.](https://meltzerlippe.com/articles/christopher-hampton-partner-at-meltzer-lippe-was-recently-featured-in-long-island-business-news-sharing-his-perspective-on-oshas-updated-walkaround-rule/): The Occupational Safety and Health Administration (OSHA), the federal regulatory body tasked with ensuring that workplaces are safe, and that workers who raise alarm over hazardous workplace conditions are free from retaliation for doing so, issued a ruling earlier this year clarifying who may be granted access to job sites during OSHA inspections. The change, known as the Walkaround Rule, has already had a significant effect throughout many industries on Long Island, and some attorneys say that the consequences of the change may be unfair to employers.
- [Alter Ego: Protecting Your Corporation’s Tax Status ](https://meltzerlippe.com/articles/alter-ego-protecting-your-corporations-tax-status/): Alter Ego: Protecting Your Corporation's Tax Status 
- [Elder Law Review November 2025: Medicare Deductibles, Premiums & Co-insurances for 2025](https://meltzerlippe.com/articles/elder-law-review-november-2025-medicare-deductibles-premiums-co-insurances-for-2025/): By Ronald Fatoullah and Stacey Meshnick
- [October 2024 Elder Law Review: The Medicaid Asset Protection Trust](https://meltzerlippe.com/articles/october-2024-elder-law-review-the-medicaid-asset-protection-trust/): By Ronald Fatoullah and Stacey Meshnick
- [New York Law Journal: Deductibility of Promotional Expenses: Stock Car Racing?](https://meltzerlippe.com/articles/new-york-law-journal-deductibility-of-promotional-expenses-stock-car-racing/): By Jeffrey A. Galant
- [Probate & Property: Challenges in Estate Planning with Investment Real Estate](https://meltzerlippe.com/articles/probate-property-challenges-in-estate-planning-with-investment-real-estate/): By Mary P. O’Reilly amd Andrew L. Baron
- [September 2024 Elder Law Review: Are TOD Deeds DOA?](https://meltzerlippe.com/articles/september-2024-elder-law-review-are-tod-deeds-doa/): By Ronald Fatoullah and Stacey Meshnick
- [New York Law Journal: Caring for the Closely Held Business: Zeroing Out Profits](https://meltzerlippe.com/articles/new-york-law-journal-caring-for-the-closely-held-business-zeroing-out-profits/): By Jeffrey A. Galant
- [The Wall Street Journal: Tim Walz’s and JD Vance’s Personal Finances Couldn’t Be More Different](https://meltzerlippe.com/articles/wall-street-journal-tim-walzs-and-jd-vances-personal-finances-couldnt-be-more-different/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was quoted in The Wall Street Journal in an article titled “Tim Walz’s and JD Vance’s Personal Finances Couldn’t Be More Different.”
- [Gerald C. Waters, Jr. Featured in Newsday – Nearly 40% of Employers Posted Fake Job Ads Over Past Year, According to Survey](https://meltzerlippe.com/articles/newsday-nearly-40-of-employers-posted-fake-job-ads-over-past-year-according-to-survey/): Frustrated jobseekers who suspect their online applications may be going nowhere may be right, as a recent nationwide survey suggests that nearly 40% of employers posted a fake job ad over the past year. Gerald C. Waters, Jr., member of the firm’s Labor and Employment practice group spoke to Newsday to discuss potential legal risks for employers.
- [New York Law Journal: Planning Ahead for Tax Liabilities](https://meltzerlippe.com/articles/new-york-law-journal-planning-ahead-for-tax-liabilities/): By Jeffrey A. Galant
- [July 2024 Elder Law Review: Transferring Assets Within Medicaid’s 5-Year Medicaid Look-Back Period](https://meltzerlippe.com/articles/july-2024-elder-law-review-transferring-assets-within-medicaids-5-year-medicaid-look-back-period/): By Ronald Fatoullah and Stacey Meshnick
- [June 2024 Elder Law Review: Minimizing Financial Risk – Understanding Spousal Refusal](https://meltzerlippe.com/articles/june-2024-elder-law-review-minimizing-financial-risk-understanding-spousal-refusal/): By Ronald Fatoullah and Stacey Meshnick
- [New York Law Journal: Great Expectancies: Anticipating Inheritance](https://meltzerlippe.com/articles/new-york-law-journal-great-expectancies-anticipating-inheritance/): By Jeffrey A. Galant
- [WealthManagement.com: Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?](https://meltzerlippe.com/articles/wealthmanagement-com-can-o-j-simpsons-executor-stiff-arm-the-goldman-family/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?” O.J. Simpson is still causing controversy, even after death. Hear from Avi: WealthManagement.com.
- [New York Law Journal: Constructive Deceit](https://meltzerlippe.com/articles/new-york-law-journal-constructive-deceitnew-york-law-journal/): By Jeffrey A. Galant
- [The Chronicle of Philanthropy: What Do Donor Revolts Mean for Fundraising?](https://meltzerlippe.com/articles/the-chronicle-of-philanthropy-what-do-donor-revolts-mean-for-fundraising/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in The Chronicle of Philanthropy in an article titled "What Do Donor Revolts Mean for Fundraising?"
- [New York Law Journal: Drafting Effective Operating Agreement Indemnification Clauses: Advice from the Litigators](https://meltzerlippe.com/articles/new-york-law-journal-drafting-effective-operating-agreement-indemnification-clauses-advice-from-the-litigators/): By: Michael H. Masri and Katarina Thallner
- [New York Law Journal: Disputes and Consequences](https://meltzerlippe.com/articles/new-york-law-journal-disputes-and-consequences/): By Jeffrey A. Galant
- [Trusts & Estates Magazine: How to Handle the First Meeting With a Client](https://meltzerlippe.com/articles/trusts-estates-magazine-how-to-handle-the-first-meeting-with-a-client/): By Avi Z. Kestenbaum
- [New York Law Journal: Family Business: A Missed Succession Planning Opportunity](https://meltzerlippe.com/articles/new-york-law-journal-family-business-a-missed-succession-planning-opportunity/): By Jeffrey A. Galant
- [NYSBA Trusts and Estates Law Section Journal: Please Release Me, Let Me Go](https://meltzerlippe.com/articles/nysba-trusts-and-estates-law-section-journal-please-release-me-let-me-go/): By Lori A. Sullivan and Lisa Fenech
- [WealthManagement.com: Philanthropists Are Pulling the Plug on Donations to Major Universities](https://meltzerlippe.com/articles/wealthmanagement-com-philanthropists-are-pulling-the-plug-on-donations-to-major-universities/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Philanthropists Are Pulling the Plug on Donations to Major Universities.” Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. Hear from Avi: WealthManagement.com.
- [New York Law Journal: What is the Deal? Proper Reporting Requires Analysis](https://meltzerlippe.com/articles/new-york-law-journal-what-is-the-deal-proper-reporting-requires-analysis/): By Jeffrey A. Galant
- [New York Law Journal: A Reminder That Partnership Tax Status Requires Business Purpose and Profit Sharing](https://meltzerlippe.com/articles/new-york-law-journal-a-reminder-that-partnership-tax-status-requires-business-purpose-and-profit-sharing/): By Jeffrey A. Galant
- [The Wall Street Journal: Splitting a Second Home With Family or Friends? Get a Lawyer](https://meltzerlippe.com/articles/wall-street-journal-splitting-a-second-home-with-family-or-friends-get-a-lawyer/): Buying a vacation home with family or friends might seem great on paper. Often, those who do so regret the decision. Home buyers who split the purchase of a vacation spot with family or friends say they are doing so to cope with high mortgage rates, steep home prices or rising home-repair costs. Others are inheriting vacation property as more of their baby-boomer parents die. In both cases, homeowners say disputes about house guests, repairs and maintenance threaten to spoil the arrangement. Conflicts over the homes can ruin friendships and split up families, while co-owners sometimes end up in legal battles.
- [NYSBA Trusts and Estates Law Section Journal: Accounting for a Controlling Interest in an Entity](https://meltzerlippe.com/articles/accounting-for-a-controlling-interest-in-an-entity/): By David A. Bamdad
- [WealthManagement.com: Is Blood Really Thicker Than Water?](https://meltzerlippe.com/articles/wealthmanagement-com-is-blood-really-thicker-than-water/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, was featured in WealthManagement.com in an article titled “Is Blood Really Thicker Than Water?” What happens if your client wants to leave assets to friends rather than relatives? Read the full article here.
- [Trusts & Estates Magazine: The Future of Estate Planning](https://meltzerlippe.com/articles/trusts-estates-magazine-the-future-of-estate-planning/): By Avi Z. Kestenbaum
- [Trusts & Estates Magazine: When Should Practitioners Express Disagreement With Clients?](https://meltzerlippe.com/articles/trusts-estates-magazine-when-should-practitioners-express-disagreement-with-clients/): By Avi Z. Kestenbaum
- [Empathy’s Cost of Dying Report: The Most Challenging Role in Loss](https://meltzerlippe.com/articles/avi-z-kestenbaum-co-chair-of-meltzer-lippes-trusts-estates-practice-group-featured-in-empathys-2023-cost-of-dying-report/): On their mission to change the way the world deals with loss and to help families deal with the practical and emotional burdens they face after experiencing loss, Empathy has released the second annual Cost of Dying Report.
- [WealthManagement.com: The State of the Estate Planning](https://meltzerlippe.com/articles/wealthmanagement-com-the-state-of-the-estate-planning/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was interviewed at the Heckerling Institute on Estate Planning by Susan Lipp, Editor in Chief of Trusts & Estates Magazine to discuss the issues and developments attorneys are encountering as we head into 2023.
- [Steve Leimberg’s International Tax Planning Newsletter: Israeli Income Taxes Lurking in Your US Estate Plan](https://meltzerlippe.com/articles/steve-leimbergs-international-tax-planning-newsletter-israeli-income-taxes-lurking-in-your-us-estate-plan/): Many United States citizens or residents have children, grandchildren or other beneficiaries who live in Israel. When estate planning for these clients, care must be taken to ensure Israeli income tax is not unnecessarily triggered under Israel’s wide reaching trust taxation law that took effect in 2014. Although the law was enacted by Israel to curb a perceived abuse of Israelis using trusts to shelter income, its broad reach can cause an Israeli income tax for trusts created by US residents where the only connection to Israel is the residency of one beneficiary. This includes trusts that are “grantor trusts” for US income tax purposes. Unfortunately, the US/Israeli Tax Treaty does not always serve to mitigate against this double taxation. As such, care must be taken whenever a client creates a trust with an Israeli resident (an “Israeli”) as a potential beneficiary.
- [Trusts & Estates Magazine: Review of Reviews: “Endorsing After Death,” 63 William & Mary Law Review 1531 (2022)](https://meltzerlippe.com/articles/wealthmanagement-com-review-of-reviews-endorsing-after-death-63-william-mary-law-review-1531-2022/): By Avi Z. Kestenbaum
- [New York Law Journal: Sports and Employment Law in 2022 and Beyond](https://meltzerlippe.com/articles/new-york-law-journal-sports-and-employment-law-in-2022-and-beyond/): By Gerald C. Waters, Jr.
- [Trusts & Estates Magazine: Redefining Our Approach to Mental Health and Estate Planning](https://meltzerlippe.com/articles/trusts-estates-magazine-unequal-inheritances-redefining-our-approach-to-mental-health-and-estate-planning/): By Mary P. O’Reilly
- [Trusts & Estates Magazine: Review of Reviews: “Tokenized: The Law of Non-Fungible Tokens and Unique Digital Property,” Indiana Law Journal](https://meltzerlippe.com/articles/wealthmanagement-com-review-of-reviews-tokenized-the-law-of-non-fungible-tokens-and-unique-digital-property-indiana-law-journal-forthcoming/): By Avi Z. Kestenbaum
- [WealthManagement.com: Disinheriting Family Members With Different Political Beliefs](https://meltzerlippe.com/articles/wealthmanagement-com-disinheriting-family-members-with-different-political-beliefs/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Disinheriting Family Members With Different Political Beliefs.” Do clients often consider disinheriting a child for different political or other views, and if they do, how should the practitioner respond? Here from Avi: WealthManagement.com.
- [Empathy’s Cost of Dying Report in Partnership with Goldman Sachs: Loss is a Long Road](https://meltzerlippe.com/articles/loss-is-a-long-road/): Empathy is on a mission to change the way the world deals with loss. Empathy’s Cost of Dying Report in partnership with Goldman Sachs takes a comprehensive look at all of the demands a death makes of the family—not just the emotional toll of grief, but the practical burden of settling all a loved one’s affairs.
- [Trusts & Estates Magazine: Should Practitioners Advocate Charitable Giving?](https://meltzerlippe.com/articles/should-practitioners-advocate-charitable-giving/): By Avi Z. Kestenbaum and Shaya Slomovics
- [Bloomberg Tax: Living With ‘‘Freeze Partnerships’’ in the Real World: Formation Considerations and Practical Applications](https://meltzerlippe.com/articles/bloomberg-tax-living-with-freeze-partnerships-in-the-real-world-formation-considerations-and-practical-applications/): By Stephen M. Breitstone and Jerome M. Hesch
- [Today’s Wills & Probate: Increased Number of Millennials Are Now Writing Wills](https://meltzerlippe.com/articles/todays-wills-probate-increased-number-of-millennials-are-now-writing-wills/): In the last two years, the number of millennials drafting wills has increased by almost 10% with many citing the COVID-19 pandemic as the reason.  
- [The Wall Street Journal: Millennials Are Writing Wills Amid COVID Fears](https://meltzerlippe.com/articles/millennials-are-writing-wills-amid-covid-fears/): The Wall Street Journal’s Veronica Dagher interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, to discuss how some millennials are embracing one of the cornerstones of adulthood by writing their wills.
- [Trusts & Estates Magazine: Review of Reviews: “Revoking Wills,” Notre Dame Law Review](https://meltzerlippe.com/articles/trusts-estates-magazine-review-of-reviews-the-busy-practitioners-guide-to-recent-journal-articles/): By Avi Z. Kestenbaum
- [Town & Country Magazine: Who’s Panicked About Their Inheritance?](https://meltzerlippe.com/articles/whos-panicked-about-their-inheritance/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group provides insight on contesting a will.
- [Trusts & Estates Magazine: Get a “GRIP” in This Uncertain Tax Environment](https://meltzerlippe.com/articles/trusts-estates-magazine-get-a-grip-in-this-uncertain-tax-environment/): With the current environment in Washington, clients are nervous and seeking our advice and guidance more than ever on what they can do to plan for the uncertain looming changes to the Tax Code. Whether under President Biden’s American Families Plan, the “99.5% Act,” the Sensible Taxation and Equity Promotion (STEP) Act or the sunset of the tax cuts under the Tax Cuts and Jobs Act, changes to the Tax Code are almost certain. However, what those changes will ultimately be is anyone’s guess. This makes it challenging to offer tax planning advice, particularly to those clients who wish to take advantage of the current $11.7 million gift tax exemption but can’t afford to irrevocably give away assets or simply don’t want to. For those clients, you may consider the grantor retained interest partnership (GRIP)—a planning technique that allows clients to lock in today’s gift tax exemption without really giving too much up.Although the term “GRIP” may be new, the technique isn’t. In fact, it’s not really a technique at all but simply a partnership established with two types of interests—a preferred interest and a common interest—that carefully follows the rules imposed under Internal Revenue Code Section 2701 for the taxpayer’s benefit. IRC Section 2701 is part of Chapter 14 of the IRC, which is titled “Special Valuation Rules” and dictates that in certain circumstances, actual values are ignored and special values are imposed for estate and gift tax purposes. Section 2701 was enacted to regulate certain types of estate-planning transactions that “freeze” the value of a business entity—typically a partnership or limited liability company (LLC). When it applies, Section 2701 treats the taxpayer—or, for purposes of this article, the grantor, as having made a significant taxable gift even when what was actually gifted or transferred was a common interest that had no or minimal value. Instead, the grantor retains the preferred interest that’s actually worth $11.7 mil-lion and continues to hold, enjoy and benefit from it for life. On the grantor’s death, this $11.7 million preferred interest is included in the grantor’s taxable estate. However, because the special valuation rules of Section 2701 had previously attributed $11.7 mil-lion of value to the common interest that the grantor had gifted during life, the IRC and regulations protect the grantor from being taxed twice and direct that the estate be reduced by this $11.7 million amount. The policy behind the reduction is that because the special valuation rules under Section 2701 had already treated the grantor as having gifted the value of the preferred interest during life, it wouldn’t be fair to tax this same $11.7 million again at the grantor’s death.
- [Newsday: Encouraging COVID Shots Tricky for Employers](https://meltzerlippe.com/articles/newsday-encouraging-covid-shots-tricky-for-employers/): Gerald C. Waters, Jr. was interviewed by Jamie Herzlich | Newsday June 23, 2021
- [Aligning Interests in the Sale of a Business: Financial and Income Tax Traps Estate Planners Need to Know](https://meltzerlippe.com/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 to know.
- [Trusts & Estates Magazine: Unequal Inheritances](https://meltzerlippe.com/articles/trusts-estates-magazine-unequal-inheritances/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group and Elliot Dizon partner with Kim Kamin, a Principal at Gresham Partners, LLC to discuss unequal inheritances.
- [Trusts & Estates Magazine: Know Your Clients Better](https://meltzerlippe.com/articles/trusts-estates-magazine-know-your-clients-better/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group discusses how important it is to take the extra time to know your clients.
- [Trusts & Estates Magazine Special Report: “Bringing the Dead back to Life”](https://meltzerlippe.com/articles/trusts-estates-magazine-special-report-review-of-reviews/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group reviews the article, “Bringing the Dead Back to Life: Preparing the Estate for a Post-Mortem Acting Role,” Texas Tech University School of Law Estate Planning and Community Property Law Journal, Vol. XII (June 2020).
- [WealthManagement.com: Holograms and Post-Mortem Rights](https://meltzerlippe.com/articles/welathmanagement-com-holograms-and-post-mortem-rights/): WealthManagement's Anna Sulkin interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group to discuss the ethics of exploiting the likenesses of dead celebrities.
- [The Wall Street Journal: How to Buy a Home Together When You’re Not Married](https://meltzerlippe.com/articles/wall-street-journal-how-to-buy-a-home-together-when-youre-not-married/): The Wall Street Journal's Veronica Dagher interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, to discuss how to purchase a home together when you're not married. 
- [Get a GRIP! How to Lock in the Exemption and Still Benefit from It with the Grantor Retained Interest Partnership Steve Leimberg’s Estate Planning Newsletter](https://meltzerlippe.com/articles/stephen-m-breitstone-mary-p-oreilly-joy-spence-get-a-grip-how-to-lock-in-the-exemption-and-still-benefit-from-it-with-the-grantor-retained-interest-partnership-steve-leimbergs-estate-plann/): “With the November elections looming and uncertainty as to the future of the current levels of Federal transfer tax exemptions if the Democrats obtain control, clients want to take advantage of the $11,580,000 gift tax exemption before they lose it.   However, many clients—including those with assets well in excess of the exemption—are nervous about giving up this much money in these uncertain times.  They don’t want to miss the opportunity to shelter their assets from estate taxes, yet they aren’t willing to give up control and access to those assets now. These clients need to get a GRIP!—the Grantor Retained Interest Partnership, where they can intentionally flunk Section 2701 to utilize the special valuation rules to make a deemed gift that is later adjusted in their gross estate, thereby locking in the $11,580,000 exemption while still maintaining maximum control, access and planning flexibility over the assets contributed.”
- [The Wall Street Journal: How to Get Your Finances in Order Before Returning to Work](https://meltzerlippe.com/articles/wall-street-journal-how-to-get-your-finances-in-order-before-returning-to-work/): The Wall Street Journal's Veronica Dagher interviews Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, to discuss how to get your finances in order before returning to work.
- [Beneficiary Deemed Owner Trusts: BDOT OUTLINE](https://meltzerlippe.com/articles/beneficiary-deemed-owner-trusts-bdot-outline/): Avi Z. Kestenbaum and Co-Author Elliot Dison
- [WealthManagement.com: When is Equal Inheritance the Wrong Answer?](https://meltzerlippe.com/articles/wealth-management-when-equal-inheritance-the-wrong-answer/): Avi Z. Kestenbaum discusses when clients must decide whether it’s wise to split their estates equally among their children.
- [The Wall Street Journal: How to Help Your Parents with their Finances Amid Coronavirus](https://meltzerlippe.com/articles/wsj-podcast-audio-how-to-help-your-parents-with-their-finances-amid-coronavirus/): The Wall Street Journal's Veronica Dagher interviews Avi Kestenbaum to discuss how to help your parents with their finances amid the coronavirus.
- [ABA Probate & Property: “Benefit of the Beneficiary Rule”](https://meltzerlippe.com/articles/aba-probate-property-benefit-of-the-beneficiary-rule-co-authored-by-mary-p-oreilly/): Mary P. O'Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt.
- [Law360: NY Steakhouse Settles With Tipped Workers In Pay Case](https://meltzerlippe.com/articles/law360-ny-steakhouse-settles-with-tipped-workers-in-pay-case/): Jonathan D. Farrell, Gerald C. Waters, Jr. and Nicholas P. Melito were featured in Law360 with respect to their representation of Wolfgang’s Steakhouse.
- [Employment Annual Checkup](https://meltzerlippe.com/articles/employers-annual-checkup/): By Nicholas P. Melito
- [Trusts & Estates Magazine: The Definition of a Successful Estate Plan](https://meltzerlippe.com/articles/trusts-estates-magazine-the-definition-of-a-successful-estate-plan/): Avi Z. Kestenbaum, co-chair of Meltzer Lippe’s Trust & Estates practice group, discusses what happens when an emotional tug of war exists between the client’s wishes and the attorney’s satisfaction.
