The Firm produces a periodic Report to Clients to update clients on matters of importance to their businesses and estate plans. Current and archived Reports may be accessed below:

Spring 2007: New York's New Law on Disposition of Human Rights / Postponing Taxes on Real Estate / Reverse Triangular Mergers: A Convenient Truth

Fall 2005: Anticipation of Federal Estate Tax Changes on January 1, 2006

June 28th, 2005: Depreciation Tip of the Month

June 15, 2005: Advance Health care Directives

November 2004: Miss de Groot's Revenge

Summer 2004: Uncle Sam Giveth, Certain States Taketh: Coping With Decoupling

Winter 2004: Maximizing Exemptions / Yes, You Should Make Gifts

Spring 2003: Five Easy Pieces In Uneasy Times

Fall 2002: Estate and Tax Planning September 2002

Winter 2002: New Year, New Planning Opportunities

Fall 2001: New York Legislation Will Enhance Total Return Trusts

Summer 2001: New Law Gradually Reduces Estate and GST Taxes with Repeal Scheduled for 2010

Spring 2001: Estate and Tax Planning, IRS Simplifies and Liberalizes Rules on Required Minimum Distributions

Winter 2001: GRITs for a Special Group of Relatives and Non-Family Beneficiaries

Fall 2000: Lifetime Giving Remains a Useful Estate Planning Strategy

Mid-Winter 2000: Current Changes in New York Estate and Gift Tax Law

Fall 1999: The Total Return Trust

Fall 1998: Just Saying "No": Disclaimers In Estate Planning & Administration

Fall 1997: 1997 Tax Developments

Fall/Winter 1996: Expatriate and Foreign Trust Rules and IRS Notice 96-65

Spring 1996: 1996 Tax Developments

Summer 1995: 1995 Tax Developments

June 1994: Charitable Planning

January 1994: Trusts and Beneficiaries


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