Trusts & Estates News

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

With Marcus & Millichap, Holm & O’Hara Co-Managing Partner Michael Landsman presented “Estate Planning Strategies for Real Estate Investors” on September 19, 2019.

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Cathleen Bahan Consulting

Michael L. Landsman Presented “Estate Sales: What You Need to Know”

With Marcus & Millichap, Holm & O’Hara Co-Managing Partner Michael Landsman presented “Estate Sales: What You Need to Know,” a broker training course, on September 18, 2019.

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Cathleen Bahan Consulting

Michael L. Landsman Presented “Estate Planning Strategies”

With LandlordsNY, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Estate Planning Strategies” on September 10, 2019.

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Cathleen Bahan Consulting

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

With Marcus & Millichap, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Estate Planning Strategies for Commercial Real Estate Investors” on July 24, 2019.

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Cathleen Bahan Consulting

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

With John J. Stewart & Associates, Holm & O’Hara LLP Co-Managing Partner Michael Landsman presented “Estate Planning Strategies for Real Estate Investors” at the second quarter real estate investor luncheon on June 6, 2019.

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Cathleen Bahan Consulting

Michael L. 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 March 7, 2019.

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Cathleen Bahan Consulting

It’s Gotten Easier to Fall Off NY’s Estate Tax Cliff—Again

Following federal estate tax reforms that took effect in 2014, New York State also revised its estate tax law so that estates of deceased New York residents worth less than $5 million (adjusted for inflation, currently $5.74 million) are no longer subject to estate tax.  The basic exclusion amount was previously just $1 million.  Rather […]

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Cathleen Bahan Consulting

Trusts & Estates Update – Spring 2019

With the onset of the 2018 tax season, the impact of the Tax Cuts and Jobs Act (Pub. L. No. 115-97) (“TCJA”), passed quickly at the end of 2017 is becoming more apparent. One year after the enactment of the new law, its wide-ranging effects on both individuals and companies are coming more clearly into […]

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Cathleen Bahan Consulting

Naughty and Nice: Tips for Post-Holiday Estate Planning

The holidays are over.  The champagne flutes and decorations are stowed away, and the prospect of spending hours feasting and reminiscing with your nearest and dearest at is again at a safe distance in the future.   The holiday season offers an opportunity to reflect on the people in your life and how you may […]

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Cathleen Bahan Consulting

Estate Planning: The Fun and the Factual ​

Very few people enjoy estate planning. After all, who wants to think about why you need an estate plan in the first place? But as with many human endeavors, estate planning does have a lighter side. Here are five fun facts from Holm & O’Hara LLP lead Trusts & Estates Partner Chaya Biskin-Sitko, who compiled them […]

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Cathleen Bahan Consulting

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