- [A Primer on Mechanic’s Liens in New York City](https://meltzerlippe.com/articles/a-primer-on-mechanics-liens-in-new-york-city/): By Manny A. Frade
- [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](https://meltzerlippe.com/articles/bloomberg-tax-tax-management-estates-gifts-and-trusts-journal/): 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 it at death because the appreciated stock is owned by an irrevocable grantor trust1 that is not exposed to the estate tax, a limited approach obtaining liquidity is touse a margin loan. That may not be satisfactory, as the built-in gain still exists when pledging an appreciated asset as collateral for a loan. However, one can use a charitable remainder trust (CRT) to defer the reporting of the realized gain if one desires to sell the marketable securities while living.
- [Wealth Management (Audio) Dead Celebrity Podcast: Episode 2 –  Robin Williams Planned It Right — With Guest Avi Z. Kestenbaum](https://meltzerlippe.com/articles/https-deadcelebrity-blubrry-net-2019-06-05-episode-2-robin-williams-planned-it-right-with-guest-avi-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 Williams. As you’ll soon find out, even the best of estate plans and legal advice can be a recipe for disaster when you have children from different marriages and a surviving spouse.
- [Contractors For MTA May Be Exposed To Debarment](https://meltzerlippe.com/articles/contractors-for-mta-may-be-exposed-to-debarment/): By Manny A. Frade
- [Is a Prenup Really Necessary for Assets in a Spendthrift Trust?](https://meltzerlippe.com/articles/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 of Meltzer Lippe’s  Private Wealth and Taxation Institute and his daughter, law student Lauren Breitstone  in this highly researched article published in the Bloomberg Tax Management Estates, Gifts and Trust Journal.
- [NY Post: Charity in hot water over Epstein connection](https://meltzerlippe.com/articles/ny-post-charity-in-hot-water-over-epstein-connection/): When a problem or audit relates to a charity or a nonprofit affecting the celebrated or, as in this case, the notorious, journalists and clients who need to get it right, often rely on the expertise of Avi Z. Kestenbaum, Chair of our Tax Exempt Organizations Practice Group and Co-Chair of our Trusts and Estates Practice Group for clear and thoughtful legal insights.

## Attorneys
- [Mercy Romero Alemán](https://meltzerlippe.com/attorneys/mercy-romero-aleman/): Mercy Romero Alemán is an Associate in the firm’s Corporate/Business practice group. She focuses her practice on transactional matters, with an emphasis on mergers and acquisitions. In connection with these transactions, Mercy conducts due diligence, reviews client and target company information to confirm the accuracy of representations and warranties, and assists with obtaining antitrust clearance under the Hart-Scott-Rodino Act.
- [Anastasia Cassisi](https://meltzerlippe.com/attorneys/anastasia-cassisi/): Anastasia Cassisi is an Associate in the Private Wealth, Estates & Trusts practice. She focuses on estate and trust administration, estate planning, and fiduciary matters. Drawing on her prior experience as a Senior Trust Officer, Anastasia advises high-net-worth individuals, families, fiduciaries, and advisors on the administration of complex estates and trusts.
- [Eric Szkarlat](https://meltzerlippe.com/attorneys/eric-szkarlat/): Eric Szkarlat is an Associate in the firm’s Litigation Department, focusing on high-stakes commercial matters.
- [Matthew Schwartz](https://meltzerlippe.com/attorneys/matthew-schwartz/): Matthew Schwartz is of counsel in the firm’s Construction practice group.
- [Ryan J. Johnson](https://meltzerlippe.com/attorneys/ryan-j-johnson/): Ryan J. Johnson is an Associate in the firm’s Litigation Practice Group. Ryan has broad experience in civil litigation, construction law, corporate counsel, and strategic risk management. He brings a practical, business-oriented approach to legal representation, combining litigation experience with years of in-house counsel work advising companies on contracts, compliance, disputes, and day-to-day operations.
- [Samantha Pernice](https://meltzerlippe.com/attorneys/samantha-pernice/): Samantha Pernice is pending admission to the New York State Bar.
- [Erenada Pantazi](https://meltzerlippe.com/attorneys/erenada-pantazi-2/): Erenada Pantazi is awaiting admission to join the firm’s Construction Group. Prior to joining the firm, Erenada worked as a law clerk for a boutique labor and employment firm on Long Island. 
- [Sandra Brown Langolf](https://meltzerlippe.com/attorneys/sandra-brown-langolf/): Sandra Brown Langolf is Special Counsel in the firm’s Trusts & Estates Litigation Practice Group. She regularly counsels fiduciaries, beneficiaries, and distributees in contested and uncontested probate and administration proceedings, estate and trust accounting proceedings, fiduciary removal proceedings, trust construction matters, discovery and turnover proceedings, and other trust and estate disputes before the Surrogate’s Court and trial and appellate courts. 
- [Evan R. Kaufman](https://meltzerlippe.com/attorneys/evan-r-kaufman/): Evan Ross Kaufman is Counsel in the firm’s Trusts & Estates practice group. He is a dedicated trusts and estates attorney who advises individuals, families, and fiduciaries on wealth preservation and wealth transfer planning matters.  
- [Robert Hart](https://meltzerlippe.com/attorneys/robert-hart/): Robert Hart is an associate in the firm’s Real Estate Department, where he focuses on commercial real estate finance. He represents lenders, investors, and owners in a range of real estate matters, including acquisition and disposition, equity financing, construction, leasing, workouts, and origination and restructuring of mortgage/mezzanine debt involving office, retail, mixed-use, vacant land, industrial, and hotel properties.
- [Sydney P. Grasso](https://meltzerlippe.com/attorneys/sydney-p-grasso-2/): Sydney P. Grasso is an Associate in the firm’s Trust & Estate Litigation practice group. Sydney’s practice includes contested probate and administration proceedings, contested estate and trust accounting proceedings, discovery and turnover proceedings, and other trust and estate related matters.
- [Sarah A. Bogen](https://meltzerlippe.com/attorneys/sarah-a-bogen-2/): Sarah A. Bogen is an associate in the firm’s Trust & Estate Department. Sarah earned her J.D. from Maurice A. Deane School of Law at Hofstra University. Sarah was a member of the HTAA Mock Trial Interscholastic Team, competing in several prestigious competitions, including the American Association for Justice Mock Trial Competition, finishing as a regional semifinalist. 
- [Jordana E. Balsam](https://meltzerlippe.com/attorneys/jordana-e-balsam/): Jordana is an Associate in the Trusts & Estates practice, where she focuses on probate, estate and trust administration, and trust and estate litigation. She advises individuals and families on the development and implementation of estate plans tailored to their specific goals and circumstances. Her work includes drafting a broad range of estate planning and related documents, including wills, revocable and irrevocable trusts, prenuptial agreements, guardianship petitions, powers of attorney, and health care proxies.
- [Alexa Zelmanowicz](https://meltzerlippe.com/attorneys/alexa-zelmanowicz/): Alexa Zelmanowicz is an Associate in the firm’s Corporate/Business Practice Group. Alexa focuses her practice on the coordination and execution of successful corporate transactions, with an emphasis on mergers and acquisitions, business formations, corporate structuring, corporate governance and general corporate matters. She has advised both public and private companies as well as private individual clients across multiple industries. She works closely with clients throughout the transaction cycle, drafting and negotiating merger agreements, stock and asset purchase agreements, partnership agreements, and governance documentation.
- [Frank Loffreno Jr.](https://meltzerlippe.com/attorneys/frank-loffreno-jr/): Frank Loffreno is an associate in the firm’s Real Estate Practice Group. Frank is a real estate and investment-funds attorney with a uniquely blended background that includes purchase and sale transactions, leasing, development review, financing, and institutional-level fund formation and joint-venture structuring.
- [Amit Kumar](https://meltzerlippe.com/attorneys/amit-kumar/): Amit Kumar is Counsel to the firm’s Labor & Employment Practice Group where he represents employers in complex workplace disputes and provides strategic advice on risk mitigation and compliance.
- [Simran Sharda](https://meltzerlippe.com/attorneys/simran-sharda/): Simran Sharda is an Associate in the firm’s Corporate/Business practice group, pending admission to the New York State Bar. Simran's practice includes assisting clients in their day-to-day corporate needs, including drafting operating agreements, shareholder agreements, contribution agreements, and resolutions, assisting in corporate restructuring of entities, and other transactional matters.
- [Linhadley Eljach ](https://meltzerlippe.com/attorneys/linhadley-eljach/): Linhadley Eljach is a Special Counsel in the firm’s Real Estate Practice Group, where she focuses on commercial leasing transactions, specifically representing owners in retail lease negotiations.
- [Preston S. Scherr](https://meltzerlippe.com/attorneys/preston-s-scherr/): Preston S. Scherr is an Associate in the firm’s Litigation Practice Group. He represents individuals and businesses in complex commercial disputes before trial and appellate courts, as well as in arbitral forums. His practice spans all stages of litigation, from initial pleadings and discovery through trial and appeal.
- [Graham A. Thompson](https://meltzerlippe.com/attorneys/graham-thompson/): Graham is an Associate in the firm's Trusts & Estates Litigation Department. Prior to joining the firm, Graham practiced in a boutique trial firm in Albany, New York, where he represented clients in contested estates, claims for personal injuries (plaintiff), and commercial matters.  
- [Benjamin J. Frenkel](https://meltzerlippe.com/attorneys/benjamin-j-frenkel/): Benjamin J. Frenkel is an Associate in the Trusts & Estates Department. He is a top-rated attorney practicing in the New York, New York area. Providing legal representation in New York for a variety of different issues, Benjamin Frenkel was selected to Rising Stars for 2020 - 2025. He is admitted to practice before the courts in New York.
- [Heather S. Milanese](https://meltzerlippe.com/attorneys/heather-s-milanese/): Heather S. Milanese is an Associate in the firm’s Trusts & Estates Practice Group, specializing in probate, estate administration, estate planning, elder law, and wealth preservation.
- [Sherry J. Sandler](https://meltzerlippe.com/attorneys/sherry-j-sandler/): Sherry J. Sandler is Co-Chair of the firm’s Corporate/Business Group, leveraging 20+ plus years of experience in managing legal, regulatory, and compliance matters for public and private equity companies. A subject matter expert in the exchange, regulatory, Alternative Trading Systems (ATS), and over-the-counter markets and trading, Sherry is a trusted advisor, business partner, and outside general counsel to prominent broker-dealers, asset managers, private funds (hedge/trading, private equity, real estate, venture capital, alternative structure), registered investment advisors, and other financial institutions on private equity and M&A transactions, as well as strategies to minimize risk exposure.
- [Justin Cohen](https://meltzerlippe.com/attorneys/justin-cohen/): Justin Cohen is an Associate in the firm’s Trust & Estate Litigation Practice Group and Mental Health & Guardianship Practice Group. Justin assists clients on contested probate proceedings, disputes between beneficiaries and fiduciaries, and genealogical and kinship matters.
- [Domenique Masi](https://meltzerlippe.com/attorneys/domenique-masi/): Domenique Masi is an Associate in the firm’s Litigation Practice Group and concentrates her practice on all aspects of commercial and general litigation, including real estate litigation, breach of contract, and corporate disputes for both defendants and plaintiffs. Domenique’s practice spans all stages of litigation, from initial pleadings and discovery through trial and appeal. Her attention to detail and ability to maintain focus on the big picture make her a valuable part of her active cases
- [Nancy Pokojny](https://meltzerlippe.com/attorneys/nancy-pokojny/): Nancy Pokojny is an Associate in the firm’s Trusts & Estates Practice Group. Nancy assists clients on a variety of estate planning issues, including drafting wills and trusts to minimize potential disputes among family members and ensure the client’s succession plan and tax goals are maintained beyond the client’s life.
- [Debby Rosenfeld](https://meltzerlippe.com/attorneys/debby-rosenfeld/): Debby Rosenfeld is Counsel to the firm's Trusts & Estates and Elder Law Practice Groups.
- [Stacey Meshnick](https://meltzerlippe.com/attorneys/stacey-meshnick/): Stacey Meshnick is Counsel to the firm’s Trusts & Estates and Elder Law Practice Groups. She focuses on long term care planning, estate planning, preparation of wills & trusts, advance directives and guardianships. Prior to joining the firm, Stacey was Counsel and the supervisor of the Medicaid department for over 27 years at Ronald Fatoullah & Associates. She oversaw the paralegals and assisted clients with various aspects of long-term care planning, estate planning, preparation of wills & trusts, advance directives, and Medicaid planning and applications.
- [Eva Schwechter](https://meltzerlippe.com/attorneys/eva-schwechter/): Eva Schwechter is an Associate in the firm's Elder Law and Mental Health, Guardianship & Elder Law Litigation Practice Groups.
- [Ronald Fatoullah](https://meltzerlippe.com/attorneys/ronald-fatoullah/): Ronald Fatoullah Chairs the firm's Elder Law Practice Group and is a Partner in the firm's Trusts & Estates Practice Group.
- [Richard H. Lewis](https://meltzerlippe.com/attorneys/richard-h-lewis/): Richard H. Lewis is a Partner in the firm's Trusts & Estates and Private Wealth & Taxation Practice Groups. Rick handles estate planning and corporate/business transactions. He has been advising privately held businesses for more than 30 years and brings to his estate planning and business practice expertise in succession planning for family-owned and privately-held businesses.
- [Thomas J. Waldron](https://meltzerlippe.com/attorneys/thomas-j-waldron/): Thomas J. Waldron is an Associate in the firm’s Corporate/Business Practice Group. Thomas has worked on many corporate M&A deals. On these transactions, Thomas has drafted various documents such as stock purchase agreements, contribution agreements and resolutions, assisted in the due diligence of client/target information provided pursuant to the transactional agreements to ensure the accuracy of representations and warranties and assisted in the process of obtaining Hart-Scott-Rodino anti-trust approval. Thomas assists clients in their day-to-day corporate needs including drafting shareholder agreements, LLC operating agreements, employment agreements, customer agreements and other business documents. Thomas has worked on the corporate side of real estate and loan transactions. In this practice, Thomas has drafted borrower operating agreements, assisted in corporate restructuring of entities and reviewed loan documents.
- [Shaya Slomovics](https://meltzerlippe.com/attorneys/shaya-slomovics/): Shaya Slomovics is an Associate in the firm’s Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. Shaya advises high-net worth clients on wealth preservation, multi-generational tax planning, business structuring and charitable giving. Shaya is experienced in drafting complex wills, revocable trusts, family trusts, life insurance trusts, charitable trusts and operating and partnership agreements.
- [Justin Schwamb](https://meltzerlippe.com/attorneys/justin-schwamb/): Justin Schwamb is an Associate in the firm’s Labor & Employment Practice Group. Justin represents employers in a broad array of labor and employment matters including but not limited to drafting employee handbooks and employment-related documents and agreements.
- [Jerome M. Hesch](https://meltzerlippe.com/attorneys/jerome-m-hesch/): Jerome M. Hesch is Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. Prior to joining the firm, Jerry served as an income tax and estate planning consultant for lawyers and other tax planning professionals throughout the country. Jerry was a consultant for Meltzer, Lippe, Goldstein & Breitstone, LLP, Dorot & Bensimon PL, Jeffrey M. Verdon Law Group and Oshins & Associates LLC.
- [Alexander M. Gayer](https://meltzerlippe.com/attorneys/alexander-gayer/): Alexander M. Gayer, an AV® Preeminent™ peer review-rated attorney, and Partner in the firm’s Corporate/Business Practice Group, brings extensive experience in advising privately owned companies, both new and established, across all aspects of their operations. He is skilled in negotiating and drafting shareholder, operating, and partnership agreements, as well as employment and other key contracts. Alex regularly represents clients in company sales and acquisitions and provides strategic counsel on intellectual property matters, including the filing and prosecution of trademark and copyright applications.right applications.
- [Jeffrey Deutsch](https://meltzerlippe.com/attorneys/jeffrey-deutsch/): Jeffrey Deutsch is a Partner in the firm’s Trusts & Estates Group where he practices in numerous areas of estate planning, charitable and non-charitable gift planning and succession planning for a varied client base, including ultra-high net worth families and their businesses, as well as high net worth individuals.
- [Max Rayetsky](https://meltzerlippe.com/attorneys/max-rayetsky/): Max Rayetsky is a Partner in the firm’s Construction Practice Group. Max represents real estate owners, developers, general contractors, construction managers, subcontractors, suppliers and other members of the construction industry in transactional, litigation and alternative dispute resolution (ADR) matters arising out of private and public construction projects.
- [Louis Wollin](https://meltzerlippe.com/attorneys/louis-wollin/): Louis Wollin is Counsel to the firm’s Private Wealth & Taxation, Trusts & Estates, Business & Real Estate Taxation and Tax Exempt Organizations Practice Groups. Lou has extensive experience working with clients in structuring estate plans to minimize gift, estate and generation-skipping transfer tax consequences and to help clients achieve their charitable goals.
- [Mark E. Wilensky](https://meltzerlippe.com/attorneys/mark-e-wilensky/): Mark E. Wilensky is a Partner in the firm’s Business & Real Estate Taxation Practice Group. Prior to joining the firm in 2013, Mark was a tax attorney in the New York City office of Roberts & Holland LLP for twelve years.
- [Gerald C. Waters, Jr.](https://meltzerlippe.com/attorneys/gerald-c-waters/): Gerald C. Waters, Jr. is a Partner in the firm’s Labor and Employment Practice Group where he represents employers in a diverse field of labor and employment as well as franchise matters. Gerald also handles a variety of Americans with Disabilities Act (“ADA”) matters, including discrimination, website and property barrier matters. With respect to the ADA, Gerald routinely assists employers and business owners interpret and apply the ADA regulations, including the Americans with Disabilities Act Accessibility Guidelines (“ADAAG”).
- [Adam Wald](https://meltzerlippe.com/attorneys/adam-wald/): Adam Wald is an Associate in the firm’s Construction Practice Group. In his practice, Adam assists clients through all phases of transactions and commercial disputes — handling matters centered on breach of contract, business torts, public and private improvement contracts, and compliance with state, federal and municipal environmental regulations. His clients include businesses, contractors, and institutional lenders entering into commercial mortgage backed securities transactions.
- [Scott A. Steinberg](https://meltzerlippe.com/attorneys/scott-a-steinberg/): Scott A. Steinberg is a Partner in the firm's Bankruptcy, Workouts and Creditors’ Rights Practice Group. Scott has extensive experience in all aspects of debtors’ and creditors’ rights, bankruptcy and reorganization cases, out of court workouts, single asset and multi-asset real estate restructurings, business wind-downs and liquidations and general commercial litigation. Scott also has vast experience in debtor and creditor law, commercial transactions, real estate, and general corporate matters.
- [Joy Spence](https://meltzerlippe.com/attorneys/joy-spence/): Joy Spence is Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. She focuses her practice primarily on federal and state tax law, trusts and estates, charitable planning and exempt organizations. Joy regularly assists clients in developing tailored plans to maximize asset protection and wealth preservation, while minimizing tax exposure. She also counsels individuals, families and business owners on developing tax-efficient structures and intra-generational wealth transfer strategies for estate, charitable, and business succession planning needs.
- [Mordy Serle](https://meltzerlippe.com/attorneys/mordy-serle/): Mordy Serle is a Partner in the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. Mordy concentrates his practice in personal tax planning, estate administration and wealth preservation. Mordy has counseled clients on sophisticated planning techniques that have resulted in substantial tax-efficiencies and savings from federal and state gift, estate, generation-skipping transfer and income taxes.
- [Michael J. Schaffer](https://meltzerlippe.com/attorneys/michael-j-schaffer/): Michael J. Schaffer is a Partner in the firm's Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. Prior to joining the firm, Michael worked as a Manager in the Personal Financial Practice KPMG Peat Marwick, LLP focusing on Estate Tax. Prior to that he worked as a trusts and estates associate for a New York City law firm. In addition to being an attorney, he is also a licensed CPA and uses his skill and experience in both disciplines to provide his clients with a broad professional perspective.
- [David I. Schaffer](https://meltzerlippe.com/attorneys/david-i-schaffer/): David I. Schaffer is a Partner in the firm's Corporate/Business and Real Estate Practice Groups, representing public and private companies. He advises the firm’s business clients, both public and private, start-up and established, including hi-tech and bio-tech companies, and drafts complex operating agreements, partnership agreements and shareholder agreements. He also handles various public and private offerings and acquisitions. He handles venture capital investments for major venture capital funds. He also represents major commercial landlords on Long Island.
- [Matthew R. Ross](https://meltzerlippe.com/attorneys/matthew-r-ross/): Matthew R. Ross is an Associate in the firm's Litigation and Crisis Management, Investigations & Constitutional Law Practice Groups. In his practice, Matt assists clients through all phases of complex commercial and business litigation disputes.
- [John P. Proszak](https://meltzerlippe.com/attorneys/john-p-proszak/): John P. Proszak is a Partner in the firm’s Trusts & Estates, Business & Real Estate Taxation and Private Wealth & Taxation Practice Groups. John has over 30 years experience in the trusts and estates field. Prior to joining Meltzer Lippe, John practiced law at the New York City law firm of Herrick, Feinstein LLP, where he engaged in estate administration and sophisticated estate planning for high net worth individuals, including chief executives of major corporations. In addition to meeting with clients to formulate their estate plan, John also drafts complex wills, trusts, and other documents in order to achieve their goals.
