Upcoming Events

NYU – Summer Institute in Taxation
Estate Planning for Investment Real Estate
Join Stephen M. Breitstone for a discussion focused on the income tax aspects of estate planning for real estate owners, including how to avoid a conflict between income tax concerns and estate planning concerns, dealing with leveraged real estate having negative capital, why frequently used techniques such as installment sales to grantor trusts and GRATs may not be viable for these types of assets, and other considerations in estate planning for investment real estate.
When:  Wednesday, July 16, 2014
3:00 – 4:30 p.m.
Where: The Westin New York at Times Square
270 W 43rd St.
New York, NY 10036
For more information call (212) 992-3320, register online at scps.nyu.edu/sumtax, or download the 2014 Summer Institute in Taxation here.

Ethics and Social Media
Moderated by Pedram Tabibi, this program will explore the unique ethical challenges presented by the changing landscape of social media and networking.
When:  Wednesday, June 25, 2014
Seminar: 6:00 pm
Where: BakerHostetler
45 Rockefeller Plaza
14th Floor
New York, NY
For more information click here.

Meltzer Lippe Hosts Discussions on the Middle East
Meltzer Lippe will host national political leaders, Senator Pat Roberts and Congressman Adam Schiff, for two separate discussions of foreign policy issues centering mainly around the Middle East. One of the sponsoring organizations is the Bi-County Political Action Committee, Long Island’s pro-Israel political action committee.
Event 1: Senator Pat Roberts (R-Kansas)
Senator Roberts is a Member of the Senate Intelligence Committee and Senate Armed Services Committee among others.
When:  Monday, June 16, 2014
12 noon
Where: 190 Willis Avenue
Mineola, NY 11501
Event 2: Congressman Adam Schiff (D-California)
Representative Schiff serves on the powerful House Appropriations Committee and the House Permanent Select Committee on Intelligence among others and was also recently appointed to the Benghazi Investigation Committee.
When:  Monday, June 16, 2014
12 noon
Where: 190 Willis Avenue
Mineola, NY 11501
This is an extraordinary opportunity for you to be briefed on the latest Middle East developments.
Reservations are a must. Please call
Diane Valeggia at: 516-747-0300 Ext. 147,
or e-mail: Diane Valeggia.
For more information, Click Here

ABA Real Property / Trust & Estate Law
Join Avi Z. Kestenbaum as he discusses family succession. As most estate and financial planning professionals are painfully aware, most family businesses don’t survive the generations and as the studies indicate, this failure has little to do with the tax planning. For those business owners, who are emotionally torn between ensuring that their businesses continue for as long as possible and pacifying their descendants, family business succession planning is incredibly complicated, if not impossible.
When:  Thursday, June 12, 2014
1 PM ET; 12 PM CT; 11 AM MT; 10 AM PT
Dial In #: 866/646-6488
Pass Code: 5380 7002 591
For more information please visit the American Bar Association Section of Real Property Trust & Estate Law.

STEP-LONG ISLAND CHAPTER
The Long Island Chapter of the Society of Trusts & Estates Practitioners will host a CLE program entitled, “Foreign Private Equity Investment in U.S. Real Estate” with presentation by Stephen M. Breitstone, Esq., Tax Law Chair, Meltzer, Lippe, Goldstein & Breitstone, LLP.
When:  Wednesday, June 11, 2014
6:00 – 9:00 p.m.
Where: Chernoff Diamond
725 RXR Plaza East Tower
Uniondale, NY 11556
For more information contact Stacey Harris, call 516.747.0300 Ext. 123, or view the invitation here.

Past Events

The Private Wealth & Taxation Institute
A comprehensive three day CLE/CPE seminar for private wealth and taxation issues appropriate for attorneys, accountants, real estate and business owners, financial advisers, experienced and newly admitted attorneys.
Day 1 – 2014: Tax & Planning Update
(May 1, 2014)
Day 2 – Real Estate & Corporate Tax Planning
(May 15, 2014)
Day 3 – Trusts & Estates Planning
(May 22, 2014)
All sessions run from 8-10:30 a.m. at 190 Willis Avenue, Mineola, NY 11501.
Download the Private Wealth & Taxation Institute brochure here.

STEP-LONG ISLAND CHAPTER
The Long Island Chapter of the Society of Trusts & Estates Practitioners will host a CLE program entitled, “Identity Theft, Privacy & Data Security Requirements” with remarks given by John P. Fodera, Partner, EisnerAmper; and moderated by Avi Z. Kestenbaum, Partner, Meltzer Lippe.
When: Tuesday, May 13, 2014
8 – 10:00 a.m.
Where: The Garden City Hotel
45 7th Street
Garden City, NY 11530
For more information contact Stacey Harris or call 516.747.0300 Ext. 125.
View more information here.

Helping Your Client Buy or Sell a Small-to Medium Sized Business: Structure The Best Possible Deal For Your Client
Ira Halperin will lead a discussion on contract negotiation strategies for buyers and sellers. He will cover:
  • Making and evaluating offers;
  • Meeting conditions of sale;
  • Discussing the finer points of the acquisition agreement;
  • Dealing with liabilities;
  • Environmental issues;
  • Successor liability;
  • Unpaid taxes: sales tax, payroll tax and income tax;
  • Accounts payable;
  • Insurance for environmental breach of representation;
  • Using ADR effectively;
  • Closing the deal; and
  • Post-sale duties and obligations
When:  Tuesday, May 13, 2014
Seminar: 2:15 – 3:15 p.m.
Where: Holiday Inn of Plainview
215 Sunnyside Boulevard
Plainview, NY 11803
For more information call 800-930-6182 or visit the National Business Institute at www.nbi-sems.com.

The New York Metropolitan Elder Law Institute
Avi Z. Kestenbaum moderates a panel of national experts offering practical solutions for elder law attorneys, professionals and advisors. Speakers and presentations to include:
  • Jonathan G. Blattmachr, Searching for the Basis: Don’t Be Left Short;
  • Bernard A. Krooks, Elder Law Musings;
  • David C. Silva, The Role of Pooled Trusts in the Managed Care Landscape.
When: Tuesday, April 29, 2014
8:30 a.m. – 11:45 a.m.
Where: The Museum of Jewish Heritage
36 Battery Place
New York, NY 10280
For more information click here.

St. John’s University School of Law – Title VII at 50
Join Michael H. Masri , the St. John’s Law Review, the Journal for Civil Rights and Economic Development and the St. John’s Journal of International and Comparative Law, in conjunction with NYU Center for Labor and Employment Law, The Ronald H. Brown Center for Civil Rights and Economic Development, the St. John's Center for Labor and Employment Law, and the St. John’s Center of International and Comparative Law, for a two-day symposium commemorating this important milestone, featuring panelists and speakers who will assess the past, present and future of Title VII.
When: April 4th and 5th 2014
From 10:00 a.m. – 5:00 p.m.
Where:
April 4th
St. John’s University School of Law
Belson Moot Court Room – 2nd Floor
8000 Utopia Parkway
Queens, NY
April 5th
New York University School of Law
40 Washington Square South
New York, New York 10012
For more information click here .

