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Private Wealth & Taxation Institute 2017

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


New York State Bar Association – Anatomy of a Trust

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

Webinar: “The Installment Sale-Reacquisition Approach to Real Estate Development Projects”

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)

BNA Tax Management Advisory Board Meeting

The program will address alternative tax strategies where a taxpayer wishes to trade a portion of its real estate with a developer for improvements to be constructed on the taxpayer’s remaining property.

Thursday, December 8th, 2016

5:30 PM EST

Bloomberg Tower
731 Lexington Avenue
New York, NY

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