- [William W. Post](https://meltzerlippe.com/attorneys/william-w-post/): William W. Post is a Partner in the firm’s Real Estate & Corporate/Business Practice Groups. Bill has over thirty-five years of experience in representing private and public companies, including real estate investment trusts and individual investors in all aspects of commercial real estate, including sales and acquisitions, financings, leasing, development and management of office buildings, shopping centers, hotels, warehouse buildings and residential apartment complexes located throughout the United States, as well as the day-to-day operations of such properties. Bill has extensive experience in the negotiation of purchase agreements for single and large portfolio sales and loan documents with CMBS, insurance companies as well as national and regional lenders. Bill is also well versed on tax deferred strategies in connection with those transactions and working through forbearance and other workout agreements on behalf of borrowers. His leasing work has included leases to credit tenants, Fortune 500 companies to small companies, professional firms and retail and restaurant tenants.
- [Robert S. Plosky](https://meltzerlippe.com/attorneys/robert-s-plosky/): Robert S. Plosky is a Partner in Meltzer Lippe’s Litigation Practice Group and its Crisis Management, Investigations & Constitutional Law Practice Group. With over 15 years of experience, Robert has a proven track record in complex commercial litigation, successfully representing clients in state and federal courts.
- [Stephanie Graff Newman](https://meltzerlippe.com/attorneys/stephanie-graff-newman/): Stephanie Graff Newman is Counsel to the firm's Trusts & Estates Practice Group. She brings more than 30 years of experience representing high net worth individuals and business owners in trusts and estates, wealth preservation and estate and trust administration.
- [Lew Meltzer](https://meltzerlippe.com/attorneys/lew-meltzer/): Lew Meltzer's practice employs his tax, corporate and real estate backgrounds to serve clients as general counsel, as a well-rounded business lawyer and as an estate planner for high net worth individuals.
- [Gary M. Meltzer](https://meltzerlippe.com/attorneys/gary-m-meltzer/): Gary M. Meltzer is the Chair of the firm's Real Estate Practice Group. Gary’s practice is a national commercial transactional practice with an emphasis on selling, buying, leasing and finance.
- [Thomas J. McGowan](https://meltzerlippe.com/attorneys/thomas-j-mcgowan/): Thomas J. McGowan is Co-Chair of the firm's Litigation Practice Group and also provides his expertise and experience as a member of the firm’s Trust & Estate Litigation Practice Group. He has extensive experience in all areas of commercial and bankruptcy litigation from the initial pleadings stage through trial and appeal. Tom has successfully represented major lending institutions, creditor’s committees, the FDIC and RTC, corporations, partnerships, officers, shareholders, contractors, owners, sponsors, professionals and bankruptcy trustees. His cases include commercial foreclosures, recovery upon commercial notes and guarantees, fraudulent conveyance and alter ego claims, professional liability claims, workouts, corporate/partnership dissolutions and valuation disputes, discrimination claims, Lanham Act claims, creditors’ rights and construction defect and delay claims.
- [Stephen W. Livingston](https://meltzerlippe.com/attorneys/stephen-w-livingston/): Stephen W. Livingston is a Partner in the firm’s Litigation and Crisis Management, Investigations & Constitutional Law Practice Groups. Stephen has broad experience in commercial and construction litigation before state and federal courts as well as appeals and arbitrations.  He has represented corporations, partnerships, shareholders, and individual clients in a variety of matters including construction litigation, construction arbitrations, partnership disputes, employment disputes, Dodd-Frank, commercial contract disputes, commercial torts, commercial real estate, and Stark Law. Stephen has also represented clients in patent disputes in federal court and before the International Trade Commission. 
- [Avi Z. Kestenbaum](https://meltzerlippe.com/attorneys/avi-z-kestenbaum/): Avi Z. Kestenbaum Co-Chairs the firm's Trusts & Estates Practice Group, nationally ranked Tier 1 by U.S. News and World Report, and chairs our Tax Exempt Organizations Practice Group. He is also a Partner in the firm’s Business & Real Estate Taxation, Trust & Estate Litigation and Private Wealth & Taxation groups.
- [Maria Karelas](https://meltzerlippe.com/attorneys/maria-karelas/): Maria Karelas is an Associate in the firm’s Real Estate Practice Group. She has extensive experience in all aspects of real estate law. Her practice primarily focuses on representing purchasers and sellers of condominium and cooperative apartments, single and multi-family homes, and commercial properties. She also represents cooperative boards.
- [David J. Heymann](https://meltzerlippe.com/attorneys/david-heymann/): Managing Partner, David J. Heymann, is a Partner in the firm’s Corporate/Business, Real Estate and Crisis Management, Investigations & Constitutional Law Practice Groups. David brings a unique skill set to his practice. Part corporate lawyer, part real estate lawyer and both an outside and an in-house counsel, he’s essentially a business lawyer and a trusted advisor and sounding board on major decisions and judgment calls for his clients.
- [Christopher P. Hampton](https://meltzerlippe.com/attorneys/christopher-p-hampton/): Christopher P. Hampton is a Partner in the firm’s Labor & Employment Practice Group and heads the firm’s Occupational Safety and Health Act (OSHA) Compliance Practice. Overall, Chris devotes his practice to representing employers and management in variety of labor and employment matters, and litigates matters before administrative agencies, as well as the federal, state and appellate courts.
- [Ira R. Halperin](https://meltzerlippe.com/attorneys/ira-r-halperin/): Ira R. Halperin is Co-Chair of the firm's Corporate/Business Practice Group and is a Partner in the Crisis Management, Investigations & Constitutional Law Practice Group. Before becoming an attorney, Ira spent 15 years in private practice as a CPA, a designation for which he is still licensed. Throughout Ira’s 25 year career as an attorney he has served companies and businesses from a unique professional perspective, helping clients, thrive, grow and avoid or overcome the legal and business challenges they face. Understanding the big picture and being able to communicate it in terms that clients fully comprehend enhances his practice and the value he gives to every client on every matter.
- [Carmelo Grimaldi](https://meltzerlippe.com/attorneys/carmelo-grimaldi/): Carmelo (“Mel”) Grimaldi is a Partner in the Labor & Employment Practice Group of Meltzer, Lippe, Goldstein & Breitstone, LLP and has over 36 years of experience concentrating on diverse employment and labor law matters on behalf of management. Mel has also earned an “AV” rating from his peers, the highest legal rating awarded by the legal rating publisher Martindale-Hubbell. Only two percent (2%) of New York metro area attorneys have earned the “AV” rating distinction. He has also been selected as a “New York Super Lawyer” for the past several years including 2024, in the area of labor and employment law. 
- [Jeffrey A. Galant](https://meltzerlippe.com/attorneys/jeffrey-a-galant/): Jeffrey A. Galant is Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups. Jeffrey has more than 30 years of experience in tax, trusts and estates, and tax-exempt organizations law. Jeffrey has extensive experience in sophisticated tax and estate planning matters involving family owned and other privately owned enterprises including operating businesses, investment vehicles and family foundations. Furthermore, he is very experienced with the tax and estate planning issues that concern artists and collectors. Jeffrey was named 2013, 2014 and 2017 “Lawyer of the Year” by Best Lawyers, an honor based on exhaustive peer-review assessments and reflective of the high level of respect a lawyer has earned among other leading lawyers in the same communities and the same practice areas for their abilities, their professionalism, and their integrity.
- [Manny A. Frade](https://meltzerlippe.com/attorneys/manny-a-frade/): Manny A. Frade is Chair of the firm’s Construction Practice Group. He represents a wide array of clients in the construction industry, including material suppliers, general contractors, subcontractors and owners. He has represented contractors in many aspects of construction, including landscaping, concrete (both supply and installation), exterior restoration, demolition, excavation, scaffolding, fuel supply, and tile installation.
- [Jonathan D. Farrell](https://meltzerlippe.com/attorneys/jonathan-d-farrell/): Jonathan D. Farrell is Co-Chair of the firm’s Labor & Employment Practice Group. Jonathan is Counsel to manufacturing, service, commercial, and management companies, professional practices, non-profit organizations, private educational institutions and insurance companies. An employment and labor relations specialist, Jonathan regularly practices before the National Labor Relations Board and federal courts. He primarily counsels employers on Labor Law (NLRA, LMRA) ERISA and withdrawal liability.
- [Mary P. O’Reilly](https://meltzerlippe.com/attorneys/mary-p-oreilly/): Mary Pokojny O’Reilly is Co-Chair of the firm’s Trusts & Estates Practice Group and a Partner in the firm’s Business & Real Estate Taxation Group, Private Wealth & Taxation Group, Trust & Estate Litigation Practice Group and Tax Exempt Organizations Practice Group.
- [Phillip Pepper](https://meltzerlippe.com/attorneys/phillip-pepper/): Phillip Pepper is a Partner in the firm's Business & Real Estate Taxation Practice Group. Phillip advises on the tax aspects of business and investment transactions. In addition, Phillip represents clients in tax controversies with the IRS and New York State.
- [Jay M. Newman](https://meltzerlippe.com/attorneys/jay-newman/): Jay M. Newman is Counsel to the firm's Corporate/Business and Real Estate Practice Groups. Jay is a transactional attorney representing clients in many facets of corporate and commercial transactions, including buying, selling and financing all types of businesses including leasing of retail, commercial and residential real estate properties. Jay represents many corporate clients and coop boards as outside general counsel, providing advice and guidance on a broad spectrum of business issues. Jay’s practice includes representation of many prominent physicians in the negotiation of their employment contracts, sales of their medical practices, conversion to concierge practices and advice on regulatory matters.
- [Michael H. Masri](https://meltzerlippe.com/attorneys/michael-masri/): Michael H. Masri is a Partner in the firm’s Litigation, Labor & Employment and Social Media, Software & Privacy Practice Groups. Relying on over twenty five years of experience, Michael litigates trade secret, unfair competition, dissolution, slander, breach of contract and other commercial/transactional matters. Michael also regularly represents employers regarding discrimination, wage & hour and other employment and labor issues.
- [David S. Koffler](https://meltzerlippe.com/attorneys/david-s-koffler/): David S. Koffler is a Partner in the firm’s Real Estate Practice Group. David’s practice encompasses all areas of real estate transactions. The scope of his work includes purchases and sales, commercial leasing, architect and construction agreements, commercial mortgages and loan agreements, condemnation, tax deferred exchanges and use and occupancy agreements.
- [Christine K. Kitson](https://meltzerlippe.com/attorneys/christine-k-kitson/): Christine K. Kitson is a Partner in the firm’s Trusts & Estates, Business & Real Estate Taxation, and Private Wealth & Taxation Practice Groups. Christine leads the firm’s Estate Administration Group where she utilizes her extensive experience to guide and counsel families during the estate administration process.
- [Ryan M. Jennings](https://meltzerlippe.com/attorneys/ryan-m-jennings/): Ryan M. Jennings is an Associate in the firm’s Private Wealth, Estates & Trusts, and Taxation Groups. Ryan’s practice focuses primarily on structuring and implementing sophisticated estate plans for high net worth individuals and families to transfer and preserve their wealth while minimizing estate, gift, income and GST taxes. Ryan’s work regularly includes drafting wills and trusts which are tailored to meet the client’s needs, and facilitating the efficient transfer of assets to successive generations of their family. Ryan also creates family companies, including private trust companies, to help preserve family wealth and help realize the client’s succession plan.
- [David C. Jacobson](https://meltzerlippe.com/attorneys/david-c-jacobson/): David C. Jacobson is a Partner in the firm’s Trusts & Estates and Tax Exempt Organizations Practice Groups. David has worked with entrepreneurs and business owners for his entire career. His common sense approach, and his comprehensive knowledge of tax, estate planning, and philanthropy, allow him to counsel families effectively.
- [Elliot Dizon Worledge](https://meltzerlippe.com/attorneys/elliot-dizon/): Elliot Dizon Worledge is an Associate in the firm’s Trusts & Estates, Private Wealth & Taxation and Tax Exempt Organizations Practice Groups.
- [Daniel F. Carrascal](https://meltzerlippe.com/attorneys/daniel-f-carrascal/): Daniel F. Carrascal is an Associate in the firm's Labor & Employment Practice Group. Danny brings a wealth of practical and substantive experience in traditional labor law as well employment litigation.  Prior to joining Meltzer Lippe, Danny worked at a labor and employment firm where he primarily focused on the defense of wage and hour allegations and discrimination claims. Danny has also advised business owners and human resources professionals in drafting employee handbooks and employment-related documents and agreements.  Danny has extensive experience in presenting sexual harassment prevention training mandated by New York State and City to employees and managers in English and Spanish.
- [Andrew L. Baron](https://meltzerlippe.com/attorneys/andrew-l-baron/): Andrew L. Baron is a Partner in the firm's Trusts & Estates and Business & Real Estate Taxation Practice Groups.  Andrew’s practice encompasses all phases of estate, income and international tax planning, business succession planning and estate and trust administration.
- [David A. Bamdad](https://meltzerlippe.com/attorneys/david-a-bamdad/): David A. Bamdad Chairs the firm’s Trust & Estate Litigation Practice Group. In his practice, David regularly counsels fiduciaries, beneficiaries and distributees in contested and uncontested probate and administration proceedings, contested estate and trust accounting proceedings, fiduciary removal proceedings, trust construction matters, discovery and turnover proceedings, and other trust and estate related matters before the Surrogate’s Court and other trial and appellate courts. David is also regularly appointed by Surrogates as a Guardian ad Litem to represent individuals who cannot protect their own rights and interests, and lectures on topics related to trusts and estates litigation.
- [Esta Algava-Czik](https://meltzerlippe.com/attorneys/esta-algava-czik/): Esta Algava-Czik is a Partner in the firm’s Real Estate Practice Group. In practice for over 30 years, Esta has earned a “AV-Preeminent” rating from her peers, the highest legal rating awarded by the legal rating publisher Martindale-Hubbell. Only two percent (2%) of New York metro attorneys have earned an “AV” rating. Esta is a 2019 Outstanding Women in Law Award recipient and has been named by Long Island Business News as one of Long Island’s leading attorneys in Commercial and Residential Real Estate.
- [Robert A. Alessi](https://meltzerlippe.com/attorneys/robert-a-alessi/): Robert A. Alessi is Co-Chair of the firm’s Litigation Practice Group and Chair of the firm’s Crisis Management, Investigations & Constitutional Law Practice Group. His diverse practice has encompassed complex litigation (including multidistrict federal litigation) and arbitration at the pretrial, trial and appellate stages across the nation in myriad practice areas, including, among others, constitutional issues; RICO; securities fraud class actions and derivative lawsuits; proxy contests; insurance and insurance brokerage; employment restrictive covenants; defamation; contract disputes; corporate and LLC dissolutions; and business torts.
- [Ana Getiashvili](https://meltzerlippe.com/attorneys/ana-getiashvili/): Ana Getiashvili is Co-Chair of the firm’s Labor & Employment Practice Group. Ana assists employers on issues such as discrimination and sexual harassment investigations, employee leave, worker classification and compensation practices, Form I-9 compliance and background checks. She drafts and prepares employment contracts and employer policies and handbooks. Ana also assists in commercial litigation matters.
- [Stephen M. Breitstone](https://meltzerlippe.com/attorneys/stephen-breitstone/): Stephen M. Breitstone is Chair of the firm's Private Wealth and Taxation Practice Group. His approach combines business planning and income, estate and gift tax planning with a special emphasis on real estate.  His clients include domestic and international real estate owners and developers, closely held businesses, public companies, private equity funds, trusts and estates, and charitable organizations.  His combination of skills as a transactional and income tax attorney and as an estate planner enables him to effectively advise clients on their individual needs and those of their businesses. 

## News
- [Meltzer Lippe Comes Together in Support of the Matthew Fetzer Foundation](https://meltzerlippe.com/news/meltzer-lippe-comes-together-in-support-of-the-matthew-fetzer-foundation/): Sunday, May 3rd, 2026, the Meltzer Lippe team came together for our 4th annual 5K in support of a local organization, proudly participating in the Matthew Fetzer 5K for children and families impacted by cancer. With over 90 Meltzer Lippe participants, it was a meaningful show of support from across the firm.
- [Meltzer, Lippe, Goldstein & Breitstone Named the Law Firm Sponsor of NYIT Startup Tech Central](https://meltzerlippe.com/news/nyit-the-opening-of-startup-tech-central/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to be the sole law firm sponsor of New York Institute of Technology’s Startup Tech Central—an exciting new initiative supporting student entrepreneurs.
- [Meltzer, Lippe, Goldstein & Breitstone, LLP launch new Podcast:  Briefly Speaking](https://meltzerlippe.com/news/meltzer-lippe-goldstein-breitstone-llp-launches-new-podcast-briefly-speaking/): We are excited to launch the Meltzer Lippe Briefly Speaking Podcast—bringing you legal insights, stories, and conversations straight from our attorneys.
- [Meltzer, Lippe, Goldstein & Breitstone, LLP Congratulates Loretta M. Gastwirth on Her Nomination as Chair Elect of the NYS Bar Association’s Dispute Resolution Section!](https://meltzerlippe.com/news/meltzer-lippe-goldstein-breitstone-llp-congratulates-loretta-m-gastwirth-on-her-nomination-as-chair-elect-of-the-nys-bar-associations-dispute-resolution-section/): We are proud to share that Loretta M. Gastwirth, a Partner in Meltzer, Lippe, Goldstein & Breitstone, LLP’s Litigation Group, has been nominated as Chair Elect of the Dispute Resolution Section of the New York State Bar Association for 2025-2026, a group that proudly serves over 2,000 members.
- [Meltzer Lippe represents Astral Weeks in the purchase and financing of Tribeca lot for $27M](https://meltzerlippe.com/news/david-heymann-esta-algava-czik-eliza-hong-of-meltzer-lippe-represent-astral-weeks-in-purchase-and-financing-of-tribeca-lot-for-27m/): A real estate firm of Van Morrison superfans is planning to raze a vacant 5-story building in Tribeca and replace it with condos after purchasing the Warren Street lot for more than $27 million, records show.
- [Meltzer Lippe’s construction law practice successfully defends against $22 million suit](https://meltzerlippe.com/news/meltzer-lippes-construction-law-practice-successfully-defends-against-22-million-suit/): Meltzer, Lippe, Goldstein & Breitstone LLP’s construction department, led by Manny Frade, Adam Wald, and Max Rayetsky, successfully defended Judlau Contracting Inc., a leading heavy civil construction firm, against a $22 million delay claim from a subcontractor. The dispute arose during the renovation of a subway station destroyed in the September 11, 2001, attacks.
- [Meltzer Lippe hosts Itay Ken-Tor, Head of Strategic Partnerships and Resource Development for Edut 710. Special presentation on November 19th at 5pm.](https://meltzerlippe.com/news/meltzer-lippe-hosts-itay-ken-tor-head-of-strategic-partnerships-and-resource-development-for-edut-710-special-presentation-on-november-19th-at-5pm/): Edit 710 is the largest organization in Israel dedicated to collecting the testimonies of those who survived or witnessed the October 7th attack.
- [NYC Bar Association Appoints David A. Bamdad to its Trusts, Estates & Surrogate’s Courts Committee](https://meltzerlippe.com/news/nyc-bar-association-appoints-david-a-bamdad-to-its-trusts-estates-surrogates-courts-committee/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that David A. Bamdad, Partner and Chair of the firm’s Trust & Estate Litigation practice group, has recently been appointed by the New York City Bar Association as a member of the Trusts, Estates & Surrogate’s Courts Committee.
- [Meltzer Lippe Represents Seller in Sale of Healthcare Auditing Firm](https://meltzerlippe.com/news/meltzer-lippe-represents-seller-in-sale-of-healthcare-auditing-firm/): The Corporate Practice Group at Meltzer, Lippe, Goldstein & Breitstone, LLP recently represented a healthcare auditing firm and its members in connection with a business sale to a private equity acquirer. The purchase price consisted of funds at closing and an equity rollover component.
- [NYC Bar Association Appoints Max Rayetsky to its Construction Law Committee](https://meltzerlippe.com/news/nyc-bar-association-appoints-max-rayetsky-to-its-construction-law-committee/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Max Rayetsky, member of the firm’s Construction practice group, has recently been appointed by the New York City Bar Association as a member of the Construction Law Committee.
- [Christine K. Kitson Highlighted in LIBN Who’s Who 2024: Women in Professional Services](https://meltzerlippe.com/news/christine-k-kitson-highlighted-in-libn-whos-who-2024-women-in-professional-services/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Christine K. Kitson, Counsel to the firm’s Trusts & Estates, Business & Real Estate Taxation, and Private Wealth & Taxation practice groups has been selected as one of Long Island Business News’ 2024 Who’s Who: Women in Professional Services.
- [Seth R. Kaplan Named to Palm Beach Illustrated’s 2024 Top Lawyers List](https://meltzerlippe.com/news/seth-r-kaplan-named-to-palm-beach-illustrateds-2024-top-lawyers-list/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Seth R. Kaplan, Office Managing Partner of the firm’s Boca Raton and Miami offices has been named one of Palm Beach Illustrated’s Top Lawyers of 2024.
- [Real Estate Transactions for July 2024](https://meltzerlippe.com/news/real-estate-transactions-for-july-2024/): The firm’s Real Estate practice group represented the seller of a condominium unit in Brooklyn, NY. The purchase price was $3,150,000.00. The firm’s Real Estate practice group represented the purchaser of a cooperative unit in New York, NY. The purchase price was $314,037.00. The firm’s Real Estate practice group represented the seller of a condominium unit in Bayside, New York. The purchase price was $658,000.00. The firm’s Real Estate practice group represented the lender in a $3,000,000.00 mortgage loan. The firm’s Real Estate practice group represented the seller of a condominium unit in New York, NY. The purchase price was $9,800,000.00. The firm’s Real Estate practice group represented the purchaser of a residential property in Bohemia, NY. The firm’s Real Estate practice group represented the purchaser of a cooperative unit in New York, NY. The purchase price was $1,450,000.00. The firm’s Real Estate practice group represented the seller in the sale of a distribution center located in Glenwillow, OH. The sale price was $28,600,000.00. The firm’s Real Estate practice group represented the purchaser in the acquisition and financing of vacant industrial property located in Belen, NM. The purchase price was $2,900,000.00.