Hot Topics for Tort Litigators: Social Media and Soliciting Witnesses
The impact of social media on litigation and Rivera v. Lutheran Medical Group on the solicitation of corporate witnesses affect all tort litigators. Using real life examples, Pedram Tabibi, and other Cardozo Law School alumni will discuss social media issues that impact a lawyer's conduct from pre-litigation through trial.
When:  Monday, March 3, 2014
Registration: 6:00 p.m.
Seminar: 6:30PM
Where: Benjamin N. Cardozo School of Law
55 Fifth Avenue
Moot Court Room
For more information e-mail CardozoAlumni Events@yu.edu or call 212.790.0293.

American Bankers Association: Wealth Management and Trust Conference
Featuring Avi Z. Kestenbaum presenting, Succession Planning for Privately Held Businesses.
Only a small percentage of privately held businesses successfully pass to the next generation. Learn to help your clients navigate the complicated dynamics involved in successfully transitioning a business. Leave this session with practical techniques and coordinated approaches to properly advise and guide the business succession planning.
When:  Friday, February 28, 2014
Where: Hilton San Diego Bayfront
1 Park Blvd.
San Diego, CA 92101
For more information please visit www.aba.com, or click here for the ABA Wealth Management and Trust Conference PDF

Social Disclosure: Best Practices to Avoid Inadvertent Disclosures via Social Media
Paul Rubell will discuss the risks posed by social media business use in disclosing trade secrets and business information. He will provide an analysis of how the social media culture enables unintentional, and at times unnoticed, breaches of confidentiality and data compromise.
In this session you will learn about:
  • Monitoring and editing customers’ Content
  • Securing the Business Social Media Site
  • Ownership of the Corporate Social Media Site and Content
When:  Wednesday, February 19, 2014
Seminar: 8:00 – 9:30 a.m.
Where: 190 Willis Avenue
Mineola, NY 11501
For more information visit the International Association of Business Communicators – Long Island Chapter. Or register today.

Huntington Town Chamber of Commerce Presents: “Complete Your Team – Add a Lawyer and You’ll Score a Touchdown.”
Gisella Rivera Esq., and an expert panel will:
  • Discuss what experienced legal counsel brings to your team;
  • Questions when starting, buying or selling a business;
  • What are ‘winning’ legal documents and employee policies; and
  • How to navigate industry-specific regulations.
  • When:  Wednesday, February 12, 2014
    Seminar: 8:00 – 10:00 a.m.
    Where: Cinema Arts Centre
    423 Park Avenue
    Huntington, New York
    For more information visit the Huntington Town Chamber of Commerce.

    American Bar Association Section of Taxation: 2014 Mid-Year Meeting
    Stress Testing “Cash Out” Section 1031 Techniques.
    Stephen M. Breitstone and an expert panel will discuss the rules under Section 1031 for netting of liabilities and the application of these rules to so-called “pay down/re-advance” transactions promoted as a way to allow taxpayers to pull out their exchange equity on a tax deferred basis. The panel will address existing law regarding refinancing immediately before or after an exchange. When do these transactions result in taxable boot from the exchange? Are some structures so aggressive that they may be subject to penalties?
    Moderator:
    Mary B. Foster (1031 Services, Inc.; Bellevue, WA)
    Panelist:
    Stephen M. Breitstone
    Richard M. Lipton; Baker & Mckenzie LLP; Chicago, IL
    Mega L. Brackney; Kostelanetz & Fink, LLP; New York, NY
    When:  Saturday, January 25, 2014
    Seminar: 8:55 a.m.
    Where: Arizona Biltmore
    • 2400 E Missouri Avenue
    • Phoenix, Arizona 85016
    For more information visit the American Bar Association website or view the final program.

    American Bar Association Section of Taxation: 2014 Mid-Year Meeting
    To Wed or Not to Wed?: The Tax Consequences of Windsor for Intervivos Property Transactions.
    The Supreme Court’s recognition of same-sex marriage may change the way same sex couples treat property transactions by sweeping them into previously inapplicable related party rules under the Internal Revenue Code. Join moderator Mark E. Wilensky and an expert panel in examining these transitional issues.
    Moderator:
    Mark E. Wilensky (Meltzer, Lippe, Goldstein & Breitstone, LLP; Mineola, NY)
    Panelist:
    Patricia Cain; Santa Clara University School of Law; Santa Clara, CA
    Roberta Mann; University of Oregon School of Law; Eugene, OR
    David Rice; David Lee Rice APLC; Torrance, CA
    Michael Tucker; Michael J. Tucker, PC; Phoenix, AZ
    When:  Saturday, January 25, 2014
    Seminar: 10:25 a.m.
    Where: Arizona Biltmore
    • 2400 E Missouri Avenue
    • Phoenix, Arizona 85016
    For more information visit the American Bar Association website or view the final program.

    NYSBA: Advanced Document Drafting for the Elder Law Attorney (New York City)
    Featuring Avi Z. Kestenbaum this program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty. Topics include:
    • Drafting revocable trusts and wills in the elder law context
    • Problems / benefits of new power of attorney statute three years later
    • Drafting irrevocable trusts
    • Miscellaneous drafting issues: from promissory notes to caregiver contracts to cost basis of gifted assets (Mistake not to make)
    • Basic overview of estate discount vehicles, and
    • Drafting supplemental needs trusts
    When:  December 10, 2013
    • Registration: 8:30 a.m.
    Where: New York Hotel Pennsylvania
    • 401 7th Avenue (between 33rd and 32nd Streets)
    For more information view the New York State Bar Association program material here.

    Queens County Bar Association: Labor & Employment Law and Government Agencies
    Carmelo Grimaldi to discuss, “Misclassification of Workers: Employee vs. Independent Contractor.”.
    When: Wednesday, December 4, 2013
    6:00 p.m. – 9:00 p.m.
    Where: Queens County Bar Association
    • 90-35 148th Street
    • Jamaica, NY 11435
    To register for this CLE please visit www.qcba.org or to view the PDF click here.

    American Bar Association Tax Section CLE (Live Webinar)
    Tax Planning Workshop: “Drop & Swap” and “Mixing Bowl” Techniques featuring Stephen M. Breitstone and Mark E. Wilensky.
    For partners looking to go their separate ways, getting the right assets to the right partners in tax-advantageous ways can be difficult. The use of the “drop and swap” and “mixing bowl” techniques for these purposes can require sophisticated tax planning. This panel will explore the use of these techniques and the audit risk their use may raise.
    When: Wednesday, December 4, 2013
    1:00 – 2:35 p.m.
    To register with the American Bar Association for this live webinar click here.

