Trusts & Estates News

Estate Administration I:  Stepping Up – Preparing Your Estate

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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Cathleen Bahan Consulting

Michael L. Landsman Presented “Key Strategies for Real Estate Investors”

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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Cathleen Bahan Consulting

Pro Bono Services for Health Workers

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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Cathleen Bahan Consulting

Trust & Estates Update – Spring 2020

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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Cathleen Bahan Consulting

Michael L. Landsman Presented “Estate Planning Strategies for Real Estate Investors”

With Marcus & Millichap, Holm & O’Hara Co-Managing Partner Michael L. Landsman presented “Estate Planning Strategies for Real Estate Investors” on March 5, 2020.

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Cathleen Bahan Consulting

In-Secure:  New Law Has Profound Impact on Inherited Retirement Accounts

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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Cathleen Bahan Consulting

Michael Landsman Presented “Estate Planning Strategies for Real Estate Investors”

With Marcus & Millichap, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Estate Planning Strategies for Real Estate Investors” on December 11, 2019.

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Cathleen Bahan Consulting

Michael L. Landsman Presented “Like-Kind Exchanges & Long Term Planning Options”

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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Cathleen Bahan Consulting

Michael L. Landsman Presented “Estate Planning Strategies for Commercial Real Estate Investors”

With Landlords NY, Holm & O’Hara LLP Co-Managing Partner Michael L. Landsman presented “Estate Planning Strategies for Commercial Real Estate Investors” on October 30, 2019.

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Cathleen Bahan Consulting

Chaya Biskin-Sitko Presented “Estate Planning Strategies for Commercial Real Estate Investors”

With Marcus & Millichap’s Lombardi Group, Holm & O’Hara LLP Partner Chaya Biskin-Sitko presented “Estate Planning Strategies for Commercial Real Estate Investors” on November 7, 2019.

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Cathleen Bahan Consulting

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