- [Ana Getiashvili Featured in Long Island Business News LI Focus – “Sore Subject: When Politics Becomes a Problem in the Workplace”](https://meltzerlippe.com/news/ana-getiashvili-featured-in-long-island-business-news-li-focus-sore-subject-when-politics-becomes-a-problem-in-the-workplace/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Ana Getiashvili, Co-Chair of Meltzer Lippe’s Labor & Employment practice group was featured in this week’s Long Island Business News LI Focus “Sore Subject: When Politics Becomes a Problem in the Workplace.”
- [23 Meltzer Lippe Attorneys Included in 31st Edition of The Best Lawyers in America/Best Lawyers: Ones to Watch](https://meltzerlippe.com/news/23-meltzer-lippe-attorneys-included-in-31st-edition-of-the-best-lawyers-in-america-best-lawyers-ones-to-watch/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that 13 attorneys were selected for inclusion in the prestigious 2025 edition of Best Lawyers in America and 10 Meltzer Lippe attorneys were included in Best Lawyers in America: Ones to Watch.
- [Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group Featured in Wall Street Journal](https://meltzerlippe.com/news/avi-z-kestenbaum-co-chair-of-meltzer-lippes-trusts-estates-practice-group-featured-in-wall-street-journal/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was quoted in The Wall Street Journal in an article titled “Tim Walz’s and JD Vance’s Personal Finances Couldn’t Be More Different.”
- [Meltzer Lippe Obtains Judgment of $1.14 Million for a Former Employee’s Violations of New York’s “Faithless Servant” Doctrine](https://meltzerlippe.com/news/meltzer-lippe-obtains-judgment-of-1-14-million-for-a-former-employees-violations-of-new-yorks-faithless-servant-doctrine/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to have secured a significant victory in the United States District Court for the Eastern District of New York. Culminating a legal battle of approximately 3.5 years, Mark A. Radi and Daniel F. Carrascal from Meltzer Lippe’s Labor & Employment practice group obtained a decision dismissing a former employee’s claims for unpaid wages and overtime due to the employee’s violation of New York’s “faithless servant” doctrine. For more than 100 years, the “faithless servant” doctrine has held employees accountable for acting disloyally or in bad faith towards their employers. An employee who violates the faithless servant doctrine may be required to forfeit his or her compensation during the period of disloyalty and disgorge any secret profits or kickbacks he or she received as a result of the disloyalty.
- [Meltzer Lippe and Mary P. O’Reilly Recognized for Third Consecutive Year in Chambers 2024 High Net Worth Rankings](https://meltzerlippe.com/news/meltzer-lippe-and-mary-p-oreilly-recognized-for-third-consecutive-year-in-chambers-2024-high-net-worth-rankings/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that for the third consecutive year, the firm has been included in the 2024 Chambers and Partners High Net Worth rankings for Private Wealth Law in the Mid-Market – New York. Meltzer Lippe was recognized with Band 2 rankings. Meltzer Lippe’s Private Wealth group is nationally recognized and a leader in complex estate planning.
- [Gerald C. Waters, Jr. Featured in Newsday – Nearly 40% of Employers Posted Fake Job Ads Over Past Year, According to Survey](https://meltzerlippe.com/news/gerald-c-waters-jr-featured-in-newsday-nearly-40-of-employers-posted-fake-job-ads-over-past-year-according-to-survey/): Frustrated jobseekers who suspect their online applications may be going nowhere may be right, as a recent nationwide survey suggests that nearly 40% of employers posted a fake job ad over the past year. Gerald C. Waters, Jr., member of the firm’s Labor and Employment practice group spoke to Newsday to discuss potential legal risks for employers.
- [NYC Bar Association Appoints Raj Grewal to its Taxation of Business Entities Committee](https://meltzerlippe.com/news/nyc-bar-association-appoints-raj-grewal-to-its-taxation-of-business-entities-committee/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Raj Grewal, member of the firm’s Business & Real Estate Taxation practice group, has recently been appointed by the New York City Bar Association as a member of the Taxation of Business Entities Committee. Raj’s three-year term will commence on August 1, 2024. The Taxation of Business Entities Committee addresses domestic and international tax issues relating to all types of business entities, including corporations, limited liability companies and partnerships.
- [Max Rayetsky Named Associate Fellow of the Construction Lawyers Society of America](https://meltzerlippe.com/news/max-rayetsky-named-associate-fellow-of-the-construction-lawyers-society-of-america/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Max Rayetsky, Associate in the firm’s Construction practice group has been selected as an Associate Fellow of the Construction Lawyers Society of America, an invitation-only construction lawyer honorary society with membership limited to 1,200 practicing Fellows from the U.S. and internationally. Fellows are selected for their effectiveness and accomplishment in construction law, along with ethical reputation.
- [Stuart Rabinowitz Named to City & State NY’s Who’s Who in Casinos & Sports Betting List](https://meltzerlippe.com/news/stuart-rabinowitz-named-to-city-state-nys-whos-who-in-casinos-sports-betting-list/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Stuart Rabinowitz, Senior Counsel to the firm has been named to City & State NY’s Who's Who in Casinos & Sports Betting list.
- [Seth R. Kaplan Named to The Boca Raton Observer’s 2024 Top Lawyers List          ](https://meltzerlippe.com/news/seth-r-kaplan-named-to-the-boca-raton-observers-2024-top-lawyers-list/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Seth R. Kaplan, Office Managing Partner of the firm’s Boca Raton and Miami offices has been named one of The Boca Raton Observer’s Top Lawyers of 2024.
- [Trusts & Estates Attorney Benjamin Miller Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-benjamin-miller-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Benjamin Miller to the firm’s Trusts & Estates, Private Wealth & Taxation, Tax Exempt Organizations and Business & Real Estate Taxation practice groups as Counsel.
- [Real Estate Transactions for June 2024](https://meltzerlippe.com/news/real-estate-transactions-for-june-2024/): The firm’s Real Estate practice group represented the owner in connection with the modification of mortgage loan documents to accommodate a boundary line adjustment. The firm’s Real Estate practice group represented the seller of a cooperative unit in New York, NY. The purchase price was $600,000.00. The firm’s Real Estate practice group represented the seller of a cooperative unit in New York, NY. The purchase price was $1,625,000.00. The firm’s Real Estate practice group represented the seller of a condominium unit in New York, NY. The purchase price was $2,400,000.00. The firm’s Real Estate practice group represented the purchaser of a condominium unit in New York, NY. The purchase price was $1,850,000.00. The firm’s Real Estate practice group represented the seller of a cooperative unit in New York, NY. The purchase price was $2,200,000.00. The firm’s Real Estate practice group represented the purchaser of a cooperative unit in New York, NY. The purchase price was $650,000.00. The firm’s Real Estate practice group represented the landlord in an extension of lease for office space located in New York, NY. The firm’s Real Estate practice group represented the seller of a condominium unit in New York, NY. The purchase price was $3,675,000.00. The firm’s Real Estate practice group represented the seller in the sale of office buildings located in Fort Mill, SC. The sale price was $15,750,000.00. The firm’s Real Estate practice group represented the purchaser of a residential property in Upper Brookville, NY. The purchase price was $2,800,000.00.
- [Mary P. O’Reilly Recognized by Long Island Business News as one of Long Island’s Most Dynamic Women Leaders](https://meltzerlippe.com/news/mary-p-oreilly-recognized-by-long-island-business-news-as-one-of-long-islands-most-dynamic-women-leaders/): Meltzer, Lippe, Goldstein & Breitstone, LLP warmly congratulates Mary P. O'Reilly, Partner and Co-Chair of Meltzer Lippe’s Trusts & Estates practice group for being named among the Long Island Business News 2024 Long Island Business Influencers: Most Dynamic Women Leaders.
- [Managing Partner David Heymann Featured in Long Island Business News LI Focus – “Striking a work/life balance requires managing a mobile workforce”](https://meltzerlippe.com/news/managing-partner-david-heymann-featured-in-long-island-business-news-li-focus-striking-a-work-life-balance-requires-managing-a-mobile-workforce/): We are pleased to announce that David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP was featured in Long Island Business News’ LI Focus “Striking a work/life balance requires managing a mobile workforce.”
- [Loretta M. Gastwirth Named a Fellow of The College of Commercial Arbitrators](https://meltzerlippe.com/news/loretta-m-gastwirth-named-a-fellow-of-the-college-of-commercial-arbitrators/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Loretta M. Gastwirth, Partner in the firm’s Litigation, Labor & Employment, Construction and Social Media, Software & Privacy practice groups has been named a Fellow of The College of Commercial Arbitrators, an invitation-only society that recognizes the top arbitrators from across the country and internationally. Loretta will join an elite group of arbitrators who have the professional training, judgment and years of experience to undertake the most complex and difficult commercial arbitration assignments.
- [Real Estate Chair Gary M. Meltzer Selected to Long Island Press Power List](https://meltzerlippe.com/news/real-estate-chair-gary-m-meltzer-selected-to-long-island-press-power-list/): We are pleased to announce that Gary M. Meltzer, Chair of Meltzer Lippe’s Real Estate practice group has been named to the Long Island Press Power List. The Long Island Press Power List presented by Schneps Media recognizes the most influential individuals in the Long Island region. Honorees are being recognized for their commitment, impact and influence on Long Island.
- [Real Estate Transactions for May 2024](https://meltzerlippe.com/news/real-estate-transactions-for-may-2024/): The firm’s Real Estate practice group represented the borrower in a mortgage, project and building loan modification in the total aggregate amount of $73,550,000.00 secured by commercial property located in New York, NY. The firm’s Real Estate practice group represented the borrower in a $19,000,000.00 loan secured by vacant land located in Calverton, NY. The firm’s Real Estate practice group represented the seller in the sale of property located in Granbury, TX. The sale price was $950,000.00. The firm’s Real Estate practice group represented the borrower in a payoff loan by commercial property located in Hicksville, NY. The firm’s Real Estate practice group represented the purchaser in the purchase of farmland and nurseries located in Calverton, NY for a purchase price of (i) $150,000.00; (ii) $1,600,000.00; and (iii) $1,450,000.00 with purchase money mortgage in the amount of $3,000,000.00.
- [Alexander M. Gayer Featured in LIBN – Unlocking the M&A Landscape: Insights for 2024 and Beyond](https://meltzerlippe.com/news/alexander-m-gayer-featured-in-libn-unlocking-the-ma-landscape-insights-for-2024-and-beyond/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Alexander M. Gayer, Partner in the firm’s Corporate/Business practice group was featured in the Long Island Business News special edition, "Unlocking the M&A Landscape: Insights for 2024 and Beyond."
- [Meltzer, Lippe, Goldstein & Breitstone, LLP Welcomes Our 2024 Summer Associates](https://meltzerlippe.com/news/meltzer-lippe-goldstein-breitstone-llp-welcomes-our-2024-summer-associates/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to welcome the following 2L Summer Associates to the Firm through our Summer Associate Program:
- [Mary P. O’Reilly Featured in Long Island Business News LI Focus – “Planning and Caring for the Needs of Long Island’s Aging Population”](https://meltzerlippe.com/news/mary-p-oreilly-featured-in-long-island-business-news-li-focus-planning-and-caring-for-the-needs-of-long-islands-aging-population/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Mary P. O’Reilly, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in this week’s Long Island Business News LI Focus “Planning and Caring for the Needs of Long Island’s Aging Population.”
- [Andrew L. Baron Featured in Newsday – Wills, Trusts, Sales: How Long Island Parents Pass Houses to Kids](https://meltzerlippe.com/news/andrew-l-baron-featured-in-newsday-wills-trusts-sales-how-long-island-parents-pass-houses-to-kids/): There are many ways to hand down a house. From gifts to sales, irrevocable and revocable trusts - each with different benefits and drawbacks. Andrew L. Baron, Partner in the firm’s Trusts & Estates and Business & Real Estate Taxation practice groups spoke to Newsday to discuss why setting up a revocable trust might be the centerpiece of your estate plan.
- [Real Estate Transactions for April 2024](https://meltzerlippe.com/news/real-estate-transactions-for-april-2024/): The firm’s Real Estate practice group represented the purchaser in the acquisition of industrial/commercial property located in Glenwood Landing, NY. The purchase price was $2,450,000.00. The firm’s Real Estate practice group represented the borrower in a $1,505,000.00 loan secured by commercial property located in Brooklyn, NY. The firm’s Real Estate practice group represented the borrower in a $2,665,000.00 loan secured by commercial property located in Brooklyn, NY. The firm’s Real Estate practice group represented the seller in the sale of a residential property located in Atlantic Beach, NY. The sale price was $1,200,000.00. The firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Albany, NY. The sale price was $28,000,000.00. The firm’s Real Estate practice group represented the borrower in a $750,000.00 home equity line of credit loan secured by residential property located in Bridgehampton, NY. The firm’s Real Estate practice group represented the tenant in a lease for medical office space located in New York, NY.
- [Christopher J. Clarke Elected to Nassau County Bar Association Board of Directors](https://meltzerlippe.com/news/christopher-j-clarke-elected-to-nassau-county-bar-association-board-of-directors/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Christopher J. Clarke, Associate in the firm’s Litigation practice group has been elected to the Nassau County Bar Association’s Board of Directors. Christopher’s three-year term is set to commence on June 1, 2024.
- [Meltzer, Lippe, Goldstein & Breitstone, LLP Adds Leading Elder Law Firm](https://meltzerlippe.com/news/meltzer-lippe-goldstein-breitstone-llp-adds-leading-elder-law-firm/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Ronald Fatoullah & Associates, a leading Elder Law firm serving the New York metropolitan area, has joined the firm. Ronald Fatoullah, a pioneer in the Elder Law field who has devoted over 35 years to the practice, will be the Chair of the Firm’s Elder Law Practice Group. Joining Ronald Fatoullah at Meltzer Lippe are five attorneys and three paralegals.
- [Real Estate Transactions for March 2024](https://meltzerlippe.com/news/real-estate-transactions-for-march-2024/): The firm’s Real Estate practice group represented the landlord in a lease amendment with respect to expanding their current space located in New York, NY and extending the term of the lease. The firm’s Real Estate practice group represented the landlord in an amendment extending their license agreement for studio and office space in a building located in New York, NY. The firm’s Real Estate practice group represented the landlord in a lease amendment for retail space in a shopping center located in Hicksville, NY with respect to extending the term of the lease. The firm’s Real Estate practice group represented the landlord in a lease of approximately 7,000 square feet in the US Steel Building located in Pittsburgh, PA. The firm’s Real Estate practice group represented the borrower in a $2,465,000 SBA loan secured by an indoor sports facility located in Norwalk, CT.
- [Meltzer Lippe Represents Seller in Sale of Brokerage Firm](https://meltzerlippe.com/news/meltzer-lippe-represents-seller-in-sale-of-brokerage-firm/): The Corporate Practice Group at Meltzer, Lippe, Goldstein & Breitstone, LLP recently represented an insurance broker and its members in connection with the sale of substantially all of its assets. The company had been in business on Long Island for over 20 years and by negotiating this transaction we were able to preserve the legacy of the business and its principal.
- [Trusts & Estates Attorney Ingrid Johnson Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-ingrid-johnson-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Ingrid Johnson to the firm’s Trust & Estate Litigation and Mental Health, Guardianship & Elder Law Litigation practice groups as Counsel.
- [Tax Attorney Raj Grewal Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/tax-attorney-raj-grewal-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Raj Grewal to the firm’s Business & Real Estate Taxation practice group as an Associate.
- [Trust & Estate Litigation Attorney Eugene Krivulets Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trust-estate-litigation-attorney-eugene-krivulets-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Eugene Krivulets to the firm’s Trust & Estate Litigation practice group as an Associate.
- [Mary P. O’Reilly Recognized by Long Island Business News as a 2024 Influencer in Law](https://meltzerlippe.com/news/mary-p-oreilly-recognized-by-long-island-business-news-as-a-2024-influencer-in-law/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Mary P. O’Reilly, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was recognized by Long Island Business News as one of its Influencers in Law for 2024.
- [Real Estate Transactions for February 2024](https://meltzerlippe.com/news/real-estate-transactions-for-february-2024/): The firm’s Real Estate practice group represented the purchaser in the acquisition of approximately 727,629 square feet of a total 1,118,965 square foot shopping center situated on approximately 65.6 acres and known as “Broadway Commons” located in Hicksville, NY. The purchase price was $40,250,000.00. The firm’s Real Estate practice group represented the purchaser of a residential property located in Woodbury, NY. The purchase price was $960,000.00. The firm’s Real Estate practice group represented the landlord of the US Steel Tower located in Pittsburgh, PA in a lease for the addition of a restaurant tenant at the building. The firm’s Real Estate practice group represented the owner in the negotiations of a new property management agreement for a 159 unit luxury apartment building located in New York, NY. The firm’s Real Estate practice group represented the landlord in a lease for shopping center space located in Hicksville, NY.   The firm’s Real Estate practice group represented the borrower in a $180,000.00 loan secured by land located in Bethel, NY and Lumberland, NY. The firm’s Real Estate practice group represented the seller of a condominium unit located in Southampton, NY. The purchase price was $2,810,000.00. The firm’s Real Estate practice group represented the borrower in a deed-in-lieu transaction resulting in the conveyance of a 220,000 sq. ft. office building located in Hilliard, Ohio to its lender. The firm’s Real Estate practice group represented the seller of a condominium unit located in New York, NY. The purchase price was $3,250,000.00. The firm’s Real Estate practice group represented the seller of a residential property located in Roslyn, NY. The purchase price was $2,580,000.00.
- [Real Estate Transactions for January 2024](https://meltzerlippe.com/news/real-estate-transactions-for-january-2024/): The firm’s Real Estate practice group represented the borrower in a $3,000,000.00 mortgage loan secured by commercial property located in Inwood, NY. The firm’s Real Estate practice group represented the borrower of a commercial loan secured by property located in Brooklyn, NY. The firm’s Real Estate practice group represented the seller of two residential properties located in Brooklyn, NY. The total purchase price was $4,000,000.00. The firm’s Real Estate practice group represented the landlord in a lease of an approximately 3,364 square foot space in a commercial office building located in Tarrytown, NY. The firm’s Real Estate practice group represented the purchaser of a cooperative apartment and parking space in Queens, NY. The purchase price was $249,000.00. The firm’s Real Estate practice group represented the seller of a residential property located in Sag Harbor, NY. The purchase price was $1,125,000.00. The firm’s Real Estate practice group represented the landlord in a lease for commercial property located in Inwood, NY.
- [Meltzer Lippe Represents Purchaser in Acquisition of Broadway Commons Mall (Hicksville, NY)](https://meltzerlippe.com/news/meltzer-lippe-represents-purchaser-in-acquisition-of-broadway-commons-mall/): The Real Estate practice group at Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to have represented the purchaser in the acquisition of Broadway Commons Mall located in Hicksville, NY. The acquisition includes about 728,000 square feet and the property itself totals nearly 1.1 million square feet of retail space.
- [Loretta M. Gastwirth Elected Vice-Chair of the New York State Bar Association Dispute Resolution Section](https://meltzerlippe.com/news/loretta-m-gastwirth-elected-vice-chair-of-the-new-york-state-bar-association-dispute-resolution-section/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Loretta M. Gastwirth, Partner in the firm’s Litigation practice group has been selected to serve as Vice-Chair of the New York State Bar Association Dispute Resolution Section. Loretta’s one-year term is set to commence on June 1, 2024.
- [Stuart Rabinowitz Named Senior Advisor to Executive Director of The Commission on Presidential Debates](https://meltzerlippe.com/news/stuart-rabinowitz-named-senior-advisor-to-the-commission-on-presidential-debates/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Stuart Rabinowitz, Senior Counsel to the firm has been selected to serve as Senior Advisor to the Executive Director of The Commission on Presidential Debates.
- [Managing Partner David Heymann Featured on Long Island’s Future with Matt Cohen](https://meltzerlippe.com/news/managing-partner-david-heymann-featured-on-long-islands-future-with-matt-cohen/): David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP joined The Long Island Association and local executives on Long Island's Future with Matt Cohen for a robust discussion about what it means to be named a Best Place to Work.
- [Managing Partner David Heymann Named to LIBN 2023 Book of Business Influencers](https://meltzerlippe.com/news/managing-partner-david-heymann-named-to-libn-2023-book-of-business-influencers/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Managing Partner David Heymann has been recognized by Long Island Business News as an influential and prominent leader in the 2023 Book of Long Island Business Influencers.
- [Robert A. Alessi Named a Fellow of The New York Bar Foundation](https://meltzerlippe.com/news/robert-a-alessi-named-a-fellow-of-the-new-york-bar-foundation/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Robert A. Alessi, Chair of the firm’s Crisis Management, Investigations & Constitutional Law practice group and Partner in the firm’s Litigation practice group, has been named a Fellow of The New York Bar Foundation.