    NYSBA: Advanced Document Drafting for the Elder Law Attorney (Long Island)
    Featuring Avi Z. Kestenbaum this program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty. Topics include:
    • Drafting revocable trusts and wills in the elder law context
    • Problems / benefits of new power of attorney statute three years later
    • Drafting irrevocable trusts
    • Miscellaneous drafting issues: from promissory notes to caregiver contracts to cost basis of gifted assets (Mistake not to make)
    • Basic overview of estate discount vehicles, and
    • Drafting supplemental needs trusts
    When:  November 20, 2013
    • Registration: 8:30 a.m.
    Where: 1350 Walt Whitman Road
    • Melville, New York 11747
    For more information view the New York State Bar Association program material here.

    Nassau Academy of Law Dean’s Hour: Legal Leases
    “How to Rent Smart,” presented by Gary M. Meltzer, examines how lease terms can affect growth, the true cost of office space, guarantees and the corporation shield, as well as negotiation tactics in commercial leasing.
    When:  Monday, November 18, 2013
    12:30 – 2:00 p.m.
    Where: Nassau County Bar Association
    • 15 West Street
    • Mineola, New York 11501
    For more information visit the Nassau County Bar Association registration page.

    Stephen M. Breitstone to speak at 72nd NYU Institute on Federal Taxation (West Coast Session)
    Stephen M. Breitstone will discuss, Is There a Captive Insurance Company in Your Future? Fact v. Fable
    When:  Monday, November 18, 2013
    • From 5:15 p.m. – 6:55 p.m.
    Where: The Fairmont San Francisco Hotel
    • San Francisco, CA
    For more information on the 72nd Institute on Federal Taxationclick here .

    Columbian Lawyers’ Association of Nassau County: Protect Your Client’s Business
    Featuring Carmelo Grimaldi who will discuss how to protect your client’s business in a presentation entitled, What You Need to Know About Wage and Hour Laws.
    When:  Tuesday, November 12, 2013
    8:00 a.m. – 9:15 a.m.
    Where: 190 Willis Avenue
    • Mineola, NY 11501
    For more information contact The Columbian Lawyers’ Association of Nassau County.

    The Zicklin Tax Seminar Series at Baruch College
    Important Tax Considerations to Keep in Mind when Discussing Asset Protection Strategies with Clients.
    Presented by Avi Z. Kestenbaum, co-chair Trust & Estates.
    This presentation will focus on the tax implications of asset protection strategies, including, but not limited to: federal and state income taxes; real property transfer taxes; and gift, estate and generation skipping transfer taxes; as well as potential taxes in other countries and jurisdictions. The techniques and their tax implication that will be discussed will include: foreign and domestic trusts; self-settled asset protection trusts; foreign and domestic family limited partnerships and family limited liability companies; foreign and domestic corporations; and real estate entities, notes, investments, debts, and various other structures. Often times when practitioners engage in asset protection planning they fail to recognize the significant tax consequences and asset protection structures should be made as tax efficient as possible.
    When:  Thursday, October 24, 2013
    Where: Baruch College
    • Newman Vertical Campus
    • 55 Lexington Avenue
    For more information visit the Baruch College Zicklin Tax Seminar Series.

    Trusts & Estates Magazine / WealthManagement.com National Webinar
    Family Business Succession Essentials: New Approaches To An Old Dilemma.
    Presented by Avi Z. Kestenbaum, co-chair Trust & Estates.
    As many estate and financial planning professionals are painfully aware, family businesses don't always survive the generations—and this failure has little to do with the tax planning. For business owners who are emotionally torn between seeing their businesses continue and appeasing descendants, succession planning can be incredibly complicated. Dividing cash, brokerage accounts and even real estate among descendants can be relatively clearcut, but an operating business isn't so easily separated. How can estate planners help clients increase the odds that their family business will succeed through the generations?
    This webinar focuses on the critical issues and factors in family business succession planning that typically aren't found in tax codes, law schools, law firms, or accounting or financial institutions.
    When: Wednesday, October 23 2013
    • 4:15 p.m. ET / 1:15 p.m. PT
    To register visit Trusts & Estates Magazine/WealthManagement.com.

    Association of Information Technology Professionals: IT Security Impact on Business Initiatives
    The Association of Information Technology Professionals (AITP) upcoming panel “IT Security Impact on Business Initiatives” will featuring Meltzer Lippe attorney Paul Rubell discussing the legal aspects of security and cloud migration.
    When:  Tuesday, October 22, 2013 from Noon - 2:00 p.m.
    Where: The University Club
    • Hofstra University
    • Hempstead, New York
    For more information, or to register, visit ATIP Long Island Chapter website here.

    ABCs of Income Taxation: The Tax Aspects of Real Property Transactions
    This half-day program is designed to provide real estate practitioners with a fundamental overview of some of the most common federal tax implications of their transactions, enabling them to discuss these issues with their clients and to participate meaningfully with the clients’ accountants and tax professionals. Seasoned practitioners will discuss matters of tax ethics that real property transactions may raise and whether those issues may affect non-tax lawyers. Income tax topics will include a discussion of tax-planning structures that may reduce tax liability on the disposition of real property, such tax-free exchanges, arrangements that may help preserve capital gains, and work-out structures. The panel will also consider tax issues that arise with respect to leases and the best tax entity for owning real property.
    Faculty:
    Mark E. Wilensky, Esq., Meltzer Lippe, Mineola, NY (Chair); Ivy Joan Lapides, Esq., Greenberg Traurig, LLP, New York, NY; Lance Rothenberg, Esq., Hodgson Russ LLP, New York, NY; Joel Miller, New York, NY; Stephen M. Breitstone, Esq., Meltzer Lippe, Mineola, NY; Isaac Sperka, Ernst &Young, New York, NY; David Friedline, Esq., Ernst & Young, New York, NY
    Long Island:
    When:  Tuesday, October 22, 2013
    • From 8:30 a.m. – 1:00 p.m.
    Where: Long Island Marriott
    • 101 James Doolittle Boulevard
    • Uniondale, NY 11553
    New York City:
    When:  Thursday, October 24, 2013
    • From 8:30 a.m. – 1:00 p.m.
    Where: Concierge Conference Center
    • 780 Third Avenue (at 48th Street)
    • New York, NY 10017
    For information on the Long Island event click here, and for the New York City event here

    Stephen M. Breitstone to speak at 72nd NYU Institute on Federal Taxation (East Coast Session)
    Stephen M. Breitstone will discuss, Is There a Captive Insurance Company in Your Future? Fact v. Fable
    When:  Monday, October 21, 2013
    • From 5:15 p.m. – 6:55 p.m.
    Where: Grand Hyatt New York
    • New York, New York 10004
    For more information on the 72nd Institute on Federal Taxationclick here .

    39th Annual Notre Dame Tax & Estate Planning Institute:
    “The Self-Management Structure: A Potent, New Age Solution to the Business Succession Planning Conundrum,” by Avi Z. Kestenbaum, presented at Notre Dame’s nationally renowned two-day tax and estate planning institute.
    When:  October 18, 2013 from 9:00 – 10:00 a.m.
    Where: University of Notre Dame
    • Notre Dame Conference Center
    For more information visit the Notre Dame Tax & Estate Planning Institute website.

