Recent News - Trusts & Estates


Frankel and Goldstein Close on $9.5 M Tax Exempt Bond Financing
October 20, 2017 | Real Estate, Zoning & Land Use
Rich Frankel and Stacey Goldstein closed on a $9.5 million County of Essex Capital Resource Corporation tax-exempt bond financing for Adirondack Medical Center. The financing was part of a Lake Placid, New York construction project for the hospital, where its new emergency department will be located along with other facilities, including a medical fitness center. …
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An Evening with the Chief Clerks
October 20, 2017 | Trusts & Estates
On November 2, 2017, the Nassau County Bar Association Surrogate’s Court, Trusts & Estates Committee will be presenting, “An Evening With The Chief Clerks: A Treasure Trove Of Surrogate’s Court Procedure And Practice,” at the Nassau County Bar Association, 15 West St., Mineola. The chief clerks from the Surrogate’s Courts of Nassau, Suffolk , Queens …
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17 Rivkin Radler Attorneys Named Among Best Lawyers® in America
September 29, 2017 | Insurance Fraud | Insurance Coverage | Health Services | Employment & Labor | Construction | Commercial Litigation | Trusts & Estates
Uniondale, New York – October 2, 2017 – The prestigious Best Lawyers in America® has included Rivkin Radler LLP in its U.S. rankings for 2018.  Attorneys from the firm’s Albany, Hackensack and Uniondale offices were included. The lawyers listed, their offices and the categories of law in which they are listed, are as follows: Albany, …
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Rivkin Radler Attorneys Named As 2017 New York Metro Super Lawyers
September 19, 2017
Rivkin Radler LLP is pleased to announce that 20 attorneys were named to the 2017 New York Metro Super Lawyers List and 10 attorneys were named New York Metro Rising Stars. *Brian Bank – Business Litigation Todd M. Belous – Professional Liability: Defense *Michelle Bholan – Business Litigation Jonathan B. Bruno – Professional Liability:  Defense …
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Rivkin Radler Welcomes Three New Associates
September 19, 2017 | Catalina E. De La Hoz | Anthony J. DiChiara | Benjamin J. Frenkel | Insurance Fraud | Commercial Litigation | Trusts & Estates
Evan H. Krinick has announced that Catalina De La Hoz, Anthony DiChiara and Benjamin Frenkel have joined the firm as Associates. Catalina De La Hoz, of Queens Village, is a member of the firm’s Commercial Liability Practice Group.  Prior to joining the firm, Catalina was a senior court attorney at the New York State Court …
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Wiley Co-Moderates the NCBA Surrogate’s Court CLE entitled, “Determining Capacity: It Can Make Your Head Spin”
April 12, 2017 | Trusts & Estates
On April 19, 2017, the Nassau County Bar Association Surrogate’s Court, Trusts & Estates Committee will be presenting a three-hour CLE, “Determining Capacity: It Can Make Your Head Spin,” at the Nassau County Bar Association. With an aging population and a rise in the diagnosis of psychological, psychotic and cognitive disorders, estate planners and litigators …
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Kornblum and Landsman Facilitate the Sale of New York City Property
February 16, 2017 | Real Estate, Zoning & Land Use | Trusts & Estates
During a three day closing that concluded on January 13, 2017, Yaron Kornblum and Marie Landsman represented the seller in the sale of properties located at 3880 Broadway, 543-545 West 162nd St. & 75 Ft. Washington Ave., New York City for an aggregate purchase price of $40 million.  The transaction was facilitated subject to a …
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Wiley Organizer and Co-Moderator of the NCBA’s Surrogate’s Court, Trusts & Estates Committee CLE entitled, “A Thin Line: Planning and Litigation Strategies to Safeguard Against Undue Influence”
November 14, 2016 | Trusts & Estates
On November 16, 2016, the Nassau County Bar Association Surrogate’s Court, Trusts & Estates Committee will be presenting a three-hour CLE, “A Thin Line: Planning and Litigation Strategies to Safeguard Against Undue Influence,” at the Nassau County Bar Association.  The program will examine this age-old problem from the civil perspectives of an estate planner and …