- [Real Estate Transactions for December 2023](https://meltzerlippe.com/news/real-estate-transactions-for-december-2023/): On December 4, 2023, the firm’s Real Estate practice group represented the purchaser of a condominium unit located in New York, NY. The purchase price was $1,925,000.00. On December 8, 2023, the firm’s Real Estate practice group represented the borrower in a $4,724,500.00 line of credit secured by property located in New York, NY. On December 12, 2023, the firm’s Real Estate practice group represented the seller in the sale of property located in Houston, TX. The sale price was $530,000.00. On December 18, 2023, the firm’s Real Estate practice group represented the borrower in (i) a $1,500,000.00 loan and (ii) a $300,000.00 loan secured by properties located in Cochecton, NY, Highland, NY and Bethel, NY. On December 21, 2023, the firm’s Real Estate practice group represented the seller of a residential property located in Brooklyn, NY. The purchase price was $900,000.00. On December 21, 2023, the firm’s Real Estate practice group represented the tenant in a lease for office space located in New York, NY. On December 21, 2023, the firm’s Real Estate practice group represented the landlord in a lease amendment for a five and one half year extended term of an approximately 8,580 square foot space in the US Steel Office. On December 21, 2023, the firm’s Real Estate practice group represented the landlord in a lease amendment with for a five and one half year extended term of an approximately 29,313 square foot space in the US Steel Office. On December 27, 2023, the firm’s Real Estate practice group represented the seller in the sale of a Chili’s out-parcel at a shopping center located in Merced, CA. The sale price was $2,730,000.00. On December 31, 2023, the firm’s Real Estate practice group represented the landlord in an amendment to lease for property located in Hicksville, NY.
- [Ana Getiashvili Featured in Newsday – Paid Family Leave Payout Maximum Increased for 2024](https://meltzerlippe.com/news/ana-getiashvili-featured-in-newsday-paid-family-leave-payout-maximum-increased-for-2024/): Ana Getiashvili, Co-Chair of Meltzer Lippe’s Labor & Employment practice group spoke to Newsday to discuss the key differences between New York’s Paid Family Leave (PFL) and The Family Medical Leave Act (FMLA).
- [Managing Partner David Heymann Featured in LIBN: “Forecast for ’24”](https://meltzerlippe.com/news/managing-partner-david-heymann-featured-in-libn-forecast-for-24/): David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP provided insight on what Long Island business owners can expect to see in 2024 in the Long Island Business News special issue “Forecast for ’24.”
- [Nicholas P. Melito Featured in Newsday – How LI’s Economy Might Change in 2024](https://meltzerlippe.com/news/nicholas-p-melito-featured-in-newsday-how-lis-economy-might-change-in-2024/): Modest increases in the price of food and other staples, falling interest rates, a shortage of both affordable housing and workers and uneasy consumers – all will affect how fast Long Island’s $208 billion economy grows in 2024.
- [Meltzer Lippe Represents Seller in Sale of Technology Company to Motorola](https://meltzerlippe.com/news/meltzer-lippe-represents-seller-in-sale-of-technology-company-to-motorola/): The Corporate Practice Group at Meltzer, Lippe, Goldstein & Breitstone, LLP recently represented IPVideo in connection with the sale of its business to Motorola Solutions. IPVideo, a long-time client of the firm based in Bay Shore, New York, is the creator of the HALO Smart Sensor, an all-in-one intelligent sensor that detects real-time health and safety threats. The representation was broad ranging involving many of Meltzer Lippe’s practice areas and included representing the Company and all of its equity owners during an intense and complex sale process.
- [Esta Algava-Czik Highlighted in LIBN Who’s Who in Commercial & Residential Real Estate Law](https://meltzerlippe.com/news/esta-algava-czik-highlighted-in-libn-whos-who-in-commercial-residential-real-estate-law/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Esta Algava-Czik, Partner in Meltzer Lippe’s Real Estate practice group has been selected as one of Long Island Business News’ 2023 Who’s Who in Commercial & Residential Real Estate Law.
- [Meltzer Lippe Named a Best Place to Work on Long Island by LIBN](https://meltzerlippe.com/news/meltzer-lippe-named-a-best-place-to-work-on-long-island-by-libn/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that it has been recognized as one of the 2023 Best Places to Work on Long Island by Long Island Business News.
- [Meltzer Lippe Foundation Supports 15th Annual Bethpage Turkey Drive for Island Harvest](https://meltzerlippe.com/news/meltzer-lippe-foundation-supports-15th-annual-bethpage-turkey-drive-for-island-harvest/): The Meltzer Lippe Foundation, the charitable arm of the Firm, is proud to be a supporter of the 15th Annual Bethpage Turkey Drive for Island Harvest Food Bank. Meltzer Lippe has been working in partnership with Island Harvest since 2013 to help support those who are facing food insecurity on Long Island. Members from our team will also be helping to distribute meals with Island Harvest Food Bank for the Thanksgiving holiday.
- [Meltzer Lippe Featured in Long Island Business News Cover Story – Fighting Hatred](https://meltzerlippe.com/news/meltzer-lippe-featured-in-long-island-business-news-cover-story-fighting-hatred/): David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP was featured in the Long Island Business News cover story “Fighting Hatred” on Friday, November 17, 2023.
- [Real Estate Transactions for October 2023](https://meltzerlippe.com/news/real-estate-transactions-for-october-2023/): On October 6, 2023, the firm’s Real Estate practice group represented the seller in the sale of an office/warehouse property located in Katy, TX. The sale price was $14,000,000.00.  On October 10, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Thousand Oaks, CA. The sale price was $27,500,000.00. On October 11, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of an urgent care medical center located in Newport News, VA. The purchase price was $1,800,000.00.  On October 12, 2023, the firm’s Real Estate practice group represented the landlord in a lease of an approximately 5,400 square foot space in a commercial office building located in Tarrytown, NY. On October 17, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a property that is part of an assemblage located in New City, NY. The purchase price was $640,000.00.  On October 19, 2023, the firm’s Real Estate practice group represented the purchaser of a residential property in Deposit, NY. The purchase price was $300,000.00. On October 19, 2023, the firm’s Real Estate practice group represented the purchaser of a residential property in Redding, CT. The purchase price was $1,550,000.00.
- [Managing Partner David Heymann Featured in Long Island Business News: LI Law Firms Call on Law Schools to Address Campus Antisemitism](https://meltzerlippe.com/news/managing-partner-david-heymann-featured-in-long-island-business-news-li-law-firms-call-on-law-schools-to-address-campus-antisemitism/): David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP was featured in the Long Island Business News story on Friday, November 10, 2023, highlighting the letter urging law schools to address campus antisemitism.
- [9 LI Leading Law Firms Join Meltzer Lippe in Signing Letter to Law School Deans](https://meltzerlippe.com/news/8-li-leading-law-firms-join-meltzer-lippe-in-signing-letter-to-law-school-deans/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that it has been joined by nine other Long Island based law firms in signing a letter urging law schools to denounce anti-Semitic conduct and violence. We stand with our fellow law firms against discrimination in all forms and remain committed to an inclusive and equitable world, within our firm, within the legal profession and in the communities in which we serve.
- [Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group Featured in WealthManagement.com](https://meltzerlippe.com/news/avi-z-kestenbaum-co-chair-of-meltzer-lippes-trusts-estates-practice-group-featured-in-wealthmanagement-com-5/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Philanthropists Are Pulling the Plug on Donations to Major Universities.” Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give. Hear from Avi: .
- [David A. Bamdad Named to Long Island Business News’ 40 Under 40](https://meltzerlippe.com/news/david-a-bamdad-named-to-long-island-business-news-40-under-40/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that David A. Bamdad, Partner and Chair of the firm’s Trust & Estate Litigation practice group has been named to Long Island Business News’ 40 Under 40 list. Since 1998, Long Island Business News has been honoring future leaders of Long Island under 40 years old who have already begun to distinguish themselves in business, government, education and the not-for-profit sector.
- [Construction Attorney Susan Pew Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/construction-attorney-susan-pew-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Susan Pew to the firm’s Construction practice group as an Associate. Susan assists clients in a variety of construction law matters, including contract disputes and lien law actions. Prior to joining the firm, Susan briefly worked for a general contracting firm where she assisted in drafting contracts, managing insurance policies, and working with subcontractors on a variety of construction projects.
- [David A. Bamdad Recognized in Long Island Business News’ Leadership in Law Program](https://meltzerlippe.com/news/david-a-bamdad-recognized-in-long-island-business-news-leadership-in-law-program/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that David A. Bamdad, Partner and Chair of the firm’s Trust & Estate Litigation practice group has been recognized in Long Island Business News’ Leadership in Law program.
- [Real Estate Transactions for September 2023](https://meltzerlippe.com/news/real-estate-transactions-for-september-2023/): On September 6, 2023, the firm’s Real Estate practice group represented the borrower in the following SBA guaranteed loans from TD Bank: (i) a $1,000,000.00 term loan with TD Bank, N.A. and (ii) a $485,000.00 express line of credit. On September 11, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of property located in Syosset, NY. The purchase price was $2,380,000.00. On September 13, 2023, the firm’s Real Estate practice group represented the seller in the sale of property located in Woodbury, NY. The sale price was $740,000.00.  On September 20, 2023, the firm’s Real Estate practice group represented the seller in the sale of property located in Aurora, IL. The sale price was $675,000.00. On September 20, 2023, the firm’s Real Estate practice group represented the seller of a condominium in Manhasset, NY. The purchase price was $1,215,000.00. On September 21, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in St. Petersburg, FL. The sale price was $37,800,000.00.  On September 22, 2023, the firm’s Real Estate practice group represented the seller of a residential property in Great Neck, NY. The purchase price was 2,200,000.00. On September 27, 2023, the firm’s Real Estate practice group represented the seller of a condominium unit in New York, NY. The purchase price was $850,000.00. On September 28, 2023, the firm’s Real Estate practice group represented the tenant in a lease for a service station located in Maspeth, NY.  On September 28, 2023, the firm’s Real Estate practice group represented the seller in the sale of a 20 story office building containing approximately 325,000 square feet located in Philadelphia, PA. The sale price was $26,250,000.00. On September 28, 2023, the firm’s Real Estate practice group represented the landlord in a sublease amendment and sale of ground lease and sublease to ground landlord of a Whole Foods in a building located in Sonoma, CA. On September 29, 2023, the firm’s Real Estate practice group represented the seller in the sale of property located in Pearland, TX. The sale price was $875,000.00.  On September 29, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Chipotle and Five Guys located in Pooler, GA. The purchase price was $4,105,000.00.  On September 29, 2023, the firm’s Real Estate practice group represented the seller in the sale of a former Nevele resort and now vacant property located in Wawarsing, NY. The sale price was $5,000,000.00. Seller also provided purchase money financing in the amount of $3,050,000.00.
- [Corporate Attorney Christopher M. Armstrong Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/corporate-attorney-christopher-m-armstrong-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Christopher M. Armstrong to the firm’s Corporate Practice Group as a Partner. Chris is a transactional and tax attorney with experience representing private and public companies in connection with various business and finance transactions, including mergers and acquisitions, equity and debt financings, corporate governance, securities and regulatory compliance, company formation, corporate restructurings and general business law.
- [15 Meltzer Lippe Attorneys Featured in 2023 New York Metro Super Lawyers](https://meltzerlippe.com/news/15-meltzer-lippe-attorneys-featured-in-2023-new-york-metro-super-lawyers/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that 15 attorneys were named to the 2023 New York Metro Super Lawyers List and 6 were named 2023 New York Metro Rising Stars. The Super Lawyers list, a publication of Thomson Reuters, is a rating service of outstanding lawyers from more than 70 practice areas. A description of the selection methodology can be found at superlawyers.com.
- [Real Estate Transactions for August 2023](https://meltzerlippe.com/news/real-estate-transactions-for-august-2023/): On August 4, 2023, the firm’s Real Estate practice group represented the borrowers in the modification of their existing loans in connection with the restructuring of 345 East 62nd Street Associates LLC. On August 4, 2023, the firm’s Real Estate practice group represented the borrowers in the loan modifications of (i) a senior loan secured by property located at 817 Broadway, New York, NY and (ii) a mezzanine loan secured by a pledge in the interest in the property owner.  On August 9, 2023, the firm’s Real Estate practice group represented the borrower in a $7,200,000.00 loan modification secured by property located in New York, NY. On August 14, 2023, the firm’s Real Estate practice group represented the borrower in a $1,500,000.00 loan secured by the properties located in New York, NY and Barryville, NY. On August 15, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a condominium unit located in New York, NY. The purchase price was $2,820,000.00.  On August 16, 2023, the firm’s Real Estate practice group represented the landlord in a 10-year extension of an existing lease for a CVS located in Maspeth, NY.  On August 16, 2023, the firm’s Real Estate practice group represented the seller of a commercial building in Queens, NY. The purchase price was $750,000. On August 22, 2023, the firm’s Real Estate practice group represented the seller in the sale of a Publix supermarket property located in Tampa, FL. The sale price was $1,905,000.00. On August 22, 2023, the firm’s Real Estate practice group represented the seller in the sale of an office building located in Whippany, NJ. The sale price was $22,070,000.00. On August 22, 2023, the firm’s Real Estate practice group represented the tenant in a lease for office space located in New York, NY.  On August 28, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of property located in Old Saybrook, CT. The purchase price was $5,900,000.00.  On August 30, 2023, the firm’s Real Estate practice group represented the seller in the sale of property located in Woodbury, NY. The sale price was $1,350,000.00.  On August 31, 2023, the firm’s Real Estate practice group represented the seller in the sale of a property located in New York, NY. The sale price was $22,000,000. On August 31, 2023, the firm’s Real Estate practice group represented the lender in (i) a $922,500.00 mortgage loan secured by a commercial/industrial property located in Tonawanda, NY; (ii) a $855,000.00 mortgage loan secured by a commercial/industrial property located in Churchville, NY; and (iii) a $600,000.00 mortgage loan secured by a commercial/industrial property located in LeRoy, NY.
- [Trusts & Estates Attorney Richard H. Lewis Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-richard-h-lewis-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Richard H. Lewis to the firm’s Trusts & Estates and Private Wealth & Taxation practice groups as a Partner. Rick handles estate planning and corporate/business transactions. He has been advising privately held businesses for more than 30 years and brings to his estate planning and business practice expertise in succession planning for family-owned and privately-held businesses.
- [Lori A. Sullivan Highlighted in LIBN Who’s Who 2023: Women in Professional Services](https://meltzerlippe.com/news/lori-a-sullivan-highlighted-in-libn-whos-who-2023-women-in-professional-services/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Lori A. Sullivan, Partner in the firm’s Trusts & Estates and Trust & Estate Litigation practice groups has been selected as one of Long Island Business News’ 2023 Who’s Who: Women in Professional Services.
- [Real Estate Transactions for July 2023](https://meltzerlippe.com/news/real-estate-transactions-for-july-2023/): On July 5, 2023, the firm’s Real Estate practice group represented the tenant in a lease for office space located in Valhalla, NY.  On July 6, 2023, the firm’s Real Estate practice group represented the landlord in a lease for space located at 817 Broadway, New York, NY.  On July 7, 2023, the firm’s Real Estate practice group represented the lender in a $16,100,000.00 loan secured by a commercial property which will be owner occupied pursuant to a lease between the borrower and its affiliate, and will be used to store and perform maintenance on the cranes located in Maspeth, NY. On July 26, 2023, the firm’s Real Estate practice group represented the landlord in a 10 year lease extension for 15,000 square feet of office space in the building located at 600 Grant Street, Pittsburgh, PA. On July 28, 2023, the firm’s Real Estate practice group represented the borrower in (i) a $1,000,000.00 loan secured by the property located in Philadelphia, PA and (ii) a $1,500,000.00 loan secured by the property located in New York, NY. On July 31, 2023, the firm’s Real Estate practice group represented the borrower in a $16,500,000.00 loan secured by properties located at 917-921 Lincoln Avenue, 925-929 Lincoln Avenue, 1121 Lincoln Avenue, Holbrook and 2201-2211 Fifth Avenue, Ronkonkoma, NY.
- [20 Meltzer Lippe Attorneys Included in the 30th Edition of The Best Lawyers in America/Best Lawyers: Ones to Watch](https://meltzerlippe.com/news/20-meltzer-lippe-attorneys-included-in-the-30th-edition-of-the-best-lawyers-in-america-best-lawyers-ones-to-watch/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that 8 attorneys were selected for inclusion in the prestigious 2024 edition of Best Lawyers in America and 12 Meltzer Lippe attorneys were included in Best Lawyers in America: Ones to Watch.
- [Trusts & Estates Attorney Jodi Lipka Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-jodi-lipka-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Jodi Lipka to the firm’s Trusts & Estates practice groups as Counsel. Jodi counsels high net worth foreign and domestic individuals with respect to all aspects of estate, gift, and charitable planning. Jodi drafts sophisticated wills, revocable and irrevocable trusts, and charitable trusts.
- [Meltzer Lippe’s Trusts & Estates July Newsletter](https://meltzerlippe.com/news/meltzer-lippes-trusts-estates-july-newsletter/): On behalf of Meltzer Lippe’s Private Wealth & Taxation and Trusts & Estates Practice Groups, it is our pleasure to share with our clients, friends and colleagues the first edition of the Trusts & Estates E-Newsletter. This edition features articles on a variety of recent developments in the private wealth sphere.
- [Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group Featured in Wall Street Journal](https://meltzerlippe.com/news/wall-street-journal-splitting-a-second-home-with-family-or-friends-get-a-lawyer/): Buying a vacation home with family or friends might seem great on paper. Often, those who do so regret the decision. Home buyers who split the purchase of a vacation spot with family or friends say they are doing so to cope with high mortgage rates, steep home prices or rising home-repair costs. Others are inheriting vacation property as more of their baby-boomer parents die. In both cases, homeowners say disputes about house guests, repairs and maintenance threaten to spoil the arrangement. Conflicts over the homes can ruin friendships and split up families, while co-owners sometimes end up in legal battles.
- [Meltzer Lippe and Mary P. O’Reilly Recognized for the Second Time in Chambers 2023 High Net Worth Rankings](https://meltzerlippe.com/news/meltzer-lippe-and-mary-p-oreilly-recognized-for-the-second-time-in-chambers-2023-high-net-worth-rankings/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that for the second time, the firm has been included in the 2023 Chambers and Partners High Net Worth rankings for Private Wealth Law in the Mid-Market – New York. Meltzer Lippe was recognized with Band 2 rankings. Meltzer Lippe’s Private Wealth group, chaired by Stephen M. Breitstone, Avi Z. Kestenbaum and Mary P. O’Reilly, is nationally recognized and a leader in complex estate planning.
- [Michael H. Masri to be Honored at the 27th Annual WE CARE Golf & Tennis Classic](https://meltzerlippe.com/news/michael-h-masri-to-be-honored-at-the-27th-annual-we-care-golf-tennis-classic/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Michael H. Masri, Partner in the firm’s Litigation, Labor & Employment and Social Media, Software & Privacy practice groups will be honored at the 27th Annual WE CARE Golf & Tennis Classic on Monday, September 18, 2023.
- [Real Estate Transactions for June 2023](https://meltzerlippe.com/news/real-estate-transactions-for-june-2023/): On June 1, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Walgreens located in Bean Station, TN. The purchase price was $1,850,000.00.  On June 1, 2023, the firm’s Real Estate practice group represented the seller in the sale of a cooperative unit located in New York, NY. The sale price was $3,700,000.00. On June 6, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Dollar General located in Troy, Missouri. The purchase price was $1,630,000.00.  On June 7, 2023, the firm’s Real Estate practice group represented the seller in the sale of a vacant office building located in New York, NY. The sale price was $28,500,000.  On June 7, 2023, the firm’s Real Estate practice group represented the seller in the sale of property which was a former Long John Silver’s Restaurant and its surrounding land located in Marshall, TX. The sale price was $75,000.00. On June 13, 2023, the firm’s Real Estate practice group represented the landlord in a lease for 6,000 square feet located in a building in Pittsburgh, PA. On June 14, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Walgreens located in, Gainesville, GA. The purchase price was $4,785,000.00.  On June 14, 2023, the firm’s Real Estate practice group represented the landlord in a lease amendment for space located in New York, NY for a venture capital company which already has a full floor in the building for office space, taking an additional 4,896 square feet on a contiguous floor for office space. On June 22, 2023, the firm’s Real Estate practice group represented the seller of a cooperative unit in New York, NY. The sale price was $1,425,000. On June 27, 2023, the firm’s Real Estate practice group represented the seller of a shopping center located in El Cajon, CA. The sale price was $28,500,000.
- [Stuart Rabinowitz to be Honored at the Sunrise Association 17th Annual Mildred & Samuel Levine Memorial Golf Classic](https://meltzerlippe.com/news/stuart-rabinowitz-to-be-honored-at-the-sunrise-association-17th-annual-mildred-samuel-levine-memorial-golf-classic/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Stuart Rabinowitz, Senior Counsel to the firm and Sunrise Association Board Member will be honored at the 17th Annual Mildred & Samuel Levine Memorial Golf Classic on Monday, August 7, 2023.
- [Corporate Attorney Thomas J. Waldron Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/corporate-attorney-thomas-j-waldron-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Thomas J. Waldron to the firm's Corporate/Business practice group as an Associate.
- [Managing Partner David Heymann Featured in Long Island Business News Cover Story – How Stress is Damaging our Workforce](https://meltzerlippe.com/news/managing-partner-david-heymann-featured-in-long-island-business-news-cover-story-how-stress-is-damaging-our-workforce/): David Heymann, Managing Partner of Meltzer, Lippe, Goldstein & Breitstone, LLP was featured in the Long Island Business News cover story on Friday, June 9, 2023.
- [Meltzer, Lippe, Goldstein & Breitstone, LLP Welcomes Our 2023 Summer Associates](https://meltzerlippe.com/news/meltzer-lippe-goldstein-breitstone-llp-welcomes-our-2023-summer-associates/): Meltzer, Lippe, Goldstein & Breitstone, LLP is delighted to welcome the following 2L Summer Associates to the Firm through our Summer Associate Program:
- [Trusts & Estates Attorney Olivia R. Porter Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-olivia-r-porter-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Olivia R. Porter to the firm’s Trusts & Estates, Trust & Estate Litigation and Mental Health, Guardianship & Elder Law Litigation practice groups as an Associate.