    New York Law Journal Webinar: Estate & Gift Tax Planning Techniques: Freeze Partnerships and the Related Valuation Issues, Including the Application of Marketability Discounts
    Speakers include: Stephen M. Breitstone, Stephen W. Shulman, Anchin, Block & Anchin; and Ashok Abbot, Ph.D., Anchin, Block & Anchin.
    When: Monday September 16, 2013
    From 11:00 a.m. – 12:00 p.m
    Where: Via Law.com webinar

    PLI 44th Annual Estate Planning Institute
    The Practising Law Institute will host its 44th Annual Estate Planning Institute featuring Meltzer Lippe partner Stephen M. Breitstone discussing “Estate Planning for Investment Real Estate.”
    On Day 1 of this two day institute, Stephen M. Breitstone will discuss: drafting and structuring entity agreements, special valuation considerations for investment real estate, planning to maximize income tax basis step-up and coping with negative capital, liquidity concerns and payment of estate taxes, special consideration for the foreign investor, and the pros and cons of alternative planning techniques.
    When: Monday September 16, 2013
    Seminar: 1:45 p.m. – 5:00 p.m.
    Where: New York City Seminar
    PLI New York Center
    • 810 Seventh Avenue
    • New York, NY 10019
    For more information, or to register for the live webcast via webinar, please visit www.PLI.edu.

    American Bar Association Tax Planning Workshop: “Drop & Swap” and “Mixing Bowl” Techniques
    For partners looking to go their separate ways, getting the right assets to the right partners in tax- advantageous ways can be difficult. The use of the “drop and swap” and “mixing bowl” techniques for these purposes can require sophisticated expertise with real estate and partnership tax planning. This panel will explore the use of these techniques and the audit risk their use may raise at the Federal and state levels.
    Moderator:
    Mark E. Wilensky, Meltzer Lippe Goldstein & Breitstone LLP, Mineola, NY
    Panelists:
    Stephen M. Breitstone, Meltzer, Lippe, Goldstein & Breitstone LL
    Louis S. Weller, Stewart Institutional Exchange Services LLC
    Professor Howard E. Abrams, Harvard Law School
    Donna M. Crisalli, Senior Level Counsel, Income Tax & Accounting, IRS
    When:  Saturday, September 21, 2013
    • From 10:30 a.m. – 11:30 a.m.
    Where: Hyatt Regency
    • San Francisco, CA
    For more information on the American Bar Association 2013 Joint Fall CLE meeting click here.

    The Advertising Self-Regulatory Council (ASRC) Annual Conference: Legal Ethics and Social Media
    Can attorney-client privilege be waived by inadvertent disclosures in social media? Do ethics permit you to access the social networking pages of an adverse party during e-discovery? Can an endorsement on LinkedIn violate legal ethics rules? Our panel of experts will examine these and other ethical issues relating to social media.
    Moderator:
    Jonathan I. Ezor – Asst. Professor of Law, Director, Center for Innovation in Business, Law and Technology (IBLT), Touro Law Center
    Panelists:
    Andrew B. Lustigman, Olshan, Grundman, Frome, Rosenzweig & Wolosky LLP
    Paul Rubell - Meltzer, Lippe, Goldstein & Breitstone, LLP
    When:  Tuesday, October 1, 2013
    • From 2:00 p.m. – 3:00 p.m.
    Where: The Ritz-Carlton New York
    • Two West Street
    • New York, New York 10004
    For more information on the Advertising Self-Regulatory Council (ARSC) Annual Conference click here.

    UJA Federation of New York: Tax and Estate Planning Conference
    Family Business Succession Planning: Modern Solutions presented by Avi Z. Kestenbaum.
    Most family businesses don’t survive this failure has nothing to do with tax planning. Estate planers must become better versed in family dynamics and modern business planning models. This session will focus on potential innovative and new-fashioned solutions to increase chances of longevity and success through the generations.
    When:  Wednesday, October 9, 2013
    • 7:45 a.m. – 5:00 p.m.
    Where: Hilton New York
    • 53rd Street & Avenue of the Americas
    • New York City
    For more information, or to register, visit the UJA Federation of New York website here.

    Navigating the New Tax Landscape: Critical Planning in 2013
    Join Stephen M. Breitstone and Avi Z. Kestenbaum, as well as Steve Shimony and Michele P. Tabak of J.P. Morgan for an in-depth discussion on the trends and opportunities available to real estate and business professionals resulting from the American Taxpayer Relief Act of 2012
    When:  Thursday, May 30, 2013 from 8:00 a.m. – 9:30 a.m.
    Where: Genadeen Caterers at The Sephardic Temple
    • 755 Branch Boulevard
    • Cedarhurst, NY
    For event details, please click here. For more information or to confirm your attendance please reply to Madeline Herrera or call (631) 755-5065.

    How to Prevent Insider and Outsider Fraud in Estate Planning and Estate Administration with Avi Kestenbaum
    Presenting at the Foundation for Accounting Education 2013 Anti-Fraud Conference, Avi Kestenbaum will discuss “How to Prevent Insider and Outsider Fraud in Estate Planning and Estate Administration.”
    Due to an aging population and changing social dynamics, estate litigation and fraud is on the rise. Learn how to help prevent estate litigation and fraud before it occurs, and how to deal with it following discovery.
    When: Tuesday, June 4, 2013
    Where: Citi Executive Conference Center
    • 153 East 53rd Street
    • New York, NY
    For more information please visit the Foundation for Accounting Education Conference Schedule at NYSSCPA.org, or click here for the full brochure.

    NYU Summer Institute in Taxation: Wealth Planning for High Net-Worth Individuals and Owners of Closely-Held Companies Section
    The New York University Summer Institute in Taxation will host a seminar featuring Meltzer Lippe partner Stephen M. Breitstone discussing “Estate Planning for Investment Real Estate.”
    Discussion focuses on the income tax aspects of estate planning for real estate owners, including how to avoid a conflict between income tax concerns and estate planning concerns, dealing with leveraged real estate having negative capital, why frequently used techniques such as installment sales to grantor trusts and GRATs may not be viable for these types of assets, and other consideration in estate planning for investment real estate.
    When: Wednesday, July 24, 2013
    Seminar: 3:00 pm – 4:30 p.m.
    Where: The Westin New York at Times Square
    • 270 W 43rd Street
    • New York, NY 11036
    For more information please visit the NYU registration page.

    The New Age of Estate Planning with Avi Kestenbaum
    Avi Z. Kestenbaum will discuss advanced estate planning, asset protection and charitable planning techniques in today’s new environment; providing an overview of charitable trusts, FLPs, GRATs, Sales to Grantor Trusts, Decanting Trusts, Freeze Partnerships and Foreign Trusts.
    When: Tuesday, July 30, 2013, 8:30 AM - 4:30 PM
    Where: Holiday Inn - Westbury
    • 369 Old Country Road
    • Carle Place, NY
    For more information please click here.

