Publications Available on this website

• New Tax Laws, Client Advisory, December 20, 2010
• Important Estate Tax Bulletin, Client Advisory, December 29, 2009
• Annual Gift Tax Exclusion Amount to Increase to $13,000 as of January 1, 2009, Client Advisory, October 29, 2008
• IRC Sec. 2702 - GRITs (including Personal Residence Trusts and QPRTs), GRATs and GRUTs (Summary), GRITs, GRATs, and GRUTs Primer, January 1999

Additional Publications

• "Annual Exclusion Amount Increased to $11,000/New York Changes its Principal and Income Act," Client Advisory, January 14, 2002
• "The Economic Growth and Tax Relief Reconciliation Act of 2001," Client Advisory, June 7, 2001
• "How to Allocate Estate Expenses Under 'Hubert'," New York Law Journal, April 6, 1998
• "IRC Sec. 2702--GRITS (Including Personal Residence Trusts and QPRTS), GRATS and GRUTS" in Valuation, Taxation and Other Planning Techniques for Large Estates, Practicing Law Institute, 1997
• Comment on proposed IRS Reporting Regulations for Widely Held Grantor Trusts
• "Making Charitable Gifts of Interests in Closely Held Corporations," Journal of Taxation of Exempt Organizations, January/February 1996