Michael S. Arlein

Michael S. Arlein, Partner

Publications

March 27, 2023 Donations of Private Stock: Timing is Everything

October 6, 2022 Avoiding a Trap for the Unwary: Gains from Secondary Sales Treated as Compensation

April 19, 2022 Equity Compensation Highlight: Stock Options and Restricted Stock

March 15, 2022 Tax Benefits of Advance Planning

March 9, 2022 Investing for Impact: Opportunities for Entrepreneurial Philanthropy

March 2, 2022 Direct Investing: Structuring Family Investments in High-Growth Companies

February 23, 2022 Structuring a Home Purchase

February 16, 2022 Five Situations When Founders Should Consider Engaging Their Own Legal Counsel

August 11, 2020 Looking Ahead to 2021 with a Focus on Your Estate Plan

May 26, 2020 Summer 2020 Estate Planning Updates

May 1, 2020 Estate Planning for Founders and Investors in Venture-backed Companies: Transfers of Qualified Small Business Stock by Gift Tax Stringer

March 11, 2020 Perspective and Planning During Uncertainty

November 21, 2019 2019 Year-End Trusts & Estates Update

January 2, 2018 Effect of the Tax Cuts and Jobs Act on Trust and Estate Planning

November 13, 2017 Federal Tax Reform May Affect Estate Planning

December 16, 2016 2016 Year-End Trusts & Estates Update

August 10, 2016 Significant Changes Proposed to Rules for Valuing Interests in Family-Controlled Entities

April 2014 Significant Changes to New York Estate and Income Tax Enacted

March 2014 Significant Changes Proposed to New York Estate and Income Tax Laws

July 2013 Implications of the Supreme Court’s Windsor Decision on Estate Planning for Same-sex Couples

January 2013 Estate Planning Implications of the Fiscal Cliff Deal

June 2012 Estate Planning Opportunities Set to Expire in Six Months

November 2011 Tax Law Update

December 2010 Federal Estate, Gift and Generation Skipping Transfer Tax Update

October 13, 2010 Federal Estate, Gift and Generation Skipping Transfer Tax Update

December 2009 Possible Temporary Estate and GST Tax Repeal

Summer 2009 The Legal Canvas, Summer 2009

February 2009 Estate Planning Update

August, 2008 The Net, Net Gift