    Preferred Partnership Freezes with Stephen Breitstone
    At the at the New York State Society of Certified Public Accountants Annual Estate Planning Conference, Stephen M. Breitstone will present Preferred Partnership Freezes: a how-to discussion of the frequently overlooked technique of preferred partnership freezes and the circumstances in which it may be particularly suitable for your clients. Special emphasis will be placed on distilling the highly complex rules of Code Section 2701, and how to utilize the exceptions to Section 2701 as guideposts for this technique.
    When: Tuesday, May 21, 2013, From 2:30 p.m. – 3:25 p.m.
    Where: Double Tree by Hilton Hotel Metropolitan
    • 569 Lexington Avenue
    • New York, NY 10022
    For more information please visit the Estate Planning Conference Microsite.

    New York Police & Fire Widows’ & Children’s Benefit Fund
    Join Norman Cerullo, event Vice Chair and Jr. Board of Directors Member, and Jon Farrell, Committee Member, invite you to attend the New York Police & Fire Widows’ & Children’s Benefit Fund “Kick Off to Summer Benefit.”
    Honorary Event Chairs include actress Scarlett Johansson, Vincent Piazza of HBO’s Boardwalk Empire and Allison Williams of HBO’s Girls.
    All proceeds will allow The Fund to continue to provide financial assistance and additional programs to families in the future.
    For more information, to support The Fund and buy tickets to the event visit Norman Cerullo’s fundraising page.
    When: Saturday, May 16, 2013
    Where: Cabanas at The Maritime Hotel
    • 88 9th Avenue
    • New York, NY

    The New Age of Estate Planning with Avi Kestenbaum
    Avi Z. Kestenbaum will discuss estate planning strategies for clients who do not have assets that exceed the federal estate tax threshold and for those wealthier clients who do.
    When: Thursday, April 18, 2013, 4:00 PM - 6:00 PM
    Where: L'Abbate, Balkan, Colavita & Contini, L.L.P. 1001 Franklin Avenue
    • Suite 300
    • Garden City, NY 11530
    For more information please visit the Estate Planning Council of Nassau County.

    Estate Planning for Real Estate with Stephen Breitstone
    Stephen M. Breitstone will discuss estate planning strategies for clients with real estate as part of the Citrin Cooperman “Lunch and Learn” Series.
    When: Wednesday, April 24, 2013, 12:00 PM - 2:00 PM
    Where: Citrin Cooperman
    • 529 5th Avenue
    • New York, NY 10175
    For more information contact Citrin Cooperman.

    Wealth Management: Understanding Trusts & Estates
    Don't miss this valuable panel discussion that will bring into focus wealth management, retirement and estate planning from a strategic and tax-planning standpoint. Learn about various vehicles which are regularly used in this area including several different types of trusts (grantor trusts, life insurance trusts and residence trusts). The panel will speak about some of the major benefits which can be attained or and pitfalls to be avoided as well as asset protection which can be an additional benefit of proper planning.
    When: Tuesday, April 30, 2013, 8:15 PM - 10:00 AM
    Where: 65 South Service Road
    • Melville, NY
    For more information please contact the Institute of Management Accountants – Long Island Chapter.

    Howard Esterces Honored at the Nassau County Bar Association Dinner Dance
    Howard M. Esterces will be a “50 Year Honoree” at the Nassau County Bar Association One Hundred and Fourteenth Annual dinner Dance.
    When: Saturday, May 11, 2013
    Where: Marriott Hotel
    • 101 James Doolittle Boulevard
    • Uniondale, NY 11553
    For more information visit Nassau County Bar Association.

    Paul Rubell Hosts the Social Media Association, and Ajax Union CEO Joe Apfelbaum for “Everything Google”.
    Paul Rubell will host Joe Apfelbaum, CEO and Co-Founder of Ajax Union, and the SMA for a discussion on achieving “organic” results, free market intelligence tools and increasing office productivity with Google Apps
    When: Wednesday, April 17, 2013, 6:30 PM - 8:30 PM
    Where: Meltzer, Lippe, Goldstein & Breitstone, LLP
    • 190 Willis Avenue
    • Mineola, NY 11501
    For more information please visit the Social Media Association.

    Partner Paul Rubell will present “Current Developments in Privacy Laws” as a part of the Big Brother, Big Data and Big Business Conference at Touro Law Center.
    When: Friday, February 8, 2013
    Where: Touro Law Center
    • 225 Eastview Drive
    • Central Islip, NY 11722
    • Seminar: 9:10 a.m. – 10:00 a.m.
    For more information please visit the Touro Law Center registration page at www.tourolaw.edu/classregistration.

    Avi Z. Kestenbaum and Christine K. Knox present present “Tax Planning for Trusts and Estates.”
    Avi Z. Kestenbaum and Christine K. Knox will present “Tax Planning for Trusts and Estates,” as part of an upcoming National Business Institute seminar.
    When:  Wednesday, December 5, 2012
    Where: Holiday Inn of Plainview
    • 215 Sunnyside Boulevard
    • Plainview, NY 11803
    • Seminar: 9:00 a.m. – 4:30 p.m.
    For more information please visit the National Business Institute, or contact 800-930-6182.

    Avi Z. Kestenbaum to present “Legal Asset Preservation and Protection: Imperative for Every Person in Business.”
    Avi Z. Kestenbaum will present “Legal Asset Preservation and Protection,” as part of an upcoming breakfast seminar being held by Holtz Rubenstein Reminick, LLP.
    When:  Tuesday, December 11, 2012
    Where: Holtz Rubenstein Reminick
    • 125 Baylis Road
    • Melville, NY 11747
    • Breakfast: 8:00 a.m..
    • Seminar at 8:30 a.m.

    Partner Stephen Breitstone to speak at FAE 2012 Estate Planning Conference
    Mr. Breitstone will discuss “Preferred Partnership Freezes”
    When:  Tuesday, October 30, 2012 from 2:35 p.m. to 3:25 p.m.
    Where: New York Life Insurance Company
    • 51 Madison Avenue (Btwn. 27th & 28th Streets)
    • New York, New York 10010
    To register for the Live Webcast, visit www.nysscpa.org.

    Partner Sheldon Goldstein to speak at ICSC U.S. Shopping Center Law Conference
    Equity partner Sheldon Goldstein to discuss “20/20 Hindsight: Lessons Learned – Things Leases Should Have Covered and Didn’t”
    When:  Thursday, October 25, 2012
    Where: JW Marriot Grande Lakes
    • Orlando, FL
    • Presentation: 11:15 a.m. – 12:30 p.m.
    For more information visit www.icsc.org, or click here.

    Partner Stephen M. Breitstone to speak at the 71st NYU Institute on Federal Taxation (West Coast Edition)
    Session 1: (Moderator) Tax Policy Forum – Where do we go from here?
    When:  Wednesday, November 14, 2012
    Where: Hotel Del Coronado
    • 1500 Orange Avenue
    • Coronado, CA 92118
    • Session: 5:15 p.m. – 6:55 p.m.
    Session 2: Estate Planning for Investment Real Estate
    When:  Friday, November 16, 2012
    Where: Hotel Del Coronado
    • 1500 Orange Avenue
    • Coronado, CA 92118
    • Session: 1:15 p.m. – 2:15 p.m.

