We advise our domestic and international clients on a broad spectrum of legal needs, including: estate and tax planning; business succession issues; litigated Surrogate's Court cases; trust and estate administration; lifetime transfers of wealth; and private foundations. We handle many of our clients' tax issues, including controversies with the Internal Revenue Service and other taxing authorities.
Alan Halperin Presents at Heckerling Institute of Estate Planning
- Events
- January 24, 2018
Personal representation partner Alan Halperin delivered a presentation, “Selected Subchapter J Subjects: From the Plumbing to the Planning, Preventing Pitfalls with Potential Payoffs,” to the Heckerling Institute of Estate Planning, the nation’s premier conference for estate planning professionals. The presentation provided an overview of Subchapter J, including the rules related to grantor trusts and non-grantor trusts, and addressed potential pitfalls and planning opportunities.