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Taxation News

  • Boggio Moderates CLE Program at Westchester Surrogate's Court on Mediation

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerApril 03, 2019

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, was the moderator of a program held at the Westchester Surrogate's Court in White Plains, entitled, "Mediation in the Surrogate's Court". The program was co-sponsored by the Westchester County Surrogate's Court and the Westchester County Bar Association's Trusts & Estates Section. The speakers at the program included Judge Brandon R. Sall, the Surrogate of Westchester County, various attorneys at the Surrogate’s Court and other attorneys in private practice.

  • Boggio Speaks on Estate Planning Issues

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerFebruary 06, 2019

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, spoke at a program sponsored by Westchester County Bar Association's Trusts & Estates Section, entitled “Heckerling 2019 Review”.  This was a review of the January 2019 program given by the University of Miami School of Law, Heckerling Institute on Estate Planning. The Heckerling Institute on Estate Planning is the leading educational conference for estate planners. Heckerling offers practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by the 2017 Tax Act and provides attendees the opportunity to expand their estate planning expertise. 

  • Felsenfeld Joins Firm as an Associate Attorney

    Natalie S. Felsenfeld, White Plains Surrogate's Court & Trusts & Estates LawyerFebruary 04, 2019

    We are pleased to announce that Natalie S. Felsenfeld has joined our firm as an associate attorney. Natalie is a member of our Trusts & EstatesCharitable Gift PlanningExempt OrganizationsTaxation and Surrogate's Court Litigation groups.

  • Boggio Elected Director of Westchester's Estate Planning Council

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 03, 2015

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, was elected a director of the Estate Planning Council of Westchester County.

  • Boggio Speaks on Estate Planning with Revocable Trusts for WWBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerApril 16, 2015

    Gail M. Boggio, who co-chairs our Trusts & Estates and Surrogate’s Court Litigation groups, spoke on April 16, 2015 on "Estate Planning with the Revocable Trust” for the Westchester Women's Bar Association (Trusts & Estates and New Lawyer Committees). 

  • Streng is Program Chair for NYSBA Trusts & Estates Law Section's Annual Program

    Frank W. Streng, White Plains Estate Litigation LawyerJanuary 28, 2015

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was the program chair for the annual CLE program held in Manhattan for the Trusts & Estates Law Section of the New York State Bar Association. The program, attended by about 600 lawyers, was entitled, "Revocable Trusts: Administration & Litigation in New York."  Frank was also part of the panel discussion at the program, entitled: “A Model for Litigating Revocable Trusts in New York.”

  • Boggio Elected to Executive Committee of Trusts & Estates Law Section of NYSBA

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 28, 2015

    Gail M. Boggio, who co-chairs our Trusts & EstatesTax and Surrogate’s Court Litigation groups, was elected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association. Gail serves as Vice Chair of the Continuation Legal Education Committee.

  • Boggio, Bramson, Brophy, Donelli, Gebhardt, Miller & Streng Selected as Super Lawyers

    Frank W. Streng, White Plains Estate Litigation LawyerGail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerHowell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2014

    Seven of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Gail M. Boggio has again been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Howell Bramson has again been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has again been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has again been selected in the fields of Appellate/Family Law. Frank W. Streng has been selected in the fields of Estate & Trust Litigation and Estate Planning & Probate. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Bramson Co-Authors Article on Changes in New York Tax Law

    Howell Bramson, White Plains Business & Tax LawyerSeptember 01, 2014

    Howell Bramson, who chairs our Taxation practice group, authored an article for the Newsletter for the Trusts & Estates Law Section of the New York State Bar Association. entitled "New York has at Last Updated its Estate, Gift & Trust Income Taxes – But Were These the Requested Changes."

  • Streng is a State-Wide Chair of CLE Program on Discovery Proceedings in Surrogate's Court and Will Lecture in Multiple Locations

    Frank W. Streng, White Plains Estate Litigation LawyerJune 11, 2014

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Discovery Proceedings in Surrogate’s Court" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations: Albany [5/29/14], Buffalo [5/30/14], Manhattan [6/11/14], Long Island [5/30/14], Rochester [6/5/14], Syracuse [5/29/14] and Westchester [6/5/14). Frank lectured at three locations (Albany, Manhattan and Westchester) on the portion of the program entitled, "Turnover Phase, Discovery and Trial".