    Partner Stephen M. Breitstone to speak at the 71st NYU Institute on Federal Taxation (East Coast Edition)
    Session 1: (Moderator) Tax Policy Forum – Where do we go from here?
    When:  Wednesday, October 24, 2012
    Where: Hilton New York
    • 1335 6th Avenue
    • New York, New York 10019
    • Session: 5:15 p.m. – 6:55 p.m.
    Session 2: Estate Planning for Investment Real Estate
    When:  Friday, October 26, 2012
    Where: Hilton New York
    • 1335 6th Avenue
    • New York, New York 10019
    • Session: 1:15 p.m. – 2:15 p.m.

    Partner Avi Z. Kestenbaum presents “Legal Asset Preservation and Protection”
    Equity partner Avi Kestenbaum will present “Legal Asset Preservation and Protection: Imperative for Every Person and Business.”
    When:  Thursday, October 18, 2012
    Where: Herald National Bank
    • 58 South Service Road
    • Rex Corp. Building: Lower Level Auditorium
    • Melville, NY 11747
    • Breakfast: 8:00 a.m. – 8:45 a.m.
    • Seminar: 8:45 a.m. – 10:00 a.m.
    For more information please visit the Herald National Bank website or contact Joanne Callahan at jcallahan@heraldnb.com.

    Partner Paul Rubell speaks at “Legal Stuff Explained 2.1: Growing and Funding Your Business”:
    When: Thursday, September 13, 2012 from 6:30 p.m. to 7:30 p.m.
    Where: Docracy offices at NYU-Poly D.U.M.B.O Incubator
    • 20 Jay Street
    • Brooklyn, NY 11201
    For more information please click here..

    Partner Stephen Breitstone speaks at “Sidney Kess Estate, Tax & Financial Planning UJA Conference.”
    Equity partner Stephen Breitstone to discuss “Estate Planning for Real Estate Owners: Don’t Forget the Income Tax Side”
    When:  Thursday, September 13, 2012
    Where: Hilton New York
    • 1335 6th Avenue
    • New York, New York 10019
    • Registration: 7:45 a.m. – 8:15 a.m.
    • Presentation: 11:50 a.m. – 12:40 p.m.
    To view the full brochure click here.

    Partner Paul Rubell to speak at the “10th International Cloud Expo”:
    Equity partner Paul Rubell will present “Cloud Computing and Healthcare” at the Jacob Javits Center in New York City.
    When: Tuesday, June 12, 2012
    Seminar: 6:20 pm – 7:05 pm
    Where: Jacob Javits Center
    For more information please visit the Cloud Computing Expo schedule of events here.

    Trusts 101:
    Join Meltzer Lippe, partner Avi Z. Kestenbaum at an NBI seminar: Trusts Used for Tax Reduction. Kestenbaum will discuss: charitable remainder trusts; qualified domestic trusts; qualified personal residence trusts; defective trusts; education trusts for children and grandchildren; and generation skipping trusts.
    When:  When: June 12, 2012
    Where: Melville Marriott Long Island
    • 1350 Old Walt Whitman Road
    • Melville, NY 11747
    For more information, click here.

    Partner Stephen M. Breitstone to present before “Bloomberg BNA Tax Advisory Committee”
    Equity partner Stephen Breitstone, and Jerome M. Hesch, director of the 38th Notre Dame Tax and Estate Planning Institute, will present “Income Tax Planning and Estate Planning for Negative Capital Accounts: The Entity Freeze Solution” to the Bloomberg BNA Tax Advisory Committee.
    When: Thursday, June 14, 2012
    This event is by invitation only.

    Please click here for more information.

    Tax Exempt Organizations From Start to Finish
    Join Meltzer Lippe, partner Avi Z. Kestenbaum and attorney Eli Akhavan at an NBI seminar discussing: Liability of Directors and Officers; handling Contributions and Tax Deductions; Unrelated Business Taxable Income; and Advising on Operational Issues.
    When:  June 18, 2012
    Where: Melville Marriott Long Island
    • 1350 Old Walt Whitman Road
    • Melville, NY 11747
    For more information, click here.

    Estate and Tax Planners Risk Assessment and Checklist:
    The National Life Group will host a seminar featuring Meltzer Lippe partner Avi Z. Kestenbaum discussing “Estate and Tax Planners Risk Assessment and Checklist.”
    When: Wednesday, May 24, 2012
    Seminar: 6:00 pm – 8:00 pm
    Where: National Life Group
    • 733 3rd Avenue
    • Suite 200
    • New York, NY 11017
    Please RSVP by April 25th to Anthony Ringston (347-417-8364) or Tara Hodgens (347-417-8352).

    Step Long Island
    Save the Date: April 25, 2012; 6:30PM
    Jack Brister, Director in the Tax and Accounting Department at MBAF-ERE CPAs, LLC a division of Morrison, Brown, Argiz & Farra, LLC will discuss: Reporting of Foreign Assets and Shares of Foreign Corporations.
    For more information, click here.

    Venture Pitch 2012 – Connecting Entrepreneurial Genius to Development Capital.
    Meltzer Lippe, partner Ira Halperin and star panelist Daymond John of ABC’s hit TV show Shark Tank, will judge Long Island’s finest entrepreneurial ideas and pitches. The winner will be receive a 4 hour consulting session w/ Meltzer Lippe, and more…
    When:  When: March 15, 2012 from 8-10 a.m.
    Where: Leonard’s of Great Neck
    • 555 Northern Boulevard
    • Great Neck, NY 11021
    • (516) 487-7900
    For more information, click here.

    Real World Business Privacy: A Conference on Data Privacy & Protection Rules for Every Company
    Join partners Ira Halperin and Paul Rubell at the Touro College Jacob D. Fuchsberg Law Center to discuss: how to avoid the most common (and costly) privacy mistakes; the latest privacy laws about marketing, finance and data breach; whether and how companies may electronically monitor employees; why businesses must obey the privacy rules for other industries, states and even other countries and the privacy requirements for social media and cloud computing.
    When: Friday, March 9, 2012; 8:30AM - 1:30PM
    Where: Touro Law Center
    • 225 Eastview Drive
    • Central Islip, NY 11722
    For more information and Registration click here.

    Estate and Tax Planners Risk Assessment and Checklist:
    Join Meltzer Lippe, partner
    Avi Z. Kestenbaum to learn the “25 factors of estate planning;” what to consider and how being aware of the unique personal, family, and business issues of each client can lead to better results for all involved.
    When:  March 6, 2012;
    • Breakfast: 8:00 am – 8:45 am
    • Seminar: 8:45 am – 9:45 am
    Where: Herald National Bank
    • 58 South Service Road
    • Lower Level Auditorium2
    • Melville, NY 11747
    For more information contact Joanne Callahan by e-mail or at (631) 479-2302.

