Articles Articles

Beneficiary Deemed Owner Trusts: BDOT OUTLINE

Avi Z. Kestenbaum and Co-Author Elliot Dison

June 5, 2020

WealthManagement.com: When is 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. Read more: WealthManagement.com

June 2, 2020

The Wall Street Journal: 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 Coronavirus.

May 23, 2020

ABA Probate & Property: “Benefit of the Beneficiary Rule”

Mary P. O’Reilly, co-chair of Meltzer Lippe’s Trust & Estates practice group, co-authors this article with Lee-ford Tritt. The Benefit-of-the-Beneficiary Rule narrowly defines “benefit” to ...

March 16, 2020

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. Read more: Law360

March 10, 2020

Trusts & Estates Magazine: Ethical Considerations in the Sale or Merger of a Law Practice

Article written by Michael M. Schimel, an associate in the Trusts & Estates and Private Wealth & Taxation practice groups.

March 1, 2020

Employment Annual Checkup

By Nicholas P. Melito Employers take note, at the start of this year, it is important to become compliant with many statutes and regulations but ...

January 17, 2020

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 ...

January 2, 2020

A Primer on Mechanic’s Liens in New York City

By Manny A. Frade Mechanic’s lienA mechanic’s lien is a security interest in a title to real estate for the benefit of those who have ...

December 10, 2019

Bloomberg Tax: Tax Management Estates, Gifts and Trusts Journal – Using Charitable Remainder Trusts to Defer Reporting the Gain Realized From the Sale of Marketable Securities for Cash

For appreciated marketable securities owners who do not want to wait until the income tax-free step-up in basis at death or cannot take advantage of ...

November 14, 2019