  • Streng Moderates & Bramson Speaks at Webcast on Changes in NYS Tax Law

    Frank W. Streng, White Plains Estate Litigation LawyerHowell Bramson, White Plains Business & Tax LawyerMay 30, 2014

    Frank W. Streng and Howell Bramson participated in a webcast sponsored by the Trusts & Estates Law Section of the New York State Bar Association that discussed the changes that were just enacted in New York's tax law. Effective April 1, 2014, New York made significant changes to its estate tax and in the income taxation of certain trusts. Howell spoke at the webcast. Frank was the moderator.

  • Boggio Lectures on Estate Planning & Family Wealth Transfers

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerDecember 10, 2013

    Gail M. Boggio, a member of our Trusts & Estates and Tax groups, lectured on December 10, 2013 on “Estate Planning and Family Wealth Transfers” for the Richmond County Bar Association (Surrogate's Court Committee).

  • Bramson Speaks on Estate Valuation Discounting

    Howell Bramson, White Plains Business & Tax LawyerNovember 13, 2013

    Howell Bramson, who chairs our Taxation practice group, lectured in Elmsford, New York on November 13, 2013 for the Elder Law Section of the New York State Bar Association as part of an all-day program entitled, "Advanced Document Drafting for the Elder Law Attorney." Howell provides an Overview of Estate Valuation Discount Vehicles, such as FLPs, CRTs, etc.

  • Streng Co-Chairs NYSBA Program "Introduction to Estate Planning"

    Frank W. Streng, White Plains Estate Litigation LawyerOctober 31, 2013

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, was a state-wide moderator of a program entitled "Introduction to Estate Planning" for the Trusts & Estates Law Section of the New York State Bar Association. The program was offered in seven locations: Albany [10/30/13], Buffalo [10/29/13], Manhattan [10/30/13], Long Island [10/31/13], Rochester [10/28/13], Syracuse [10/31/13] and Westchester [10/29/13]).

  • Boggio, Bramson, Brophy, Donelli, Gebhardt & Miller Selected as Super Lawyers

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerHowell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2013

    Six of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Gail M. Boggio has been selected in the fields of Estate & Trust Litigation/Estate Planning & Probate/Elder Law. Howell Bramson has again been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has again been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has again been selected in the fields of Appellate/Family Law. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Bramson Elected Co-Chair of WCBA Tax Section

    Howell Bramson, White Plains Business & Tax LawyerJuly 01, 2013

    Howell Bramson, who chairs our Taxation practice group, was elected co-chair of the Tax Section of the Westchester County Bar Association.

  • Boggio Lectures on Estate Planning for Affluent Clients

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 08, 2013

    Gail M. Boggio, a member of our Charitable Gift PlanningTaxation and Trusts & Estates groups, lectured on "Planning for the Affluent Client or the Changing Landscape” at the Annual Convention of the Women’s Bar Association for the State of New York in Philadelphia, Pennsylvania. Gail's presentation discussed, among other topics, lifetime giving to reduce the New York estate tax; planning for retirement assets; the continuing value of the bypass trust; and the new portability rules. Click at Outline to see seminar outline.

  • Bramson Speaks on Tax Planning for Non-Citizens

    Howell Bramson, White Plains Business & Tax LawyerMay 23, 2013

    Howell Bramson, who chairs our Taxation practice group, lectured on "US Income Tax and Estate Planning for Non-Citizens" on May 23, 2013 in Tarrytown, New York for UJA Federation of NY’s 23rd Annual Westchester Estate, Tax and Financial Planning Conference. Click at Outline to see seminar outline.

  • Streng in the News, Again, on his Nissan Leaf

    Frank W. Streng, White Plains Estate Litigation LawyerNovember 02, 2012

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group, continues to be in the news on his Nissan Leaf electric car. Previously, Frank was interviewed by News 12 Westchester as the first owner of the Nissan Leaf in Westchester. This time, Frank was interviewed by the New York Times on how he faired with his Leaf during Sandy, when he had no power at his home to charge his car. As the Time reports: “With no power (or generator) at home, Mr. Streng has been using a public charger at the White Plains train station, a couple of blocks from his office. 'I’m now using that as a primary energy source,' Mr. Streng said. 'It’s my third day in a row doing it. It’s worked out fine.'”

  • Bramson, Brophy, Donelli, Gebhardt & Miller Selected as Super Lawyers

    Howell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerDolores Gebhardt, White Plains Divorce LawyerJudge Miller, Appellate Practice & Mediation LawyerOctober 01, 2012

    Five of our lawyers have been selected Super Lawyers in the New York Metropolitan area. Howell Bramson has been selected in the fields of Estate Planning/Tax and Corporate Business. Joseph Brophy has again been selected in the fields of Personal Injury/Medical Malpractice, General, Estate & Trust Litigation. Kathleen Donelli has again been selected in the fields of Family Law/Collaborative Law/Appellate. Dolores Gebhardt has been selected in the fields of Family Law/Collaborative Law/Appellate. Judge Sondra Miller has been selected in the fields of Appellate/Family Law. Joe Brophy has also been selected as one of Westchester's top 25 lawyers. Super Lawyers is a listing of outstanding lawyers from more than 70 practice areas who have been recognized by their colleagues as having the highest degree of peer recognition and professional achievement.