    Mitt Romney's Off-Shore Trusts and Accounts: Is He Playing by the Rules?
    What Financial, Accounting, and Legal Professionals MUST Understand about International Tax and Estate Planning in a Global Economy.
    For more information, click here.
    When: February 29, 2012 at 6:30 p.m.
    Where: Meltzer, Lippe, Goldstein & Breitstone, LLP

    Creative Estate and Tax Planning Strategies for Wealthy Clients
    Join partner Avi Kestenbaum at the New York State Society of CPA’s planning conference.
    When: Sunday, January 22, 2012
    Where: Long Island Marriot
    101 James Doolittle Boulevard
    Uniondale, New York 11553
    For more information, or to register click here.

    Essential Asset Protection Techniques and Strategies
    Get the Skills You need to Preserve Your Clients’ Wealth!
    Join partner Avi Kestenbaum at this NBI seminar.
    When: December 5, 2011, 8:00 am-4:40 pm
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville, NY.
    For more information and Electronic Registration click here.

    Tax Issues in Real Estate Loan and Lease Workouts, Foreclosures and Short Sales.
    Stephen M. Breitstone, Chair of Meltzer Lippe's Tax Practice, will be presenting at a Strafford live phone/web seminar entitled Tax Issues in Real Estate Loan and Lease Workouts, Foreclosures and Short Sales. Avoiding Unintended Tax Consequences With Distressed Property.
    This is a live 110-minute CLE/CPE teleconference with interactive Q&A. This teleconference will prepare counsel to understand the income tax implications of real estate loan and lease workouts, foreclosures and short sales for borrowers and lenders. The panel will outline best practices for managing tax consequences associated with these transactions.
    When: November 9, 2011
    Time: 1:00pm-2:50pm EST, 10:00am-11:50am PST
    For more information and Electronic Registration click here.

    Planning and Defending Domestic Asset-Protection Trusts
    Join
    Join Mary O'Reilly, one of the Panelists, at an American Bar Association Teleconference and Live Audio Webcast on Planning and Defending Domestic Asset-Protection Trusts.
    When: November 1, 2011
    Time: 1:00 PM - 2:30 PM Eastern
    For more information and Electronic Registration click here.

    20/20 Hindsight: Lessons Learned- Things Leases Should Have Covered But Didn't
    Sheldon M. Goldstein will be presenting a seminar to the International Council of Shopping Centers, 2011 U.S. Shopping Center Law Conference.
    When: October 26-28, 2011
    Where: The Biltmore Resort
    2400 East Missouri Avenue
    Phoenix, AZ 85016-3197
    For more information and Electronic Registration click here.

    Stephen M. Breitstone, Chair of Meltzer Lippe's Tax Practice and a member of the NYU Advisory Board, will be presenting a seminar at the New York University 70th Institute on Federal Taxation.
    This is a six-day program encompassing all major areas of tax including, current developments; tax controversies; corporate tax; partnerships, LLCs, and real estate; international tax; trusts and estates; executive compensation and employee benefits; closely held businesses; ethics and hot tax topics.
    When: October 23–28
    Where: The Grand Hyatt
    New York, NY
    When: November 13–18, 2011
    Where: The Fairmont Hotel
    San Francisco, CA
    For more information about the event, and electronic registration click here.

    Freezing Your Assets Off: Preferred Partnership Freezes For Both Estate Planning And Income Tax Planning And The Reverse Freeze Variation
    Join partner, Stephen M. Breitstone, a faculty member at the Thirty-seventh Annual Notre Dame® Tax & Estate Planning Institute who will be speaking about Individual Income Tax Planning Opportunities.
    When: Thursday September 15 - Friday September 16, 2011
    Where: South Bend's Century Center
    120 South St. Joseph Street
    South Bend, Indiana
    To Register, please click here.

    The Probate Process From Start to Finish
    Join Mary O'Reilly at this NBI seminar.
    When: August 22, 2011, 8:30 am-4:40 pm
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville, NY.
    For more information and Electronic Registration click here.

    Should you Opt Out of the 2010 Estate Tax? Why Real Estate Holdings May Be Key to Making the Right Decision
    Stephen M. Breitstone, head of our Tax Law Group, will be presenting, along with Professor Jerome Hesch of the University of Miami School of Law, at a webinar presented by Trusts & Estates Magazine.
    When: Wednesday, July 20, 2011
    Time: 2:00pm EDT/11:00 am PDT
    To register for this event, please click here.

    Big Picture Estate Planning
    Avi Kestenbaum discusses Critical Factors That All Insurance Professionals Must Understand to Build Effective Practices in the Current Environment.
    When: July 11-15, 2011
    Where: Montpelier, Vermont
    Read about Avi's presentation.

    Navigating Turbulent SEAS
    Avi Kestenbaum is one of the presenters at the SilverStone Estate Advisor Summit, discussing Creative Estate Planning Strategies.
    When: Tuesday June 14, 2011
    Where: Omaha Country Club;
    6900 Country Club Road
    Omaha, Nebraska

    How to Keep Tax-Exempt Organizations in Compliance
    Join partner Avi Kestenbaum at this NBI seminar.
    When: May 23, 2011, 8:30 am-4:40 pm
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville, NY.
    More information and Electronic Registration .

    The State of Estate Planning Change of Domicile
    Avi Kestenbaum will be speaking on The State of Estate Planning: How the New Law Influences the Way We Practice, Now and in the Future.
    When: May 11, 8:30 a.m. (8 a.m. breakfast)
    Where: Margolin, Winer & Evens LLP
    400 Garden City Plaza, 5th Fl.
    Garden City, NY
    Cost: $5 members, $10 nonmembers
    Contact: Perry A. Shulman by e-mail or call (516) 593-8080
    CPE: 2 credits
    Course code: 29030133
    Click here for more information.
    Click here to download the registration form.

    The Sandwich Generation- Non-Tax Considerations When Planning for Non-Traditional Families
    Mary O'Reilly will be speaking at the ABA Section of Real Property, Trust & Estate Law 22nd Annual Spring Symposia.
    The definition of family is changing. Yet, much of estate planning truly revolves around the family planning. Every five to ten years, your client’s family structure can change. Is the (non-traditional) estate planning keeping up?
    When: April 28-29, 2011
    Where: Grand Hyatt Washington
    1000 H Street
    NW, Washington, D.C. 20001
    More information and Electronic Registration.

    How CFOs Can Enhance Their Relationships with Bankers, Accountants & Attorneys
    Join Partner Ira Halperin at the monthly dinner meeting of IMA (The Association of Accountants and Financial Professionals in Business.)
    When: April 12, 2011
    Cocktails & Networking: 6:00pm Dinner & Panel: 7:00pm
    Where: The Milleridge Inn
    585 North Broadway
    Jericho, NY
    More information and Electronic Registration.

    LLC or INC.? Entity Selection for a Small to Medium Sized Business
    Join partner Paul Rubell at this NBI seminar.
    When: February 23, 2011, 9:00 am-4:30 pm
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville, NY.
    More information and Electronic Registration.

