Steven H Holinstat

April 24, 2018 | New York Law Journal

New York law construing the attorney-client privilege has typically concerned the privilege when either an entity or an individual is the client. However, when a lawyer provides legal advice to an individual through a family office, New York law is unclear whether the individual or entity rules relating to the attorney-client privilege are applicable.

By Steven H. Holinstat and Daniel Hatten

8 minute read

August 29, 2016 | New York Law Journal

Steven H. Holinstat, Henry J. Leibowitz and Daniel W. Hatten of Proskauer Rose address the question of whether a trustee who decants from the original or "invaded" trust into an "appointed" trust becomes the "creator" of the appointed trust, thereby divesting the original settlor of his/her rights under EPTL §7-1.9. A host of statutory rights and estate and tax planning consequences hinge upon this answer.

By Steven H. Holinstat, Henry J. Leibowitz and Daniel W. Hatten

26 minute read