- [Real Estate Transactions for May 2023](https://meltzerlippe.com/news/real-estate-transactions-for-may-2023/): On May 10, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Fairfax, VA. The sale price was $39,200,000. On May 10, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Warrenton, VA. The sale price was $10,000,000. On May 10, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Manchester, NH. The sale price was $10,650,000. On May 18, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of three lots comprised of residential and vacant land located in East Atlantic Beach, NY. The purchase price collectively was $3,000,000.  On May 22, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Krispy Kreme located in Evergreen Park, IL. The purchase price was $3,400,000.00.  On May 24, 2023, the firm’s Real Estate practice group represented the seller of a condominium unit in New York, NY. The sale price was $6,200,000. On May 24, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Orlando, FL. The sale price was $26,650,000.
- [Meltzer Lippe Represents Seller in Sale of Facility Management Services Business](https://meltzerlippe.com/news/meltzer-lippe-represents-seller-in-sale-of-facility-management-services-business/): The Corporate Practice Group at Meltzer, Lippe, Goldstein & Breitstone, LLP recently represented a client in connection with the sale of its business. The client provides facility, project and program management services to clients across the United States in all commercial sectors. The fast-paced transaction with a private equity firm on the buy side, that also involved an “F” reorganization, was closed less than two months following the execution of a Letter of Intent. The consideration received by the client included cash and rollover equity.  Aside from representing the company since its inception, the Firm represented the owners in their previous sale of a company in the same line of business approximately 10 years ago.
- [Litigation Attorney Kimberly A. Oringer Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/litigation-attorney-kimberly-a-oringer-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Kimberly A. Oringer to the firm’s Litigation practice group as an Associate.
- [Mary P. O’Reilly Elected to the American College of Trust and Estate Counsel (ACTEC)](https://meltzerlippe.com/news/mary-oreilly-elected-to-the-american-college-of-trust-and-estate-counsel-actec/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Mary P. O’Reilly, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group, has been elected a Fellow of The American College of Trust and Estate Counsel (ACTEC). With less than 3,000 Fellows worldwide, Mary joins an elite group of trust and estate attorneys and law professors elected by other Fellows based on outstanding reputation, exceptional skill, and substantial contributions to the field. Mary is one of 23 individuals elected to join the 2023 class of Fellows.
- [Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group Featured in WealthManagement.com](https://meltzerlippe.com/news/avi-z-kestenbaum-co-chair-of-meltzer-lippes-trusts-estates-practice-group-featured-in-wealthmanagement-com-4/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group was featured in WealthManagement.com in an article titled “Is Blood Really Thicker Than Water?” What happens if your client wants to leave assets to friends rather than relatives? Hear from Avi: .
- [Real Estate Chair Gary M. Meltzer Named to LI Press’ Real Estate Power Players List](https://meltzerlippe.com/news/real-estate-chair-gary-m-meltzer-named-to-li-press-real-estate-power-players-list/): Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that Gary M. Meltzer, Chair of Meltzer Lippe’s Real Estate practice group has been named a Real Estate Power Player by the Long Island Press. The 2023 Power Players in Real Estate list recognizes those at the forefront of Long Island’s real estate industry.
- [Managing Partner David Heymann to be Honored at HIA-LI’s 44th Annual Golf Outing](https://meltzerlippe.com/news/managing-partner-david-heymann-to-be-honored-at-hia-lis-44th-annual-golf-outing/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Managing Partner David Heymann will be honored at HIA-LI's 44th Annual Golf Outing. The event will be held on Monday, July 17, 2023 at the Nissequogue Country Club in St. James.
- [Real Estate Transactions for March 2023](https://meltzerlippe.com/news/real-estate-transactions-for-march-2023/): On March 1, 2023, the firm’s Real Estate practice group represented the lender in a payoff and release of assignment of mortgage in respect of property located in Westbury, NY. On March 3, 2023, the firm’s Real Estate practice group represented the purchaser in the acquisition of a Walgreens located in Minneapolis, MN. The purchase price was $6,600,000.00.  On March 14, 2023, the firm’s Real Estate practice group represented the landlord in a lease for restaurant space of approximately 6,000 square feet located at 817 Broadway, New York, NY. On March 15, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in Layton, UT. The sale price was $9,700,000.00. On March 20, 2023, the firm’s Real Estate practice group represented the tenant in a lease with RXR for space located in New York, NY.
- [Real Estate Transactions for February 2023](https://meltzerlippe.com/news/real-estate-transactions-for-february/): On February 1, 2023, the firm’s Real Estate practice group represented the seller in the sale of a shopping center located in East Northport, NY. The sale price was $35,500,000.00. On February 1, 2023, the firm’s Real Estate practice group represented the landlord in a lease of an approximately 500,000 square foot commercial office/warehouse building located in Katy, Texas to a national tenant pursuant to the terms of a 15 year net lease. On February 1, 2023, the firm’s Real Estate practice group represented the landlord in a lease of an approximately 8,500 square foot space in the US Steel Office Building to a national construction company for a term of 10 years. On February 2, 2023, the firm’s Real Estate practice group represented the seller in the sale of 15 shopping center properties located in Arizona, Illinois, Indiana, Nebraska, Ohio, Tennessee, Texas and Wisconsin. The sale price was $193,000,000.00. On February 10, 2023, the firm’s Real Estate practice group represented the borrower in a $5,000,000.00 loan secured by a strip shopping center located in North Massapequa, NY. On February 14, 2023, the firm’s Real Estate practice group represented the seller in the sale of a commercial property located in Hewlett Harbor, NY. The sale price was $1,495,000.00.  On February 16, 2023, the firm’s Real Estate practice group represented the landlord in a lease for space located at 817 Broadway, New York, NY. The venture capital company which already has a full floor in the building for office space took an additional 1,610 square feet on a contiguous floor for office space. On February 17, 2023, the firm’s Real Estate practice group represented the borrower in a $30,000,000.00 loan secured by an office building located in Stamford, CT. On February 22, 2023, the firm’s Real Estate practice group represented the borrower in a loan modification secured by industrial property located in Morristown, NJ.
- [Trusts & Estates Attorney Anthony K. Khatchoui Joins Meltzer, Lippe, Goldstein & Breitstone, LLP](https://meltzerlippe.com/news/trusts-estates-attorney-anthony-k-khatchoui-joins-meltzer-lippe-goldstein-breitstone-llp/): Meltzer, Lippe, Goldstein & Breitstone, LLP welcomes Anthony K. Khatchoui to the firm’s Trusts & Estates and Private Wealth & Taxation practice groups as an Associate.
- [Meltzer Lippe Represents Seller in Sale of School Supply Business](https://meltzerlippe.com/news/meltzer-lippe-represents-seller-in-sale-of-school-supply-business/): The Corporate Practice Group at Meltzer, Lippe, Goldstein & Breitstone, LLP recently represented a client in connection with the sale of its business. The client manufactured, distributed and sold office and school supplies, art and crafts products and accessories throughout the United States. What made the matter difficult was the insistence by the buyer that our client continue to run the business for the sole benefit of the buyer for a period of nearly a year following the closing. We had to work closely with our client to ensure that he was not taking on risks that should not be his following a sale of the business.
- [Meltzer Lippe Adds to its Preeminent Trusts & Estates Group; Welcomes Experienced Trusts & Estates Litigation Attorney Lori A. Sullivan](https://meltzerlippe.com/news/meltzer-lippe-adds-to-its-preeminent-trusts-estates-group-welcomes-experienced-trusts-estates-litigation-attorney-lori-a-sullivan/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Lori A. Sullivan has joined the firm as a Partner in the firm’s Trust & Estate Litigation practice group.
- [David A. Bamdad, Chair of Meltzer Lippe’s Trust & Estate Litigation Practice Group Featured in IREON Member Spotlight](https://meltzerlippe.com/news/david-a-bamdad-chair-of-the-firms-trust-estate-litigation-practice-group-featured-in-ireon-member-spotlight/): David A. Bamdad, Chair of the firm’s Trust & Estate Litigation practice group, was featured in the latest IREON Member Spotlight by the New York Real Estate Journal.
- [Meltzer Lippe Obtains Significant Victory Impacting Hospitality Industry](https://meltzerlippe.com/news/meltzer-lippe-obtains-significant-victory-impacting-hospitality-industry/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to have secured a significant victory in the New York Supreme Court Appellate Division - Second Department. Culminating a near seven year legal battle, Meltzer Lippe’s labor and employment group obtained a decision dismissing a class action case in its entirety. The decision will have a significant impact on the New York hospitality industry and, in particular, hotels that engage with staffing agencies in connection with banquet events.

## Podcasts
- [No Contest Clauses – Do They Really Prevent Estate Litigation?](https://meltzerlippe.com/podcasts/no-contest-clauses-do-they-really-prevent-estate-litigation/)
- [AI – The Good, The Bad and The Ugly](https://meltzerlippe.com/podcasts/ai-the-good-the-bad-and-the-ugly/)
- [A Primer on M&A Transactions](https://meltzerlippe.com/podcasts/meltzer-lippe-briefly-speaking-a-primer-on-ma-transactions/)
- [Business Bankruptcy Considerations](https://meltzerlippe.com/podcasts/business-bankruptcy-considerations/)
- [Don’t Just Move—A Discussion for Leaving NY Taxes Behind](https://meltzerlippe.com/podcasts/dont-just-move-a-discussion-for-leaving-ny-taxes-behind/)
- [SEC Regulatory Insights](https://meltzerlippe.com/podcasts/sec-regulatory-insights/)

## Policies
- [Disclaimer/Privacy Notice](https://meltzerlippe.com/policies/disclaimer/): DISCLAIMER NOTICE
- [Terms of Use](https://meltzerlippe.com/policies/terms/): Acceptance of the Terms of Use
- [Accessibility Statement](https://meltzerlippe.com/policies/accessibility/): Meltzer, Lippe, Goldstein & Breitstone LLP (“MLGB”) has an ongoing commitment to achieving the highest levels of satisfaction for all aspects of its customers’ online experiences. As part of these efforts, MLGB is dedicated to offering a quality online experience at its website meltzerlippe.com (the “Website”) to customers with disabilities that is full and equal to that provided to customers without disabilities.
- [Privacy Policy](https://meltzerlippe.com/policies/privacy/): Meltzer, Lippe, Goldstein & Breitstone, LLP (“Company”, “we”, “our” or “us”) respects your privacy and is committed to protecting it through our compliance with this Privacy Policy (the “Policy”). The Sites are intended to be a safe environment for anyone who accesses and/or uses them. This Policy describes the types of information we may collect from you or that you may provide when you visit the Company’s website located at https://meltzerlippe.com (our “Website”) or any of our social media accounts or webpages (the “Social Media Sites”) and our practices for collecting, processing, using, retaining, protecting, and disclosing that information. As used in this Policy, the word “Sites” shall include the Company’s Website, Social Media Sites, and any applications or platforms offered by the Company. By using the Company’s Sites, you consent to the collection, processing, use, retention, protection and disclosure of your information by Company as described in this Policy. You shall also be subject to any additional terms posted with respect to individual sections of the Company’s Sites, which also govern your use of the Company’s Sites. These additional terms include without limitation the Terms of Use located at: https://meltzerlippe.com/policies/terms (the “Terms of Use”) for the Company’s Sites. In addition, you agree to be bound by the terms and conditions, privacy policy and/or other policies (the “Social Media Platform Rules”) of any of the social media websites, platforms and applications on which the Company’s Social Media Sites reside.

## Practice Areas
- [Bankruptcy, Workouts & Creditors’ Rights](https://meltzerlippe.com/areas/bankruptcy-workouts-creditors-rights/): The Bankruptcy, Workouts & Creditors’ Rights Practice Group advises and represents financially distressed businesses of all types and in all industries including manufacturing, retail, distribution, e-commerce and real estate in all aspects of debtors’ and creditors’ rights in bankruptcy reorganization proceedings, out-of-court workouts and restructurings, liquidations and business wind-downs. Our attorneys regularly advise borrowers, senior and junior lenders and secured parties, equity interests, tenants and other parties in interest in single asset and multi-asset real estate restructurings and workouts.
- [Taxation](https://meltzerlippe.com/areas/taxation/): Meltzer Lippe’s Taxation practice advises individuals, fiduciaries, closely held businesses, real estate investors, private investment sponsors and institutional clients on a broad range of federal, state and international tax matters.
- [Construction](https://meltzerlippe.com/areas/construction/): The firm’s Construction Practice Group is a cornerstone of distinction, providing comprehensive legal support to clients across the construction industry. From real estate owners and developers to general contractors, subcontractors, suppliers, and construction managers, our attorneys bring unmatched experience to every aspect of construction law. We work closely with both private and business clients, tailoring our approach to meet their specific needs and ensuring their goals are achieved efficiently and effectively.
- [Corporate / Business](https://meltzerlippe.com/areas/corporate-business/): Our Corporate Practice Group offers clients experienced, business-savvy practitioners with well-rounded skill sets, including several C.P.A.’s, M.B.A’s, a former Chief Financial Officer, the former Director of Financial Operations for companies in the healthcare industry, the long-time former general counsel of Avis, and a former Senior Director at the New York Stock Exchange.
- [Elder Law](https://meltzerlippe.com/areas/elder-law/): The field of elder law is defined as the specialized field of law that addresses the diverse legal needs of aging populations. Meltzer Lippe’s Elder Law Practice Group, complimented by our Mental Health, Guardianship & Elder Law Litigation Practice Group is a team of attorneys uniquely qualified to address these legal matters.
- [Crisis Management, Investigations & Constitutional Law](https://meltzerlippe.com/areas/crisis-management-investigations-constitutional-law/): The Crisis Management, Investigations & Constitutional Law Practice Group (the "CMIC Group") handles all types of litigation, for individuals and publicly-traded and private companies, arising out of sophisticated financial transactions, fiduciary relationships, multi-party disputes, whistleblower assertions and other sensitive crisis-management situations. The Group also represents non-U.S. based companies and clients facing actual or threatened litigation, arbitration and other legal challenges in the U.S.  
- [Labor & Employment](https://meltzerlippe.com/areas/labor-employment/): Meltzer Lippe is home to a large, experienced Labor & Employment Practice Group. We are an integral component to the human resource chain and the first stop before taking action that impacts the employee – employer relationship.
- [Litigation](https://meltzerlippe.com/areas/litigation/): The attorneys in our Litigation Practice Group work under the precept that litigation must be rationally related to a client’s risk or reward. To turn this principle into a reality, our attorneys provide result-oriented advice drawn from their proven track record of handling complex cases to resolution. Matters are staffed with litigators who know all facets of the case, who keep the client informed as the matter progresses and who are responsive to any client inquiry or concerns.
- [Private Wealth, Estates & Trusts](https://meltzerlippe.com/areas/private-wealth-trusts-estates/): Meltzer Lippe’s Private Wealth, Estates & Trusts practice advises high-net-worth individuals, and families on the preservation and transfer of wealth across generations.
- [Real Estate](https://meltzerlippe.com/areas/real-estate/): The firm's Real Estate Practice Group is a national commercial transactional practice advising prominent developers, financial institutions, real estate investment firms, real estate investment trusts and private clients in the completion of sophisticated real estate transactions, as well as commercial lending and borrowing. The group includes all aspects of commercial real estate acquisitions and dispositions; 1031 exchanges, loan assumptions and defeasances; partnership and operating agreements; creating complex organizational structures; and representing lenders and borrowers in all facets of real estate lending and borrowing. Types of transactions include but are not limited to multi-state portfolio financings on the lending and borrowing sides; originating CMBS, life insurance company, mezzanine and bank loans; drafting and negotiating participation and inter-creditor agreements between lenders; debt restructurings; and drafting and negotiating forbearance agreements between lenders and borrowers.
- [Tax-Exempt Organizations](https://meltzerlippe.com/areas/tax-exempt-organizations/): The firm's Tax-Exempt Organizations Practice Group, combined with the firm’s nationally renowned tax practice, regularly represents tax-exempt organizations in the complicated area of charitable planning and the structuring and operations of nonprofit organizations under federal and state laws. For many, we act as general counsel in daily operations, while others turn to us on select matters arising from complex transactions and issues in dealing with for-profit entities, both tax and regulatory.
- [Trust & Estate Litigation](https://meltzerlippe.com/areas/trust-estate-litigation/): The firm's Trust & Estate Litigation Practice Group represents clients in trust and estate-related matters before the Surrogate’s Court and other trial and appellate courts. We represent our clients in will contests, compulsory and contested accounting proceedings, will and trust construction proceedings, discovery and turnover proceedings, proceedings to determine the validity of claims, guardianship matters and other miscellaneous proceedings.

## Events
- [Breakfast Seminar – Legal & Practical Considerations With Aging](https://meltzerlippe.com/event/breakfast-seminar-legal-practical-considerations-with-aging/): Join Elder Law Attorneys Debby Rosenfeld and Eva Schwechter for an informative presentation on the ABC's of Elder Law and Estate Planning. Learn about important documents in estate planning, long-term care planning, guardianship, and protecting assets.
- [ParkBridge Webinar # 2: The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address](https://meltzerlippe.com/event/parkbridge-webinar-2-the-most-important-and-overlooked-estate-planning-questions-that-ai-does-not-properly-address/): Speaker: Avi Z. Kestenbaum, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP
- [NBI:  New York Employment Law 2026](https://meltzerlippe.com/event/nbi-new-york-employment-law-2026/): Mel Grimaldi, a Partner in Meltzer Lippe’s Labor & Employment practice group, will present “State and Local Employment Laws Update” during the upcoming NBI online seminar, New York Employment Law 2026.
- [CE for Social Workers – Ethical Challenges & Professional Boundaries in Geriatric Care](https://meltzerlippe.com/event/ce-for-social-workers-ethical-challenges-professional-boundaries-in-geriatric-care/): Join us for an evening of education,networking, and exceptional dining at one of New York's most unique beachfront destinations. Presented by Jennifer Benjamon, CCM and Ronald Fatoullah, Esq.  
- [NYU:  Advanced International Taxation Conference (Day 2)](https://meltzerlippe.com/event/nyu-advanced-international-taxation-conference-day-2/): DEMYSTIFYING CARRIED INTERESTS
- [NYU:  Advanced International Taxation Conference (Day 1)](https://meltzerlippe.com/event/nyu-advanced-international-taxation-conference/): ADVANCED INCOME TAX STRATEGIES:  MANAGING PARTNERSHIP NEGATIVE CAPITAL ACCOUNTS  ON DEATH
- [UJA-Federation of New York Annual Sid Kess Continuing Legal Education Program](https://meltzerlippe.com/event/uja-federation-of-new-york-annual-sid-kess-continuing-legal-education-program/): Avi Z. Kestenbaum, Partner and Co-Chair of Meltzer Lippe’s Private Wealth, Estates & Trusts practice group, will lead a session on International Estate Planning at the Sid Kess CLE Program.
- [Town of North Hempstead Project Independence Senior Talk Radio](https://meltzerlippe.com/event/town-of-north-hempstead-project-independence-senior-talk-radio/): Guest Speaker- Elder Law and Estate Planning Attorney Ronald Fatoullah of Meltzer, Lippe, Goldstein & Breitstone, LLP
- [Creating a Roadmap for Peace of Mind](https://meltzerlippe.com/event/creating-a-roadmap-for-peace-of-mind/): An informative Panel Discussion for Aging Adults and their Adult Children.
- [NBI:  Dealing With Bad-Egg Employees: A Legal Guide](https://meltzerlippe.com/event/nbi-dealing-with-bad-egg-employees-a-legal-guide/): Jonathan Farrell, Partner & Co-Chair of the firm's Labor & Employment group, will lead an upcoming NBI presentation, Dealing with Bad-Egg Employees: A Legal Guide, offering practical insight into navigating complex workplace and employment issues employers face today.
- [1031 Exchanges & Other Tax Saving Techniques for Real Estate](https://meltzerlippe.com/event/1031-exchanges-other-tax-saving-techniques-for-real-estate/): An Exclusive Evening of Insight
- [ABA RPTE Virtual Symposium – Trust & Estate Track](https://meltzerlippe.com/event/aba-rpte-virtual-symposium-trust-estate-track/): Jerry M. Hesch, Counsel to Meltzer Lippe's Business & Real Estate Taxation Practice Group, will be presenting at the upcoming ABA RPTE Virtual Symposium – Trust & Estate Track, beginning February 10.
- [SHORTCODE FIX (DO NOT REMOVE)](https://meltzerlippe.com/event/shortcode-fix/)
- [NCCPAP Nassau/Suffolk Chapter 23rd Annual Accounting & Tax Symposium](https://meltzerlippe.com/event/nccpap-nassau-suffolk-chapter-23rd-annual-accounting-tax-symposium/): Mark E. Wilensky, Partner in Meltzer, Lippe, Goldstein & Breitston, LLP, Business & Real Estate Taxation Practice Group, will be presenting at the Long Island Tax Symposium sponsored by NCCPAP. Mark's presentation is titled: “Tax Planning 2025: Qualified Small Business Stock, Opportunity Zones, and Qualified Production Property.”
- [Notre Dame Tax & Estate Planning Institute](https://meltzerlippe.com/event/notre-dame-tax-estate-planning-institute-2/): Stephen M. Breitstone, Partner and Chair of the Private Wealth & Taxation Group at Meltzer, Lippe, Goldstein & Breitstone, LLP, will be speaking on ‘Real Estate Income Tax Strategies Estate Planners Need to Know and Evaluate’ at the Notre Dame Tax & Estate Planning Institute.
