News & EVENTS
We are always up to something around here.
ESTATE PLANNING FOR INVESTMENT REAL ESTATE Friday,
July 28th 3:00 PM – 4:30 PM
Investment real estate as an asset class requires special consideration in estate planning. Maximizing the basis step-up and addressing liquidity concerns pose unique challenges in planning for these assets. This program addresses these considerations and explains why conventional estate planning techniques may not be appropriate. It also provides practical solutions.
July 17-28, 2017
The Westin New York at Times Square
270 West 43rd Street
Our 4th Annual Private Wealth & Taxation Institute Program is taking place next month at the Law School of Hofstra University on May 24th and 25th! We have an exceptional program planned this year that will be highly informative for our Private clients and their advisers. We are combining top local talent with nationally renowned speakers. This year’s faculty includes Paul Lee, from Northern Trust, Sanford Schlesinger, Professor Jerome Hesch, Professor Alan Appel, U.S. Attorney Sarah Paul, and Sharon Klein from Wilmington Trust, just to name a few. Of course, there will be plenty of local talent presenting including several attorneys from The Private Wealth & Taxation Group of Meltzer Lippe and presenters from other Long Island Law Firms and Accounting Firms. We hope you will join us!
May 24-25, 2017
Hofstra University Maurice A. Dean School of Law
ANATOMY OF A TRUST 2017 Revocable or Irrevocable? Lifetime or Testamentary? This comprehensive program will provide attendees with the fundamentals of creating various types of trusts. Not only will the speakers discuss how to draft the trust, but when specific trusts are appropriate based on a client’s needs and goals. The program will cover Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others. This program is designed for newly admitted attorneys, those new to estate and long term care planning, or practitioners who want a refresher on trusts. Who Should Attend? Newly admitted attorneys, attorneys new to the practice areas of estate and long term care planning, and practitioners looking for a refresher on trusts.
Wednesday, April 26, 2017
Mark E. Wilensky is speaking today on an American Bar Association Tax Section national webcast addressing various tax structures utilized for real estate development projects involving land or air rights. The program runs 1.5 hours and starts at 1 pm. If you are interested, registration information is below. Please pass on the information to someone you know who might be interested. The ABA Tax section member price is $75, the non-member price is $150.
Wednesday, March 8, 2017
1:00 – 2:35 PM EST
(12:00 PM CT, 11:00 AM MT, 10:00 AM PT)
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Laurie Kazenoff is quoted on the FRONT PAGE of The New York Times on Friday, May 13th: Some tax specialists see no legitimate reason for Mr. Trump to hold back. “When you file your return with the I.R.S. or any taxation authority you are filing your returns under penalty of perjury that what you are filing is true and correct,” said Laurie B. Kazenoff, a former I.R.S. tax lawyer now with the firm Meltzer Lippe. “You should be standing by what you filed regardless of any audit.”
Posted on May 16, 2016 / Read more
Avi Z. Kestenbaum was quoted in the Chicago Tribune on April 29, 2016. “It’s ironic,” said Avi Kestenbaum, a New York estate planning attorney with Meltzer Lippe. “Prince, at age 57, spent 37 years making his legacy. He fought the music industry for control, and now he has no control.” For the full article pleae […]
Posted on May 9, 2016 / Read more
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Meltzer Lippe Announces: Phillip Pepper Named Counsel
Announced on 05 June, 2014 /
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