Erika H. Hooker, Joseph J. Porcello, David A. Holstein
March 19, 2020
While the vineyard is still quiet and contemplating the end of winter, now is the perfect time for New York wineries to be considering succession planning. Are there family members ready for more responsibility? Key employees you want to reward going into the next harvest season and beyond? Are you at an age where Medicaid
Read More »David A. Holstein
August 10, 2016
The U.S. Treasury recently issued proposed regulations under Section 2704 of the Internal Revenue Code that severely limit the use of valuation discounts for transfers of limited liability company ("LLC"), partnership and corporate ownership interests among family members. If finalized as proposed, the regulations will negatively impact popular estate planning strategies, such as the gifting
Read More »Aidan Mitchell-Eaton, Julia J. Martin, Sharon A. McAuliffe, Virginia A. Hoveman, Laurence G. Bousquet, David A. Holstein, Emilee K. Lawson Hatch, Christine Woodcock Dettor
June 24, 2014
Effective April 1, 2014, New York's rules have changed for estate and gift tax. We have summarized the changes and their potential impact on your estate plan. Click on the document link above to review our full report.
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