    Jeffrey A. Galant will be presenting a seminar updating participants on current developments in estate and financial planning. This seminar is for financial professionals with an intermediate knowledge of estate and financial planning.
    When: Tuesday December 14, 2010, 6:00pm
    Where: WeiserMazars LLP
    3000 Marcus Avenue, Suite 2W1
    Lake Success, NY 11042

    How to Terminate the Employee from Hell
    Jon Farrell will be presenting a seminar on how to terminate the difficult, problematic employee, with the proper and necessary documentation and paperwork.
    When: Thursday, November 18, 2010, 6:00pm
    12:00 p.m. - 1:00 p.m.
    4:15 p.m. - 5:15 p.m
    Where: NYS Career School
    437 Old Albany Post Road
    Garrison, New York 10524
    For the complete event schedule, click here.

    Meltzer Lippe Establishing STEP Long Island Branch
    Meltzer, Lippe, Goldstein & Breitstone, LLP is pleased to announce that it is establishing the Long Island Branch of the Society of Trust and Estate Practitioners.
    Date: November 16, 2010
    Time: 8:30am to 10:30am
    Where: Meltzer, Lippe, Goldstein & Breitstone, LLP
    190 Willis Avenue - 3rd Floor
    Mineola, New York 11501

    Stephen M. Breitstone, Chair of Meltzer Lippe's Tax Practice and a member of the NYU Advisory Board, will be presenting a seminar at the New York University 69th Institute on Federal Taxation in San Diego November 14- 19, 2010.
    Steve will be speaking about Divisions and Mergers of Partnerships. For hundreds of tax practitioners, the NYU Institute on Federal Taxation is the event of the year. For more information about the event, click here.

    Stephen M. Breitstone, Chair of Meltzer Lippe's Tax Practice and a member of the NYU Advisory Board, will be presenting a seminar at the New York University 69th Institute on Federal Taxation in San Diego November 14- 19, 2010.
    Steve will be speaking about Divisions and Mergers of Partnerships. For hundreds of tax practitioners, the NYU Institute on Federal Taxation is the event of the year. For more information about the event, click here.

    Join partner, Avi Kestenbaum a faculty member at the Thirty-sixth Annual Notre Dame® Tax & Estate Planning Institute who will be speaking about Risk Assessment and Checklist: The Big Picture is Often Overlooked but Critical.
    When: Thursday October 28 - Friday October 29, 2010
    Where: South Bend’s Century Center
    120 South St. Joseph Street
    South Bend, Indiana
    Click Here to Register.

    Stephen M. Breitstone will be one of the presenters at the Distressed Real Estate Summit – New York, a GreenPearl Event, speaking on structures and strategies for lenders and owners relating to distressed real estate.
    When: Thursday October 21, 2010
    Where: Park Central Hotel, New York
    More information and Electronic Registration.

    An Attorney’s Guide to Asset Protection
    Join partner Avi Kestenbaum examining how to effectively use asset protection tools to protect clients’ wealth and adhere to their financial goals and wishes.
    When: Monday October 18, 2010; 8:15am-10:00am
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville NY 11747
    More information and Electronic Registration.

    Ed Slott Master Elite Ira Advisor Group Seminar
    Partner Avi Kestenbaum will be the “keynote speaker” at Ed Slott’s Master Elite IRA Advisor Group on Sunday, September 26, 2010 in Chicago, Illinois.

    Stephen Breitstone will be presenting at the 2010 FEA Annual Conference.
    When: September 25, 2010
    Where: The Flamingo, Las Vegas, NV
    Non-Safe Harbor Exchanges
    Balancing the tax and business risks of a non-safe harbor parking arrangement. What is the "magic" percentage of equity the Accommodation Party should put in to the transaction? Are non-safe harbor parking arrangements a viable alternative when a construction project cannot be completed within the 180-day safe harbor period? Who keeps the books? What is the audit risk?
    For more information click here.

    Resolving Estate, Will and Trust Contests.
    Avi Kestenbaum is a faculty member presenting information regarding Estate Management and legal issues such as error or fraud.
    When: Thursday August 19, 2010
    Where: Melville Marriott Long Island
    1350 Old Walt Whitman Road
    Melville NY 11747
    More information and Electronic Registration.

    Planning for the Sale of Your Business in a Down Economy
    Join partner Ira R. Halperin at this Quarterly CPE Breakfast Seminar presented by The Institute of Management Accountants.
    When: Tuesday July 27, 2010; 8:15am-10:00am
    Where: 68 South Service Road, Melville, NY 11747, Lower Level Auditorium
    Register online with a credit card.

    Avi Kestenbaum Keynote Speaker at Estate Planning Conference.
    When: Tuesday July 13, 2010
    8:50AM - 5:00PM
    Where: New York Helmsley Hotel
    212 East 42nd Street
    Between 2nd and 3rd Avenues
    More information and Electronic Registration.
    Complete Brochure and Mail-In Registration.
    This conference is being broadcast via Live Webcast. If you can’t attend the event in person, you can still experience the same great speakers and topics directly from your PC.
    Click Here to Register.

    Trusts 201.
    Join partner Avi Kestenbaum at this NBI seminar.
    When: Tuesday June 22, 2010; 9:00AM
    Where: Melville Marriott Long Island; 1350 Old Walt Whitman Road, Melville, NY
    For more information and registration click here.

    Join Avi Kestenbaum at an American Bar Association Teleconference and Live Audio Webcast on Risk Assessment and Checklist: The Big Picture is Often Overlooked But Critical for All Estate Planners and Plans.
    When: June 8, 2010
    Time: 1:00 PM - 2:30 PM Eastern
    Avi Kestenbaum has published important articles on this topic. You can learn more by clicking here.

    Protecting Your Business and Assets During Uncertain Times: What Every Company and Individual Must Know.
    Join partners Avi Kestenbaum and Thomas J. McGowan for this FREE seminar.
    When: Wednesday, March 3, 2010; 8:00AM
    Where: Meltzer, Lippe, Goldstein & Breitstone, LLP, 190 Willis Avenue, Mineola, New York 11501
    For more information click here.

    Drafting Effective Wills and Trusts
    Join partner Avi Kestenbaum at this NBI seminar.
    When: November 9, 2009
    Where: Melville Marriott; 1350 Old Walt Whitman Road, Melville, NY.
    For more information click here.

    Collection Law from Start to Finish
    Join partner Thomas J. McGowan at this NBI seminar.
    When: November 5, 2009
    Where: Hilton Long Island: 598 Broadhollow Road, Melville, NY.
    For more information click here.

    Cutting-Edge Asset Protection Skills and Techniques
    Join partner Avi Kestenbaum at this NBI seminar.
    When: October 28, 2009
    Where: Hilton Long Island; 598 Broadhollow Road, Melville, NY.
    For more information click here.

    How to Navigate the E-Discovery Minefield While Controlling Costs
    Join partner Michael H. Masri at this New York City Bar seminar.
    When: September 10, 2009
    Where: The Association of the Bar of the City of New York
    42 West 44th Street, New York, NY.
    For more information and Registration click here.

    Avi Kestenbaum will speak at a Seminar on the Top 10 Estate Planning Techniques.
    July 15, 2009
    at the Holiday Inn in Plainview.
    For more information and to register click here.