  • Streng Interviewed by Sierra Club on Electric Car

    Frank W. Streng, White Plains Estate Litigation LawyerMarch 14, 2012

    Frank W. Streng, who heads our Surrogate's Court Litigation group, continues to enjoy his "celebrity" status in purchasing the first pure electric car in Westchester County. Frank was interviewed by the Sierra Club.

  • Streng Elected Chair of NYSBA's Trusts & Estates Section's CLE Committee

    Frank W. Streng, White Plains Estate Litigation LawyerJanuary 25, 2012

    Frank W. Streng, who chairs our Surrogate’s Court Litigation group and co-chairs our Trusts & Estates group, was reelected to the Executive Committee of the Trusts & Estates Law Section of the New York State Bar Association and Chairs the section's Continuing Legal Education committee.

  • Kiggins & Bramson Author Chapter on US Taxes on International Tax Systems

    Howell Bramson, White Plains Business & Tax LawyerJanuary 01, 2012

    Robert J. Kiggins and Howell Bramson, both members of our Corporate and Taxation groups, have authored the United States chapter to a book edited by Roy Saunders, of International Fiscal Services, based in London, entitled “International Tax Systems and Planning Techniques”. The book covers the tax laws of over 30 countries, including most of the European Union, portions of Asia and Eastern Europe, the United States, Brazil and Canada, and a number of offshore tax havens. The purpose of the book is to assist in the tax analysis of cross border transactions and investments.

  • Boggio Elected to Executive Commitee of WCBA's Trusts & Estates Section

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerOctober 28, 2011

    Gail M. Boggio, a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups, was elected to the Executive Committee of the Trusts & Estates Section of the Westchester County Bar Association on October 28, 2011.

  • Bramson Lectures for UJA on Valuations & Discounts in Estate Planning

    Howell Bramson, White Plains Business & Tax LawyerMay 19, 2011

    Howell Bramson lectured on "Taxes and Valuation Issues; Special Valuation Rules under Chapter 14" on May 19, 2011 in Tarrytown, New York for UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference. See Seminar Outline.

  • Boggio Elected Director of State Women's Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJune 25, 2010

    Gail M. Boggio was elected as a Director of the Women's Bar Association of the State of New York. Gail is a member of our Charitable Gift Planning, Exempt Organizations, Surrogate’s Court Litigation, Taxation and Trusts & Estates groups.

  • Bramson Lectures for UJA on Current Estate Planning Techniques

    Howell Bramson, White Plains Business & Tax LawyerMay 21, 2009

    Howell Bramson lectured on May 21, 2009 in White Plains, New York on "Estate Planning Techniques Best Suited for the Current Economic Environment” for UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference. For lecture materials, click on Seminar Outline.

  • Boggio Elected President of Women's Bar Associate of the State of New York

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMay 01, 2008

    Gail M. Boggio was elected President of the Women's Bar Association of the State of New York.

  • Boggio Lectures for WCBA on Surrogate Court Accountings

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerNovember 13, 2007

    Gail M. Boggio lectured in White Plains, New York on November 13, 2007 for the Westchester County Bar Association (Trusts & Estates Section) on "Everything you Wanted to Know About Preparing Surrogate Court Accountings (but was afraid to ask)". For lecture materials, click on Seminar Outline.

  • Bramson Lectures on Defective Grantor Trusts

    Howell Bramson, White Plains Business & Tax LawyerSeptember 26, 2007

    Howell Bramson lectured on September 26, 2007 at Credit Suisse's offices in Rye Brook, New York on "Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts." For lecture materials, click on Seminar Outline.

  • Bramson Lectures for UJA on New Deferred Compensation Rules

    Howell Bramson, White Plains Business & Tax LawyerMay 31, 2007

    Howell Bramson lectured on May 31, 2007 in White Plains, New York on "New Deferred Compensation Rules” for UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference.

  • Boggio Elected President-Elect of the Women's Bar Association of the State of New York

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMay 01, 2007

    Gail M. Boggio was elected President-Elect of the Women's Bar Association of the State of New York.

