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JEFFREY A. ASHER is a partner in the law firm of Eaton & Van Winkle LLP. He concentrates primarily in the areas of estate planning, asset protection, estates and trusts administration, elder law and Medicaid planning. Using various estate planning techniques, Mr. Asher implements for his clients an overall estate plan designed to pass as much wealth as possible to their loved ones, with the most minimum exposure to estate, gift and generation-skipping transfer taxes. He has represented large estates and charitable-minded estates, as well as executors, trustees, and other fiduciaries in connection with their probate, tax, accounting and other obligations. Mr. Asher counsels his clients in connection with their long-term healthcare decisions, disability protections, and need for advanced medical directives. He also represents individuals and assists them in obtaining Medicare and Medicaid benefits to pay for long-term home care and nursing home care. Mr. Asher is a frequent lecturer for various financial institutions, civic groups and community organizations, and is often presented by the New York State Bar Association as a community educator on various estate planning topics. Mr. Asher also is a legal commentator on trusts and estates, and elder law matters for TruTV, Court TV, CNN Headline News and the CBS Early Show. He is a frequent speaker and contributor to National Business Institute. In addition, he is approved as a continuing education credit provider by the Certified Financial Planner Board of Standards, Inc. and the Connecticut Department of Insurance. Mr. Asher is admitted to practice in New York and Connecticut; is a peer-elected member of the National Association of Estate Planners and Councils, Estate Planning Council of New York City; is a member of the Society of Trust and Estate Practitioners; is a member of the National Academy of Elder Law Attorneys; and is a member of the Trusts and Estates Section and Elder Law Section of the New York State Bar Association and the Connecticut Bar Association. He is a graduate of Clark University in Worcester, Massachusetts, and earned his J.D. degree from Touro Law School in Huntington, New York. AVI Z. KESTENBAUM is a partner with the Mineola, New York law firm of Meltzer, Lippe, Goldstein & Breitstone, LLP, where he practices in the areas of domestic and international trusts and estates, taxation, asset preservation, business planning, charitable planning and tax-exempt organizations. He is also an adjunct Tax Professor at Hofstra University School of Law and the Baruch College MBA Program teaching courses in Federal Income Taxes, Gift and Estate Taxes and State and Local Taxes. Mr. Kestenbaum, who has been quoted in Forbes, Investor's Business Daily and other national news publications, is a well known author and lecturer who provides domestic and international tax, estate, trust, charitable and asset preservation planning for CEO's of major corporations, high net worth individuals, multinational businesses, and many private foundations and public charities. He has written many articles in leading national estate planning and tax journals, including but not limited to: “A Practitioner's Risk Assessment Checklist,” Leimberg's Newsletter, May 2010; "Risk Assessment", Trusts and Estates, April 2010; "It's Personal," Trusts and Estates, April 2009; "True Counselors," The New York Law Journal, Special Trusts and Estates Section, January 2009; "Numerous Pension Act Changes Affect Charitable and Estate Planning," Practical Tax Strategies, April 2007; "Know the Differences: A Guide to Charitable Contribution Deductions," Trusts and Estates, May 2006; "The New Age of Corporate Governance for Nonprofit Organizations," Journal of Taxation of Exempts, August 2005; "Use Disclaimers to Add Flexibility and Hindsight to Estate Plans," Practical Tax Strategies, June 2005; "Proposed Revisions to the Uniform Management of Institutional Funds Act," Estate Planning Journal, February 2005; "Duties and Liabilities of Nonprofit Directors and Officers," Estate Planning Journal, May 2004. Several additional articles will be published soon in leading national tax and estate planning journals. He has lectured for many prestigious professional organizations, including, but not limited to; "Notre Dame Tax and Estate Planning Institute"; "Ed Slott's Master Elite Program"; "American Bar Association"; “Estate Planning Council of New York”; and “New York State CPA Society, Annual Estate Planning Conference”; and many nonprofit institutions on a variety of topics relating to domestic and international tax, estate and charitable planning, asset preservation, tax-exempt organizations and special needs planning. He earned his B.S. degree, summa cum laude, from Touro College, J.D. degree from Brooklyn Law School and LL.M. degree in Taxation from the University of Miami School of Law. He received academic scholarships at each of these universities. MARTIN L. LERNER presently serves of counsel to the firm of Akabas & Sproule. For the past 30 years, Mr. Lerner’s practice has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration and post-mortem tax planning. He also has been a lecturer on estate planning topics for TIAA-CREF Wealth Management Group, National Business Institute and other professional and business groups. Mr. Lerner is a member of the Real Property, Trust and Estate Law Section of the American Bar Association, and the Trusts and Estates Law Section of the New York State Bar Association. He is admitted to practice law in New York and California, as well as being a member of the State Bar of Wisconsin. Mr. Lerner earned his J.D. degree from the University of Wisconsin, Madison. MARC SELDEN is the principal founder of Eagle & Selden, P.C., where his main areas of practice are estate planning, asset protection and business succession planning. He earned his B.A. degree, cum laude, from the State University of New York at Albany and his J.D. degree from Syracuse University Law School, and has a laureate in Advanced Wealth Strategies at the Southern California Institute. Mr. Selden is an instructor for National Business Institute and Southern California Institute, and is a charter member of the Wealth Counsel's Speakers Bureau. He is a contributing author to Wealth Counsel Estate Planning Strategies: Collective Wisdom, Proven Techniques published by Wealth Builders Press, LLC (2009). He is a member of the New York Bar Association, Trusts and Estate Section, Estate Planning Council of New York City, Inc and a member of Wealth Counsel. Mr. Selden also is a member of the New York State Bar Association and is admitted to practice before the U.S. District Court, Southern and Eastern districts of New York.
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