Pre-Sale State Income Tax Planning and Other Estate Planning Tax Strategies


This XPX New York program discusses savings vehicles and gift giving strategies to reduce state income tax burdens including: i) Non-Grantor Incomplete Gift Trusts, ii) Spousal Lifetime Access Trusts, iii) Business Interest Discounts, and much more.

Our Speaker:

Steven Holt
Mandelbaum Barrett

Steven A. Holt is Chair of the Firm’s Taxation, Trusts and Estates and Charitable Organizations Departments, is a member of the Firm’s executive committee, and serves as outside general counsel to many business entities and not-for-profit organizations. He advises them on business, tax, succession planning, transactional planning and general business and commercial matters focusing on all aspects of personal and business planning. Steven’s practice is concentrated in many areas of sophisticated estate and family wealth transfer planning, asset protection, federal and state income taxation matters (e.g., individuals, corporations, partnerships, trusts, foreign), corporate law and corporate transactions, mergers and acquisitions, private equity placements, qualified and non-qualified compensation planning, and so much more.

Updated: Aug 12, 2022

About the author
Cheryl Centeno of XPX Global is a member of XPX

You'd like to learn more about XPX and increase your visibility as a member.