Archived News

2021 News

David Lieberman presented a webinar on “Charitable Giving and the Elderly: Contemporary Challenges and Solutions,” with the American College of Trust and Estate Counsel and the American Law Institute, in October 2021

David Lieberman presented a program on “Do’s and Don’ts of Donor Intent: Managing Disputes Over Restricted Charitable Gifts, Donor Intent and Changed Circumstances,”  at the American Bar Association – Section on Real Property Trusts & Estates Law’s Spring CLE Conference, in April 2021

Robin Maher and Peter Allport co-authored “Charting a Course in Complex Trust Litigation: Safe Harbors from In Terrorem Storms” which appears in the August 2021 edition of Estate Planning. Click to read the article.

We are pleased to announce that Peter Allport has joined the firm as a partner. Peter focuses his practice on representing clients in trust, estate, and family and other closely-held business disputes, as well as other types of fiduciary litigation. He has represented fiduciaries and beneficiaries in litigation before courts in numerous jurisdictions, as well as in connection with out-of-court negotiations and alternative dispute resolution.

We are pleased to announce that Rick Gelboim has rejoined the firm as an Partner. Rick advises high net worth individuals and business owners on a wide range of wealth transfer, estate and gift tax planning and charitable matters. He has significant experience structuring and implementing sophisticated and personalized techniques to reduce estate, gift and income tax. Rick’s practice includes work for large families and family offices to coordinate inter-generational planning. Rick also represents fiduciaries in the administration of trusts and estates.

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