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PRIVATE CLIENT


April 30, 2018
Tax Planning for Non-U.S. Individuals May be Thwarted by Recent Tax Reform

Curtis Tax News Alert


Marco A. Blanco, Klas Holm, Eduardo A. Cukier, Robert W. Sheehan, Michael S. Schwartz
 
December 16, 2017
U.S. Tax Reform Highlights: Impact on Individual Private Clients

Curtis Tax News Alert


Marco A. Blanco, Klas Holm, Eduardo A. Cukier, Robert W. Sheehan, Michael S. Schwartz
 
December 16, 2017
U.S. Tax Reform Highlights: Impact on Estate Planning for Non-Resident Aliens

Curtis Tax News Alert


Marco A. Blanco, Klas Holm, Eduardo A. Cukier, Robert W. Sheehan, Michael S. Schwartz
 
November 15, 2017
"Update on New IRS Release of Estate Tax Lien Requirements"

Probate and Property, Volume 31, Number 6


Michael S. Schwartz
 
November 1, 2017
“The Trump Effect: Practical Drafting Tips for Estate Planners in Uncertain Times”

The Current, Autumn 2017, Practising Law Institute


Robert W. Sheehan, Michael S. Schwartz, Josh Bergman
 
October 11, 2017
“Who Needs a Decanting Statute?”

Trusts and Estates Law Section Journal, Fall 2017, New York State Bar Association


Michael S. Schwartz
 
March 28, 2017
New IRS Release of Estate Tax Lien Requirements

Probate and Property, Volume 31, Number 2, 2017


Michael S. Schwartz
 
July 1, 2016
The Chan Zuckerberg Initiative

Trusts & Estates Magazine


Michael S. Schwartz, Daniel Dykes, Robert W. Sheehan, Thomas Reilly
 
March 31, 2016
International Estate Planning for the Domestic Lawyer

Estate Planning Magazine, April 2016


Michael S. Schwartz, Michael T. Melzer, Sean Weissbart
 
November 9 2015
Stocker on Drawing Wills and Trusts
Practising Law Institute, November 2015, 14th Edition
Michael S. Schwartz, Robert W. Sheehan, Daniel Dykes
 
February 2015
"Fiduciary Exception" to the Attorney-Client Privilege
Estate Planning, February 2015; Vol. 42, No. 2
Nancy E. Delaney, Michael S. Schwartz
 
June 2014
Lost Trusts in New York - The Case for Statutory Intervention
New York State Bar Association Trusts and Estates Law Section Newsletter. Summer 2014, Vol. 47 No. 2
New York State Bar Association, The Senior Lawyer, Fall 2014
Michael S. Schwartz, Amy F. Altman, Karin Sloan DeLaney, Antar P. Jones, Paulina Koryakin
 
May 28, 2014
The Case for Eliminating Crummey Powers
Law360
Michael S. Schwartz
 
April 11, 2014
Decanting and Compulsory Accounting Under New York Law
New York Law Journal
Michael S. Schwartz
 
November 2013
Rachal v. Reitz and the Evolution of the Enforceability of Arbitration Clauses in Estate Planning Documents
Probate and Property. November/December 2013
Nancy E. Delaney, Michael S. Schwartz
 
May 2012
Unique 2012 Estate and Gift Tax Opportunities
Private Client Alert
Robert W. Sheehan, Marco A. Blanco, Eduardo A. Cukier
 
December 2010
Tax Relief Act of 2010 – Estate, Gift and GST Tax Provisions
Tax Client Alert
Robert W. Sheehan
 
April 2009
New Powers of Attorney Legislation
Trusts and Estates Group Client Alert
Robert W. Sheehan
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