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Speaking Engagement
Digital Assets
NYU School of Professional Studies Tax Conferences in July: Introduction to Trusts and Estates Conference -
Blog Post
Updated Reporting Requirements for Foreign Gifts and Foreign Trusts
Future Wealth Navigator -
Speaking Engagement
Taxation of Non-Grantor Trusts for “Smart” Dummies
ACTEC 2024 Summer Meeting -
Blog Post
Making Sense of New York’s Estate Tax “Cliff”
Future Wealth Navigator -
Award
Lawrence S. Chane Receives Distinguished Estate Planner Award
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Blog Post
Estate Planning for the Business Owner Series, Part 5: Estate Planning and the M&A Process
Future Wealth Navigator -
Blog Post
Estate Planning for the Business Owner Series, Part 4: Document the Transfer
Future Wealth Navigator -
Article
U.S. Appeals Court: Today’s Loans May Be Tomorrow’s Gifts
WealthManagement.com -
Blog Post
Estate Planning for the Business Owner Series, Part 3: Examples of Business Transfers and Valuations
Future Wealth Navigator -
Blog Post
Estate Planning for the Business Owner Series, Part 2: Valuing the Business
Future Wealth Navigator