Trusts & Estates News
When constructing an estate plan, most people think primarily about who is going to get what. Fewer people thoroughly consider who is going to make sure that those wishes for distribution are efficiently carried out in a way that does not impose unnecessary costs on the estate. In Part I of our conversation on estate […]
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Posted on August 4th, 2020 in Chaya R. Biskin-Sitko, News Items, Trusts & Estates
With Marcus & Millichap, Holm & O’Hara Co-Managing Partner Michael L. Landsman presented “Key Strategies for Real Estate Investors” at the 2nd Quarter Real Estate Investor Summit webcast on June 11, 2020.
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Posted on June 14th, 2020 in Michael L. Landsman, News Items, Trusts & Estates
The Trusts & Estates attorneys at Holm & O’Hara LLP are now offering FREE basic urgent planning services for health care workers in New York City. This pro bono service includes a personalized Last Will and Testament and health care directives. We believe the provision of these documents to our valued health care professionals will […]
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Posted on April 21st, 2020 in News Items, Trusts & Estates, Trusts & Estates Blog
COVID-19 Introduces New Challenges – and Some Opportunities: The COVID-19 pandemic introduced many financial and economic challenges for individuals and families at all income and asset levels. Deep uncertainty makes careful planning and document management more essential than ever. At the same time, the still-transforming legal and regulatory landscape may provide new possibilities for strategic planning. This update contains short summaries of changes in the law, tips on best practices, and overviews of potential tax saving strategies.
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Posted on April 16th, 2020 in News Items, Trusts & Estates, Trusts & Estates Update
If you are like most people, a significant amount of your net worth is probably tied up in retirement accounts. Traditional IRAs and 401(k) plans offer a great avenue for pre-tax assets to grow and then be taxed later, usually at a much lower rate when you are past your peak earning years. Roth IRAs, […]
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Posted on February 24th, 2020 in News Items, Newsletter, Trusts & Estates
With Marcus & Millichap and Legal 1031 Exchange Services, Holm & O’Hara LLP Co-Managing Partner Michael L. Landsman presented “Like-Kind Exchanges & Long Term Planning Options” on November 5, 2019.
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Posted on November 20th, 2019 in Michael L. Landsman, News Items, Trusts & Estates