Estate Planning

Jordan Kanzer

Biography Jordan drafts Last Wills and Testaments employing sophisticated estate tax strategies, Living Wills, Health Care Proxies, Powers of Attorneys, and revocable and irrevocable trusts, including Spousal Lifetime Access Trusts

Robert S. Barnett

Biography Mr. Barnett applies creative and practical solutions to estate and business planning.  He has served on many committees, is a frequent lecturer, and has published articles on numerous aspects

Gregory L. Matalon

Gregory L. Matalon

Biography He regularly helps individuals and families plan for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of

Late Portability Election: New Relief Available

Late Portability Election: New Relief Available The IRS has just changed the timeframe for filing a late portability election for federal estate tax purposes. This is extremely important to those

Estate Planning Opportunities in a Volatile Market

By Gregory L. Matalon, Esq. and Jordan Kanzer, Esq. Volatility in the stock market may provide additional estate planning opportunities. Depressed stock prices and the potential for future growth are