- [Notre Dame Tax & Estate Planning Institute](https://meltzerlippe.com/event/notre-dame-tax-estate-planning-institute/): Stephen M. Breitstone, Partner and Chair of the Private Wealth & Taxation Group at Meltzer, Lippe, Goldstein & Breitstone, LLP, will be speaking on 'Demystifying Estate Planning for Carried Interests of Fund Managers and Promoters' at the Notre Dame Tax & Estate Planning Institute.
- [The Jeremiah Long Memorial National Conference](https://meltzerlippe.com/event/the-jeremiah-long-memorial-national-conference/): Stephen M. Breitstone, Partner and Chairman of the Private Wealth & Taxation Group at Meltzer, Lippe, Goldstein & Breitstone, LLP, will be speaking at The Jeremiah Long Memorial National Conference on Like-Kind Exchanges Under Section 1031 I.R.C.
- [84th Institute on Federal Taxation – San Francisco](https://meltzerlippe.com/event/84th-institute-on-federal-taxation-san-francisco/): Stephen M. Breitstone, Partner and Chairman of Private Wealth & Taxation Group at Meltzer, Lippe, Goldstein & Breitstone, LLP, and Jerome M. Hesch, Counsel at the firm, will be presenting 'Demystifying Tax Planning when using Carried Interests for Fund Managers, Promoters and Developers' at the NYU Institute on Federal Taxation conference in San Francisco.
- [84th Institute on Federal Taxation – New York](https://meltzerlippe.com/event/84th-institute-on-federal-taxation-new-york/): Jerome M. Hesch, Counsel at Meltzer, Lippe, Goldstein & Breitstone, LLP, will be presenting 'Demystifying Tax Planning when using Carried Interests for Fund Managers, Promoters and Developers' at the NYU Institute on Federal Taxation in New York.
- [Avi Z. Kestenbaum to speak at ParkBridge Webinar # 5: “Business and Real Estate Succession Planning”](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-parkbridge-webinar-5-business-and-real-estate-succession-planning/): Avi Z. Kestenbaum, Co-Chair of Meltzer, Lippe, Goldstein & Breitstone, LLP's Trusts & Estates Practice Group, will be speaking at ParkBridge FALL Webinar# 5: “Business and Real Estate Succession Planning."
- [Max Rayetsky to moderate BUILDING NEW YORK Real Estate Developers Edition: Affordable Housing Development](https://meltzerlippe.com/event/max-rayetsky-to-moderate-building-new-york-real-estate-developers-edition-affordable-housing-development/): Max Rayetsky, Associate in the Construction Group at Meltzer Lippe, will be moderating a discussion panel at the NYCBA on affordable housing development featuring the following five affordable housing developers.
- [Max Rayestky to participate in Justice in New York: A Pro Bono Working Lunch](https://meltzerlippe.com/event/max-rayestky-to-participate-in-justice-in-new-york-a-pro-bono-working-lunch/): Max Rayestky, Associate in Meltzer Lippe's Construction Practice group, will join the St. John’s Law School Public Interest Center and Public Interest Law Students Association, the Alumni Association Alumnae Leadership Council Chapter, the Mattone Family Institute for Real Estate Law, and Dean Jelani Jefferson Exum for the Second Annual: Justice in New York: A Pro Bono Working Lunch
- [The REAL ESTATE DISCOVERY DAY – Hosted By Schuckman Realty](https://meltzerlippe.com/event/the-real-estate-discovery-day-hosted-by-schuckman-realty/): On June 17th, Schuckman Realty will be hosting Real Estate Discovery Day at The Shops on Broadway in Hicksville—a full-day symposium designed to educate, inspire, and connect the next generation of real estate professionals with leading voices in brokerage, development, law, finance, and architecture.
- [Jerome M. Hesch to present at the National Association of Estate Planners & Councils (NAEPC)](https://meltzerlippe.com/event/jerome-m-hesch-to-present-at-the-national-association-of-estate-planners-councils-naepc/): Jerome M. Hesch, Counsel to Meltzer, Lippe, Goldstein & Breitstone, LLP's Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will be presenting at NAEPC's Webinar on "Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner".
- [Stephen M. Breitstone and Jerome M. Hesch to speak at the NYU 83rd Institute on Federal Taxation in San Diego](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-the-nyu-83rd-institute-on-federal-taxation-in-san-diego/): Stephen M. Breitstone, Chair of the firm's Private Wealth and Taxation Practice along with Jerome M. Hesch counsel to the firm's Business & Real Estate Taxation, Trusts & Estates, Tax Exempt organization, and Private Wealth & Taxation Practice Groups to speak at the NYU 83rd Institute on Federal Taxation in San Diego
- [Mark E. Wilensky to speak at NCCPAP 22nd Annual Accounting and Tax Symposium](https://meltzerlippe.com/event/mark-e-wilensky-to-speak-at-nccpap-22nd-annual-accounting-and-tax-symposium/): Mark E. Wilensky, Partner at Meltzer Lippe Business & Real Estate Taxation Practice Group, will present at the NCCPAP 22nd Annual Accounting and Tax Symposium.
- [Edut 710, Special Presentation November 19th at 5pm](https://meltzerlippe.com/event/edut-710-special-presentation-november-19th-at-5pm/): Itay Ken-Tor is a co-founder of Edut 710 and its director of strategic partnerships and resource development at Edut 710. He is an award-winning filmmaker, educator, and cultural activist. He has directed and produced dozens of documentary films and series, winning numerous awards worldwide. Meltzer Lippe has been privileged and honored to assist Edut 710 with the formation of their U.S. charitable affiliate pro bono.
- [Andrew L. Baron to Speak at NYSBA Program – The Role of Discount in Valuing Multi-Tiered Businesses](https://meltzerlippe.com/event/andrew-l-baron-to-speak-at-nysba-program-the-role-of-discount-in-valuing-multi-tiered-businesses/): Andrew L. Baron, member of the firm’s Trusts & Estates and Business & Real Estate Taxation Practice Groups will be a speaker at the New York State Bar Association program – The Role of Discount in Valuing Multi-Tiered Businesses.
- [David C. Jacobson to Speak at Stafford Webinar – “Estate Planning for Private Equity and Real Estate Fund Managers”](https://meltzerlippe.com/event/david-c-jacobson-to-speak-at-stafford-webinar-estate-planning-for-private-equity-and-real-estate-fund-managers/): David C. Jacobson, member of the firm’s Trusts & Estates and Tax Exempt Organizations Practice Groups will present at the Strafford webinar entitled “Estate Planning for Private Equity and Real Estate Fund Managers.”
- [Debby Rosenfeld to Speak at National Business Institute Webinar – “Estate Planning in New York: From A to Z”](https://meltzerlippe.com/event/debby-rosenfeld-to-speak-at-national-business-institute-webinar-estate-planning-in-new-york-from-a-to-z/): Debby Rosenfeld, member of the firm’s Trusts & Estates and Elder Law Practice Groups will present at the National Business Institute’s webinar entitled, “Estate Planning in New York: From A to Z.” Debby will present “Special Needs Trusts and Medicaid Planning.”
- [Ronald Fatoullah to Speak at myLawCLE Webinar – “Using Income, Gifting & Non-countable Purchase Strategies to Ensure Medicaid Eligibility”](https://meltzerlippe.com/event/ronald-fatoullah-to-speak-at-mylawcle-webinar-using-income-gifting-non-countable-purchase-strategies-to-ensure-medicaid-eligibility/): Ronald Fatoullah, Chair of the firm’s Elder Law Practice Group will present at the myLawCLE webinar entitled, “Using Income, Gifting & Non-countable Purchase Strategies to Ensure Medicaid Eligibility.”
- [Avi Z. Kestenbaum to Speak at Yeshiva University & ParkBridge Symposium – Tax, Estate & Wealth Planning](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-yeshiva-university-parkbridge-symposium-tax-estate-wealth-planning/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group will be a speaker at the Tax, Estate & Wealth Planning Symposium hosted by Yeshiva University & ParkBridge Wealth Management. Avi will present “Estate and Tax Planning Opportunities and Pitfalls for U.S. Citizens and Residents (and Dual U.S./Israeli) who Own Assets or Have Descendants in Israel.”
- [Jerome M. Hesch and Stephen M. Breitstone to Participate in 50th Annual Notre Dame Tax & Estate Planning Institute](https://meltzerlippe.com/event/jerome-m-hesch-and-stephen-m-breitstone-to-participate-in-50th-annual-notre-dame-tax-estate-planning-institute/): Jerome M. Hesch, Counsel to the firm’s Private Wealth & Taxation Practice Group is the Director of the 50th Annual Notre Dame Tax & Estate Planning Institute scheduled to take place on September 25-27, 2024, in South Bend, Indiana.
- [Jerome M. Hesch to Speak at NYU Advanced Trusts and Estates Conference](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-nyu-advanced-trusts-and-estates-conference/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will present at the NYU School of Professional Studies Advanced Trusts and Estates Conference. Jerome is speaking on the “Use of Spreadsheet Modeling to Understandably Communicate the Benefits of Estate Planning Techniques.”
- [Avi Z. Kestenbaum to Speak at Women’s Bar Association of the State of New York – “International Estate Planning”](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-womens-bar-association-of-the-state-of-new-york-international-estate-planning/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group will be a speaker at the Trusts & Estates Committee at the Women’s Bar Association of the State of New York to present the CLE program “International Estate Planning.”
- [Stephen M. Breitstone to Speak at 28th Annual Jeremiah Long Memorial National Conference](https://meltzerlippe.com/event/stephen-m-breitstone-to-speak-at-28th-annual-jeremiah-long-memorial-national-conference/): Stephen M. Breitstone, Chair of the firm’s Private Wealth and Taxation Practice Group will speaking at the 28th Annual Jeremiah Long Memorial National Conference on Like-Kind Exchanges Under Section 1031 I.R.C. scheduled on October 23-25, 2024 in Nashville, TN.
- [Jerome M. Hesch to Speak at Los Angeles County Bar Association – “Using Installment Sales to Non-Grantor Trusts Instead of to a Grantor Trust”](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-los-angeles-county-bar-association-using-installment-sales-to-non-grantor-trusts-instead-of-to-a-grantor-trust/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will present at the Los Angeles County Bar Association’s program entitled, “Using Installment Sales to Non-Grantor Trusts Instead of to a Grantor Trust if an Appreciated Asset will be sold While The Grantor is Living.”
- [Ronald Fatoullah to Speak at National Business Institute Webinar – “Medicaid Planning: Tackling Tough Eligibility Scenarios”](https://meltzerlippe.com/event/ronald-fatoullah-to-speak-at-national-business-institute-webinar-medicaid-planning-tackling-tough-eligibility-scenarios/): Ronald Fatoullah, Chair of the firm’s Elder Law Practice Group will present at the National Business Institute’s webinar entitled, "Medicaid Planning: Tackling Tough Eligibility Scenarios."
- [Loretta M. Gastwirth to Moderate NYSBA Dispute Resolution Section Program – “Domestic Arbitration Award Extras: Awarding Fees, Costs and Interest – They Can Really Add Up Fast”](https://meltzerlippe.com/event/loretta-m-gastwirth-to-moderate-nysba-dispute-resolution-section-program-domestic-arbitration-award-extras-awarding-fees-costs-and-interest-they-can-really-add-up-fast/): Meltzer Lippe Partner and Co-Chair of the New York State Bar Association’s Dispute Resolution Section – Domestic Arbitration Committee Loretta M. Gastwirth will moderate the program, “Domestic Arbitration Award Extras: Awarding Fees, Costs and Interest – They Can Really Add Up Fast” on Thursday, June 6, 2024.
- [Ronald Fatoullah to Speak at Family First Home Companions Webinar – “Securing Peace of Mind: Financial Options for Quality Care in The Comfort of Your Home”](https://meltzerlippe.com/event/ronald-fatoullah-to-speak-at-family-first-home-companions-webinar-securing-peace-of-mind-financial-options-for-quality-care-in-the-comfort-of-your-home/): Ronald Fatoullah, Chair of the firm’s Elder Law Practice Group will present at the Family First Home Companions webinar entitled “Securing Peace of Mind: Financial Options for Quality Care in The Comfort of Your Home.”
- [Ronald Fatoullah to Speak at National Academy of Continuing Legal Education Webinar – “Understanding Financial Solutions While Planning for Possible Long Term Care”](https://meltzerlippe.com/event/ronald-fatoullah-to-speak-at-national-academy-of-continuing-legal-education-webinar-understanding-financial-solutions-while-planning-for-possible-long-term-care/): Ronald Fatoullah, Chair of the firm’s Elder Law Practice Group will present at the National Academy of Continuing Legal Education's webinar entitled, "Understanding Financial Solutions While Planning for Possible Long Term Care."
- [Jerome M. Hesch & Seth R. Kaplan to Speak at BNY Mellon Webinar – “The Income Tax & Estate Tax Benefits when using a Preferred Partnership with Encumbered Real Estate”](https://meltzerlippe.com/event/jerome-m-hesch-seth-r-kaplan-to-speak-at-bny-mellon-webinar-the-income-tax-estate-tax-benefits-when-using-a-preferred-partnership-with-encumbered-real-estate/): Meltzer Lippe Attorneys Jerome M. Hesch and Seth R. Kaplan will speak at BNY Mellon Wealth Management’s webinar entitled “The Income Tax & Estate Tax Benefits when using a Preferred Partnership with Encumbered Real Estate" on Tuesday, May 14, 2024.
- [Stephen M. Breitstone, Jerome M. Hesch & Seth R. Kaplan to Speak at Fiduciary Trust International Luncheon](https://meltzerlippe.com/event/stephen-m-breitstone-jerome-m-hesch-seth-r-kaplan-to-speak-at-fiduciary-trust-international-luncheon/): Meltzer Lippe Attorneys Stephen M. Breitstone, Jerome M. Hesch and Seth R. Kaplan will present “Increasing the Income Tax and Estate Tax Benefits for the Preferred Partnership with Encumbered Real Estate with Future Leveraging” at Fiduciary Trust International on Tuesday, May 21, 2024.
- [Jennifer M. Einersen to Moderate United Way Miami Professional Advisor Committee Spring Seminar](https://meltzerlippe.com/event/jennifer-m-einersen-to-moderate-united-way-miami-professional-advisor-committee-spring-seminar/): Jennifer M. Einersen, Associate in the firm’s Trusts & Estates, Private Wealth & Taxation and Tax Exempt Organizations Practice Groups will moderate United Way Miami’s Professional Advisor Committee Spring Seminar "Here Comes the Sunset - Let’s Give While We Live!" on Thursday, May 16, 2024. The panel will review strategies for effective estate planning solutions while mitigating potential missteps.
- [Ronald Fatoullah to Speak at National Business Institute Webinar – “Medicaid: Qualifying Clients for Immediate Care and Protecting Assets”](https://meltzerlippe.com/event/ronald-fatoullah-to-speak-at-national-business-institute-webinar-medicaid-qualifying-clients-for-immediate-care-and-protecting-assets/): Ronald Fatoullah, Chair of the firm’s Elder Law Practice Group will present at the National Business Institute’s webinar entitled, “Medicaid: Qualifying Clients for Immediate Care and Protecting Assets."
- [Stephen M. Breitstone to Speak at Shenkman Webinar – “Terminating an Estate Planning Prospect or a Client”](https://meltzerlippe.com/event/stephen-m-breitstone-to-speak-at-shenkman-webinar-terminating-an-estate-planning-prospect-or-a-client/): Stephen M. Breitstone, Chair of the firm’s Private Wealth and Taxation Practice Group will speak at the upcoming Shenkman Webinar entitled "Terminating an Estate Planning Prospect or a Client."
- [Mark E. Wilensky to Speak at Federation of Exchange Accommodators Mid-Year Meeting in Washington, DC](https://meltzerlippe.com/event/mark-e-wilensky-to-speak-at-federation-of-exchange-accommodators-mid-year-meeting-in-washington-dc-2/): Mark E. Wilensky, Partner in the firm’s Business & Real Estate Taxation Practice Group will be a speaker at the Federation of Exchange Accommodators' Mid-Year Meeting Program entitled “DST Land Sale Contracts as Section 1031 Replacement Property.”
- [Mary P. O’Reilly, Andrew L. Baron & Laura M. Brancato to Speak at 36th Annual American Bar Association RPTE National CLE Conference](https://meltzerlippe.com/event/mary-p-oreilly-andrew-l-baron-laura-m-brancato-to-speak-at-36th-annual-american-bar-association-rpte-national-cle-conference/): Meltzer Lippe Attorneys Mary P. O’Reilly and Andrew L. Baron and Laura M. Brancato will present at the American Bar Association’s 36th Annual Real Property, Trust, and Estate (RPTE) National CLE Conference on Thursday, May 9, 2024 in Washington, DC.
- [Jerome M. Hesch to Speak at American Bar Association 2024 May Tax Meeting](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-american-bar-association-2024-may-tax-meeting/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will be a speaker at the American Bar Association 2024 May Tax Meeting on Saturday, May 4, 2024 in Washington, DC. Jerome will present “Communicating Estate Planning Proposals Using Financial Modeling.”
- [Susan Pew to Speak at The Breslin Center’s ABA Forum on Construction Law & Networking Reception](https://meltzerlippe.com/event/susan-pew-to-speak-at-the-breslin-centers-aba-forum-on-construction-law-networking-reception/): Susan Pew, Associate in the firm’s Construction Practice Group will be a speaker at the ABA Forum on Construction Law & Networking Reception hosted by The Breslin Center for Real Estate Studies at the Maurice A. Deane School of Law.
- [Jonathan D. Farrell & Michael H. Masri to Speak at NCBA’s Labor & Employment April Committee Meeting](https://meltzerlippe.com/event/jonathan-d-farrell-michael-h-masri-to-speak-at-ncbas-labor-employment-april-committee-meeting/): Jonathan D. Farrell, Co-Chair of the firm’s Labor & Employment Practice Group and Michael H. Masri, Partner in the firm’s Litigation, Labor & Employment and Social Media, Software & Privacy Practice Groups will present at the Nassau County Bar Association’s April Labor & Employment Committee Meeting. Jonathan and Michael will present “Multi-Employer Pension Plan Withdrawal Liability: The Hidden Danger.”
- [Laura M. Brancato to Speak at Program Hosted by The Center for the Treatment and Study of Neuropsychiatric Disorders at Silver Hill Hospital](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-program-hosted-by-the-center-for-the-treatment-and-study-of-neuropsychiatric-disorders-at-silver-hill-hospital/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at The Center for the Treatment and Study of Neuropsychiatric Disorders Colloquium in Rome on Wednesday, April 10, 2024. Laura will present “Families in a Double Bind: The Need for Legal Advice in Navigating the Psychiatric Health System.”
- [David A. Bamdad to Speak at NYSBA Program – Evidence in Trust and Estate Litigation](https://meltzerlippe.com/event/david-a-bamdad-to-speak-at-nysba-program-evidence-in-trust-and-estate-litigation/): David A. Bamdad, Chair of the firm’s Trust & Estate Litigation Practice Group will be a speaker at the New York State Bar Association program – Evidence in Trust and Estate Litigation.
- [Jerome M. Hesch to Speak at 2024 Kettering Health Foundation Trust, Tax and Planning Strategies Seminar](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-2024-kettering-health-foundation-trust-tax-and-planning-strategies-seminar/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will be a speaker at the 2024 Kettering Health Foundation Trust, Tax and Planning Strategies Seminar on Thursday, April 25, 2024. Jerome will present “The Advisor's Guide to Charitable Giving, Organizations and Creative Structuring.”
- [Jerome M. Hesch to Speak at NYU Law Graduate Tax Program on Communicating Estate Planning Proposals Using Financial Modeling](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-nyu-law-graduate-tax-program-on-communicating-estate-planning-proposals-using-financial-modeling/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups will be a guest speaker at the NYU Law Graduate Tax Program to present on “Communicating Estate Planning Proposals Using Financial Modeling."
- [Christopher P. Hampton to Speak at National Business Institute Webinar – “OSHA’s New Reporting Requirements: Critical Updates”](https://meltzerlippe.com/event/christopher-p-hampton-to-speak-at-national-business-institute-webinar-oshas-new-reporting-requirements-critical-updates/): Christopher P. Hampton, Partner in the firm’s Labor & Employment Practice Group and Head of the firm’s OSHA Compliance Practice will present at the National Business Institute’s CLE webinar entitled, “OSHA's New Reporting Requirements: Critical Updates.” Starting in January 2024, employers in high-hazard industries with 100 or more employees will be required to submit information regarding illnesses and injuries electronically to the Occupational Safety and Health Administration (OSHA).
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at March ACTEC Meeting](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-march-actec-meeting/): Meltzer Lippe Attorneys and ACTEC Fellows Stephen M. Breitstone and Jerome M. Hesch will speak on "The Impact of Real Estate Refinancings of the Preferred Partnership" on Friday, March 8, 2024 at the ACTEC March Meeting in Phoenix, Arizona.
- [Michael H. Masri to Moderate Nassau County Bar Association Presentation Featuring Honorable Bruce R. Cozzens](https://meltzerlippe.com/event/michael-h-masri-to-moderate-nassau-county-bar-association-presentation-featuring-honorable-bruce-r-cozzens/): Michael H. Masri, Partner in the firm’s Litigation, Labor & Employment and Social Media, Software & Privacy Practice Groups will moderate a presentation at the Nassau County Bar Association (NCBA) featuring Honorable Bruce R. Cozzens, the presiding justice for the Nassau County trial part judge who assigns trial judges for both jury and non-jury trials. Judge Cozzens will discuss best practices for efficiently assigning a matter that is ready for trial and settlement negotiations. Michael is the current Vice Chair of the NCBA’s Commercial Litigation and former Chair of the Labor and Employment Committee.
