Adam J. Osterweil is an associate in the Estate Planning and Administration Group at FrankfurtKurnit Klein & Selz PC, focusing on estate, gift and income tax planning, as well as estate and trust administration.
On March 31, 2014, Governor Andrew Cuomo signed legislation that makes broad changes to the New York State estate and gift tax laws, as well as some more technical changes to certain trust income tax rules.
WealthManagement.com hosted roundtable discussions with several successful advisors, as well as with consultants and industry experts who focus on helping advisors navigate the challenges of switching firms....More
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