Events

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

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.

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.

Practical Skills - Introduction to Estate Planning.
Sally M. Donahue will be speaking at a New York State Bar Association Continuing Legal Education Program about testamentary gifts, a topic that includes will-drafting issues, spousal right of election and various types of trusts.
When: October 25, 2011
Where: Long Island Melville Marriott
1350 Old Walt Whitman Road
Melville, NY 11747
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.