- [Avi Z. Kestenbaum to Speak at ParkBridge Winter Webinar – “Estate Planning for U.S. Clients Who Own Assets and/or Have Descendants in Other Countries (with a special focus on Israel)”](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-parkbridge-winter-webinar-estate-planning-for-u-s-clients-who-own-assets-and-or-have-descendants-in-other-countries-with-a-special-focus-on-israel/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates Practice Group will be a speaker at the ParkBridge Winter Webinar: "Estate Planning for U.S. Clients Who Own Assets and/or Have Descendants in Other Countries (with a special focus on Israel)." Avi will discuss the importance of Estate Planning for U.S. persons who have assets or descendants in other countries, with a special focus on Israel.
- [Loretta M. Gastwirth to Speak at New York State Bar Association Dispute Resolution Section Annual Meeting](https://meltzerlippe.com/event/loretta-m-gastwirth-to-speak-at-new-york-state-bar-association-dispute-resolution-section-annual-meeting/): Join Meltzer Lippe Partner and Co-Chair of the New York State Bar Association Dispute Resolution Section – Domestic Arbitration Committee Loretta M. Gastwirth at the Dispute Resolution Section Annual Meeting on Tuesday, January 16, 2024. Loretta will speak on the “Power in Mediation—Shifting Sands of Getting to Yes.”
- [Laura M. Brancato to Speak at NYSBA Elder Law & Special Needs Section Webinar – Intermediate Elder Law 2024](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-nysba-elder-law-special-needs-section-webinar-intermediate-elder-law-2024/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at the New York State Bar Association Elder Law & Special Needs Section Webinar, “Intermediate Elder Law 2024” where she will provide a Guardianship Update.
- [Loretta M. Gastwirth to Speak at New York State Bar Association Program – Arbitration ‘War Stories’](https://meltzerlippe.com/event/loretta-m-gastwirth-to-speak-at-new-york-state-bar-association-program-arbitration-war-stories/): Meltzer Lippe Partner and Co-Chair of the New York State Bar Association Dispute Resolution Section – Domestic Arbitration Committee Loretta M. Gastwirth will be a speaker at the upcoming program, Arbitration ‘War Stories’: Cautionary Tales from Panel Members and Counsel on Thursday, December 14, 2023.
- [Mark E. Wilensky to Speak at NCCPAP Annual Accounting & Tax Symposium](https://meltzerlippe.com/event/mark-e-wilensky-to-speak-at-nccpap-annual-accounting-tax-symposium/): Mark E. Wilensky, Partner in the firm’s Business & Real Estate Taxation Practice Group will be a speaker at the 21st Annual Accounting & Tax Symposium held at Crest Hollow Country Club in Woodbury, NY entitled “Tax Primer on Debt Workouts.” This program will address tax consequences arising from foreclosure sales and debt modifications, exceptions to cancellation of indebtedness income and associated attribute reduction, and potential planning alternatives to minimize adverse income tax consequences.
- [Jonathan D. Farrell to Speak at National Business Institute Webinar](https://meltzerlippe.com/event/jonathan-d-farrell-to-speak-at-national-business-institute-webinar/): Jonathan D. Farrell, Co-Chair of the firm’s Labor & Employment Practice Group will present at the National Business Institute’s CLE webinar entitled, "New York Employment Law 2023." This online seminar gives you an overview of current trends and best practices in employment law. From essential guidelines for accommodating employees to recent developments concerning non-compete and confidentiality agreements, get the information you need to stay on the cutting edge and mitigate litigation risks.
- [Laura M. Brancato to Speak at WCBA Part 36 Guardianship Training](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-wcba-part-36-guardianship-training/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at Westchester County Bar Association’s Part 36 Guardianship Training on Thursday, November 9, 2023.
- [Laura M. Brancato to Speak at Alzheimer’s Foundation of America’s Women’s Empowerment Forum](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-alzheimers-foundation-of-americas-womens-empowerment-forum/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at the Alzheimer’s Foundation of America’s Women's Empowerment Forum on Wednesday, November 1, 2023.
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at NYU 82nd Institute on Federal Taxation](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-nyu-82nd-institute-on-federal-taxation/): Stephen M. Breitstone and Jerome M. Hesch will be speaking at the NYU 82nd Institute on Federal Taxation Conference on Thursday, October 26, 2023 in New York, NY and Thursday, November 16, 2023 in Berkeley, CA. Attorneys Stephen M. Breitstone and Jerome M. Hesch will present “Trust Basis and Promissory Notes: The Grantor Trust In Life and at Death.” (*Stephen will only be presenting at the Berkeley, CA program)
- [Laura M. Brancato, David A. Bamdad & Lori A. Sullivan to Participate in NYSBA Trusts & Estates Law Section Program: “Essential Planning and Protection for the Disabled Beneficiary”](https://meltzerlippe.com/event/laura-m-brancato-david-a-bamdad-lori-a-sullivan-to-participate-in-nysba-trusts-estates-law-section-program-essential-planning-and-protection-for-the-disabled-beneficiary/): Join Meltzer Lippe Partner and New York State Bar Association Program Chair Laura M. Brancato, along with Partners David A. Bamdad and Lori A. Sullivan for the upcoming program "Essential Planning and Protection for the Disabled Beneficiary" on Thursday, October 12, 2023.
- [Meltzer Lippe Foundation Sponsors Alzheimer’s Foundation of America’s Annual Walk in the Park](https://meltzerlippe.com/event/meltzer-lippe-foundation-sponsors-alzheimers-foundation-of-americas-annual-walk-in-the-park/): The Meltzer Lippe Foundation, the charitable arm of the Firm is proud to sponsor Alzheimer’s Foundation of America’s 2023 Annual Walk in the Park on Saturday, September 9, 2023 on Long Island. Proceeds from this fundraising event help to further the organizations mission to provide support, services and education to individuals, families and caregivers affected by Alzheimer’s disease and related dementias nationwide, and fund research for better treatment and a cure.
- [Meltzer Lippe’s 10th Annual Private Wealth & Taxation Institute](https://meltzerlippe.com/event/meltzer-lippes-10th-annual-private-wealth-taxation-institute/): Meltzer, Lippe, Goldstein & Breitstone, LLP and Maurice A. Deane School of Law, Hofstra University invite you to attend our 10th Annual Private Wealth & Taxation Institute. This two-day hybrid conference will take place on Monday, June 17, 2024 and Tuesday, June 18, 2024 at the Nassau County Bar Association in Mineola, NY.
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at 2023 Delaware Trust Conference](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-2023-delaware-trust-conference/): Meltzer Lippe Attorneys Stephen M. Breitstone and Jerome M. Hesch will co-present “Increasing the Income Tax and Estate Tax Benefits for the Preferred Partnership with Encumbered Real Estate by Future Leveraging” at the Delaware Bankers Association’s 2023 Delaware Trust Conference on Tuesday, October 17, 2023.
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at 58th Annual Southern Federal Tax Institute](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-58th-annual-southern-federal-tax-institute/): Meltzer Lippe Attorneys Stephen M. Breitstone and Jerome M. Hesch will speak on “Income Tax and Estate Tax Planning for Encumbered Real Estate Using the Preferred Partnership” on Thursday, November 2, 2023 at the 58th Annual Southern Federal Tax Institute in Atlanta, GA.
- [Stephen M. Breitstone to Speak at 27th Annual Jeremiah Long Memorial National Conference](https://meltzerlippe.com/event/stephen-m-breitstone-to-speak-at-27th-annual-jeremiah-long-memorial-national-conference/): Stephen M. Breitstone, Chair of the firm’s Private Wealth and Taxation Practice Group will be a speaker at the 27th Annual Jeremiah Long Memorial National Conference on Like-Kind Exchanges Under Section 1031 I.R.C. scheduled on October 26-27, 2023 in San Diego, CA.
- [Laura M. Brancato to Speak at Long Island Alzheimer’s and Dementia Center Virtual CEU Program – Estate Planning: High Risk Families and Avoiding Conflict](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-long-island-alzheimers-and-dementia-center-virtual-ceu-program-estate-planning-high-risk-families-and-avoiding-conflict/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at the Long Island Alzheimer’s and Dementia Center Virtual CEU Program on Wednesday, September 27, 2023 where she will discuss Estate Planning: High Risk Families and Avoiding Conflict.
- [Jerome M. Hesch and Stephen M. Breitstone to Participate in 49th Annual Notre Dame Tax & Estate Planning Institute](https://meltzerlippe.com/event/jerome-m-hesch-and-stephen-m-breitstone-to-participate-in-49th-annual-notre-dame-tax-estate-planning-institute/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups is the Director of the 49th Annual Notre Dame Tax & Estate Planning Institute. This year’s Institute will take place on September 20-22, 2023, in South Bend, Indiana.
- [Michael H. Masri to be Honored at the 27th Annual WE CARE Golf & Tennis Classic](https://meltzerlippe.com/event/michael-h-masri-to-be-honored-at-the-27th-annual-we-care-golf-tennis-classic/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Michael H. Masri, Partner in the firm’s Litigation, Labor & Employment and Social Media, Software & Privacy practice groups will be honored at the 27th Annual WE CARE Golf & Tennis Classic on Monday, September 18, 2023.
- [Laura M. Brancato to Speak at Long Island Alzheimer’s and Dementia Center Virtual CEU Program – Dementia in the Down Syndrome Population](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-long-island-alzheimers-and-dementia-center-virtual-ceu-program-dementia-in-the-down-syndrome-population/): Laura M. Brancato, Partner in the firm’s Mental Health, Guardianship & Elder Law Litigation Practice Group will be a speaker at the Long Island Alzheimer's and Dementia Center Virtual CEU Program, Dementia in the Down Syndrome Population on Wednesday, August 23, 2023.
- [Stuart Rabinowitz to be Honored at the Sunrise Association 17th Annual Mildred & Samuel Levine Memorial Golf Classic](https://meltzerlippe.com/event/stuart-rabinowitz-to-be-honored-at-the-sunrise-association-17th-annual-mildred-samuel-levine-memorial-golf-classic/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Stuart Rabinowitz, Senior Counsel to the firm and Sunrise Association Board Member will be honored at the 17th Annual Mildred & Samuel Levine Memorial Golf Classic on Monday, August 7, 2023.
- [Loretta M. Gastwirth to Speak at New York State Bar Association Program – “Tell It to the Arbitrators and Arbitration Providers”](https://meltzerlippe.com/event/loretta-m-gastwirth-to-speak-at-new-york-state-bar-association-program-tell-it-to-the-arbitrators-and-arbitration-providers/): Meltzer Lippe Partner and Co-Chair of the New York State Bar Association Dispute Resolution Section – Domestic Arbitration Committee Loretta M. Gastwirth will be a speaker at the upcoming program, "Tell It to the Arbitrators and Arbitration Providers" on Tuesday, June 6, 2023.
- [Managing Partner David Heymann to be Honored at HIA-LI’s 44th Annual Golf Outing](https://meltzerlippe.com/event/managing-partner-david-heymann-to-be-honored-at-hia-lis-44th-annual-golf-outing/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to announce that Managing Partner David Heymann will be honored at HIA-LI’s 44th Annual Golf Outing. The event will be held on Monday, July 17, 2023 at the Nissequogue Country Club in St. James.
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at ACTEC Summer Meeting](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-actec-summer-meeting/): Meltzer Lippe Attorneys and ACTEC Fellows Stephen M. Breitstone and Jerome M. Hesch will speak on “Trust Basis and Promissory Notes In Life and At Death” on Thursday, June 22, 2023 at the ACTEC Summer Meeting in Washington, D.C. Their topic evaluates the income issues that arise when the grantor of the trust dies and recommends what the proper treatment should be as there are no court cases that have resolved these issues.
- [Jonathan D. Farrell to Speak at National Business Institute Webinar – “Payroll Law 101″](https://meltzerlippe.com/event/jonathan-d-farrell-to-speak-at-national-business-institute-webinar-payroll-law-101/): Jonathan D. Farrell, Co-Chair of the firm’s Labor & Employment Practice Group will present at the National Business Institute’s CLE webinar entitled, “Payroll Law 101.” This program is designed for attorneys. HR professionals, accountants, payroll personnel, and paralegals may also benefit.
- [Meltzer Lippe Sponsors NYSBA Trusts and Estates Law Section Spring 2023 Meeting](https://meltzerlippe.com/event/meltzer-lippe-sponsors-nysba-trusts-and-estates-law-section-spring-2023-meeting/): Meltzer, Lippe, Goldstein & Breitstone, LLP is proud to sponsor the dinner and reception at Fontainbleau’s La Côte during this year’s New York State Bar Association Trusts and Estates Law Section Spring 2023 Meeting in Miami, Florida on Friday, April 28, 2023.
- [Mark Wilensky to Speak at NCCPAP 20th Annual Accounting and Tax Symposium](https://meltzerlippe.com/event/mark-wilensky-to-speak-at-nccpap-20th-annual-accounting-and-tax-symposium/): Mark E. Wilensky, Partner in the firm’s Business & Real Estate Taxation Practice Group will be a speaker at the NCCPAP 20th Annual Accounting and Tax Symposium Program entitled “Overview of Qualified Small Business Stock Exemption and Section 1031 Exchanges.”
- [Mark E. Wilensky to Speak at Federation of Exchange Accommodators Mid-Year Meeting in Washington, DC](https://meltzerlippe.com/event/mark-e-wilensky-to-speak-at-federation-of-exchange-accommodators-mid-year-meeting-in-washington-dc/): Mark E. Wilensky, Partner in the firm’s Business & Real Estate Taxation Practice Group will be a speaker at the Federation of Exchange Accommodators’ Mid-Year Meeting Program held in Washington, DC entitled “Partnership Divisions & Installment Note Structures.”
- [Laura M. Brancato to Moderate NYSBA Elder Law & Special Needs Section Spring UnProgram 2023 – “Article 81 v Article 17-A”](https://meltzerlippe.com/event/laura-m-brancato-to-moderate-nysba-elder-law-special-needs-section-spring-unprogram-2023-article-81-v-article-17-a/): Laura M. Brancato, Partner in the firm’s Elder Law Litigation Practice Group will be moderating an upcoming program at the New York State Bar Association Elder Law & Special Needs Section Spring UnProgram, "Article 81 v Article 17-A." The UnProgram is a unique event that features small breakouts designed to encourage open and free-flowing discussions on any subject affecting you and your practice. Topics are selected by the attendees and discussions are facilitated to permit the free sharing of ideas.
- [Lori A. Sullivan to Speak at New York State Bar Association Trusts & Estates Law Section – “What You Need To Know As A Guardian Ad Litem – 2023”](https://meltzerlippe.com/event/lori-a-sullivan-to-speak-at-new-york-state-bar-association-trusts-estates-law-section-what-you-need-to-know-as-a-guardian-ad-litem-2023/): Lori A. Sullivan, Partner in the firm’s Trust & Estate Litigation Practice Group will be a speaker at the New York State Bar Association Trusts & Estates Law Section Virtual Program entitled "What You Need To Know As A Guardian Ad Litem – 2023."
- [Loretta M. Gastwirth to Moderate NYSBA Dispute Resolution Section Program – “Discovery: Best Practices For Construction Arbitration”](https://meltzerlippe.com/event/loretta-m-gastwirth-to-moderate-nysba-dispute-resolution-section-program-discovery-best-practices-for-construction-arbitration/): Meltzer Lippe Partner and Co-Chair of the New York State Bar Association's Dispute Resolution Section – Domestic Arbitration Committee Loretta M. Gastwirth will be moderating an upcoming program, “Discovery: Best Practices For Construction Arbitration” on Thursday, April 20, 2023.
- [Avi Z. Kestenbaum to Speak at Yeshiva University CLE Workshop](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-yeshiva-university-cle-workshop/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group will be a speaker at the Yeshiva University CLE Workshop entitled "Cross border estate planning and dealing with both the US and Israeli issues." This workshop will be moderated by Jonathan I. Shenkman, President, Shenkman Wealth Management.
- [Avi Z. Kestenbaum to Speak at Shenkman Winter Webinar Series](https://meltzerlippe.com/event/avi-z-kestenbaum-to-speak-at-shenkman-winter-webinar-series/): Avi Z. Kestenbaum, Co-Chair of Meltzer Lippe’s Trusts & Estates practice group will be a speaker at Webinar #1 of the Shenkman Winter Webinar Series entitled "10 practical, but overlooked, pointers when doing estate planning.”
- [David A. Bamdad to Co-Chair NYSBA Program – Estate Litigation: 1404 Examinations and Contested Accountings](https://meltzerlippe.com/event/david-a-bamdad-to-co-chair-nysba-program-estate-litigation-1404-examinations-and-contested-accountings/): David A. Bamdad, Chair of the firm’s Trust & Estate Litigation practice group will Co-Chair the New York State Bar Association program - Estate Litigation: 1404 Examinations and Contested Accountings.
- [Stephen M. Breitstone to Speak at November ACTEC Meeting](https://meltzerlippe.com/event/stephen-m-breitstone-to-speak-at-november-actec-meeting/): Stephen M. Breitstone, Chair of the firm’s Private Wealth and Taxation Practice Group will be a speaker at the November ACTEC meeting where he will discuss "Evaluating the Estate Planning Alternatives for Passing on the Business to Key Employees."
- [Stephen M. Breitstone and Jerome M. Hesch to Speak at NYU 81st Institute on Federal Taxation](https://meltzerlippe.com/event/stephen-m-breitstone-and-jerome-m-hesch-to-speak-at-nyu-81st-institute-on-federal-taxation/): Stephen M. Breitstone and Jerome M. Hesch will be speaking at the NYU 81st Institute on Federal Taxation in New York City on Wednesday, October 26, 2022 and in San Diego on Wednesday, November 16, 2022 on a panel entitled “Increasing the income and estate tax benefits of the preferred partnership with encumbered real estate by future leveraging."
- [Mary P. O’Reilly and Laura M. Brancato to Speak at October 2022 LIBN|Now](https://meltzerlippe.com/event/mary-p-oreilly-and-laura-m-brancato-to-speak-at-october-2022-libnnow/): Join Mary P. O’Reilly, Co-Chair of the firm’s Trusts & Estates Practice Group and Laura M. Brancato, Partner in the firm’s Elder Law Litigation Practice Group for a Long Island Business News webinar as they answer questions, concerns and considerations when planning for the long term needs of disabled children and adults.
- [Mary P. O’Reilly and Andrew L. Baron to Speak at NYU 81st Institute on Federal Taxation](https://meltzerlippe.com/event/mary-p-oreilly-and-andrew-l-baron-to-speak-at-nyu-81st-institute-on-federal-taxation/): Mary P. O’Reilly, Co-Chair of the firm’s Trusts & Estates Practice Group and Andrew L. Baron, Partner in the firm’s Trusts & Estates and Business & Real Estate Taxation Practice Groups will be speaking at the NYU 81st Institute on Federal Taxation in New York City on Friday, October 28, 2022 and in San Diego on Friday, November 18, 2022 on a panel entitled "Common Pitfalls in Estate Planning with Investment Real Estate."
- [Loretta M. Gastwirth to Speak at New York State Bar Association – Dispute Resolution Section Fall Meeting](https://meltzerlippe.com/event/loretta-m-gastwirth-to-speak-at-new-york-state-bar-association-dispute-resolution-section-fall-meeting/): Meltzer Lippe Partner Loretta M. Gastwirth will be a moderator and speaker on three panels at the upcoming New York State Bar Association - Dispute Resolution Section Fall Meeting on Thursday, October 20, 2022.
- [Jonathan D. Farrell to Speak at New York State Career School Convention](https://meltzerlippe.com/event/jonathan-d-farrell-to-speak-at-new-york-state-career-school-convention/): Jonathan D. Farrell, Co-Chair of the firm’s Labor & Employment Practice Group will be a speaker at the 2022 New York State Career School Convention.
- [Laura M. Brancato to Speak at NYSBA Elder Law And Special Needs Section Fall 2022 Meeting](https://meltzerlippe.com/event/laura-m-brancato-to-speak-at-nysba-elder-law-and-special-needs-section-fall-2022-meeting/): Laura M. Brancato, Partner in the firm’s Elder Law Litigation Practice Group will be a speaker at the New York State Bar Association Elder Law And Special Needs Section Fall 2022 Meeting.
- [Seth R. Kaplan to Speak at the Estate Planning Council of Greater Miami’s October Workshop & Dinner Meeting](https://meltzerlippe.com/event/seth-r-kaplan-to-speak-at-the-estate-planning-council-of-greater-miamis-october-workshop-dinner-meeting/): Seth R. Kaplan, Office Managing Partner of the firm’s Boca Raton and Miami offices will be a speaker at the Estate Planning Council of Greater Miami's October Workshop & Dinner Meeting where he will discuss “"Holistic Charitable Planning - Rise of the JEDI LLC.”
- [Jerome M. Hesch to Speak at 53rd Annual Sidney Kess New York Estate, Tax & Financial Planning Conference](https://meltzerlippe.com/event/jerome-m-hesch-to-speak-at-53rd-annual-sidney-kess-new-york-estate-tax-financial-planning-conference/): Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation practice groups will be a speaker at UJA-Federation of New York’s 53rd Annual Sidney Kess New York Estate, Tax & Financial Planning Virtual Conference. This 2-Day Conference will take place on Tuesday, September 20, 2022 and Wednesday, September 21, 2022.

## Newsletters
- [Elder Law Review June/ July 2026 – Federal Law Caps Medicaid’s Home Equity Limit for Eligibility                  By Ronald Fatoullah, Esq.](https://meltzerlippe.com/newsletters/elder-law-review-june-july-2026-federal-law-caps-medicaids-home-equity-limit-for-eligibility-by-ronald-fatoullah-esq/): For many older adults, the family home is their largest asset. Fortunately, Medicaid has long recognized that individuals should not automatically have to sell their homes to qualify for long-term care benefits.

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