  • Boggio Named Partner of Firm

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerJanuary 01, 2007

    Gail M. Boggio has been named a partner of the firm. Gail will continue to practice in the areas of Surrogate’s Court LitigationTrusts and Estates, Charitable Gift Planning, Exempt Organizations and Taxation.

  • Bramson Lectures for UJA on Family Limited Partnerships & Limited Liability Companies

    Howell Bramson, White Plains Business & Tax LawyerMay 25, 2006

    Howell Bramson lectured on May 25, 2006 in White Plains, New York for UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference on "FLPs and LLCs – Current Status.”

  • Bramson and Donelli Lecture on Tax Issues Related to Divorce

    Howell Bramson, White Plains Business & Tax LawyerKathleen Donelli, White Plains Divorce LawyerMay 09, 2006

    Howell Bramson and Kathleen Donelli lectured on "Tax Issues Related to Divorce" on May 9, 2006 at The Bank of New York in White Plains. For lecture materials, click on Seminar Outline.

  • Bramson Lectures on Current Strategies Using Family Limited Partnerships

    Howell Bramson, White Plains Business & Tax LawyerMay 26, 2005

    Howell Bramson lectured on May 26, 2005 in White Plains, New York for UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference on "Current Strategies Using Family Limited Partnerships.” For lecture materials, click on Seminar Outline.

  • Bramson Lectures on Forming and Advising Businesses

    Howell Bramson, White Plains Business & Tax LawyerNovember 15, 2004

    Howell Bramson lectured in Tarrytown, New York on November 15, 2004 for the New York State Bar Association on "Forming and Advising Businesses".

  • Bramson Lectures on Family Limited Partnerships & Current Strategies

    Howell Bramson, White Plains Business & Tax LawyerMay 19, 2004

    Howell Bramson lectured on May 19, 2004 in White Plains, New York for UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

  • Bramson Lectures on IRS Attacks on Family Limited Partnerships and Current Strategies

    Howell Bramson, White Plains Business & Tax LawyerApril 26, 2004

    Howell Bramson lectured in White Plains, New York on April 26, 2004 for the Westchester County Bar Association (Co-Sponsored by the Tax and Trusts and Estates Section) on "IRS Attacks on Family Limited Partnerships and Current Strategies.” For lecture materials, click on Seminar Outline.

  • Bramson Lectures for NYSBA on Forming and Operating the Partnership and LLP

    Howell Bramson, White Plains Business & Tax LawyerNovember 12, 2002

    Howell Bramson lectured in White Plains, New York on November 12, 2002 for the New York State Bar Association on "Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills Forming and Advising Businesses".

  • Bramson Lectures on Recent Developments on Family Limited Partnerships and Other Gifting Techniques

    Howell Bramson, White Plains Business & Tax LawyerSeptember 25, 2002

    Howell Bramson lectured in White Plains, New York on September 25, 2002 for the Westchester County Bar Association (Tax Section) on "Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”.

  • Bramson Lectures for UJA on Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning

    Howell Bramson, White Plains Business & Tax LawyerMay 23, 2002

    Howell Bramson lectured on May 23, 2002 for UJA Federation of NY's 12th Annual Westchester Estate, Tax & Financial Planning Conference on "Utilizing Non Qualified Deferred Compensation in Estate, Gift & Income Tax Planning."

  • Bramson Lectures on Retirement Planning & Estate Planning for Physicians

    Howell Bramson, White Plains Business & Tax LawyerMay 15, 2002

    Howell Bramson lectured on May 15 2002 at the Crowne Plaza in White Plains, New York as part of a program hosted by Merrill Lynch and the Firm on “Retirement Planning & Estate Planning for Physicians”.

  • Boggio Elected Secretary of Eastchester Bar Association

    Gail M Boggio, White Plains Surrogate's Court & Trusts & Estates LawyerMarch 01, 2002

    Gail M. Boggio was elected Secretary of the Eastchester Bar Association.

  • Boggio Appointed Co-Chair of New Lawyers Group of Westchester Women's Bar Association

    March 01, 2002

    Gail M. Boggio was appointed co-chair of the New Lawyers Group of the Westchester Women's Bar Association.

  • Bramson Lectures on New Qualified Plan Minimum Distribution Rules

    Howell Bramson, White Plains Business & Tax LawyerSeptember 24, 2001

    Howell Bramson lectured on September 24, 2001 for Westchester County Bar Association (Trusts & Estates and Tax Sections) on "New Qualified Plan Minimum Distribution Rules".

  • Bramson Lectures on Taxation of Technology Companies

    Howell Bramson, White Plains Business & Tax LawyerMay 15, 2001

    Howell Bramson lectured for Lorman Education on Taxation of Technology Companies.