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3 Rivkin Radler Attorneys Receive Leadership in Law Awards
November 1, 2016 | Professional Liability | Trusts & Estates | Compliance Investigations & White Collar | Directors & Officers Liability | Health Services | Privacy, Data & Cyber Law
Rivkin Radler is proud to announce that Christopher J. Kutner, Albert W. Petraglia and Avigael C. Fyman have received Long Island Business News’ Leadership in Law Award, in the categories of Partner, Counsel and Associate, respectively.  This honor recognizes individuals who demonstrate dedication, hard work, skill, tenacity and excellence, as well as leadership qualities in both …
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Greener quoted in Newsday article entitled, “Independent Group Home takes over Victims Information Bureau”
October 28, 2016 | Trusts & Estates
Jeffrey Greener was quoted in a Oct. 20 Newsday article entitled, “Independent Group Home takes over Victims Information Bureau.” “Nonprofit mergers should become more common in order to save money,” said Jeff.  “To the extent you can consolidate back office operations, more money then goes toward support programs.  Charities also look more attractive to a donor …
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Petraglia and Wiley present at Fall Meeting of the Surrogate’s Association of the State of New York
October 17, 2016 | Trusts & Estates
Albert W. Petraglia and Dennis Wiley will be presenting at the October 26-28, 2016 Fall Meeting of the Surrogate’s Association of the State of New York, held in Poughkeepsie, NY. The Surrogate’s Association of the State of New York is comprised of Surrogate’s Court judges from all the counties of New York State, and many …
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When Medicaid Planning and Estate Planning Collide: A Primer on Avoiding Unintended Consequences
September 22, 2016 | Trusts & Estates
Dennis Wiley and Richard Yam will be presenting at an upcoming CLE program, “When Medicaid Planning and Estate Planning Collide: A Primer on Avoiding Unintended Consequences”, at the Nassau County Bar Association Dean’s Hour on Thursday, September 22, 2016 from 1:00pm – 2:00 p.m. Estate planning can often be challenging and time-intensive for both clients …
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(Is This) The End of Discounted Gifts?
September 12, 2016 | Trusts & Estates
The Internal Revenue Service has proposed new regulations that could dramatically impact wealthy individuals’ ability to minimize their future estate tax. The proposed regulations call for an elimination of valuation discounts. Valuation discounts have been a valuable tool for shielding assets from lawsuits and protecting family businesses from the effects of a potential divorce. The …
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Greener Quoted in NextAvenue.org Article
August 31, 2016 | Trusts & Estates
Jeffrey Greener has been quoted in a NextAvenue.org article entitled, “Do You Really Need a Will?” Jeff warns of the many complications that can arise when estates are passed to beneficiaries without a formal will or estate plan. Next Avenue is public media’s first and only national service for America’s booming 50+ population. To read …
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8 Rivkin Radler Attorneys Listed in Best Lawyers® 2017 – List Recognizes Lawyers in Uniondale and Hackensack Offices
August 15, 2016 | Trusts & Estates | Employment & Labor | Health Services | Insurance Coverage | Insurance Fraud
Uniondale, New York – Aug. 15, 2016 – The prestigious Best Lawyers in America® has included Rivkin Radler LLP in its U.S. rankings. The lawyers listed, and the categories of law in which they are listed, are as follows: Brian R. Ade, partner – Insurance Law John L. Rivkin, partner – Insurance Law Christopher J. …
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Wiley Published in NYSBA Journal
July 25, 2016 | Trusts & Estates
Dennis Wiley’s article entitled, “What’s in a Name? That Which We Call Surrogate’s Court,” was published in the July/August issue of the New York State Bar Association Journal. To read the complete article, Click Here. Reprinted with permission from: New York State Bar Association Journal, July/August 2016, Vol. 88, No. 6, published by the New …
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Greener and Wiley Featured in Long Island Business News Article
July 21, 2016 | Trusts & Estates
Jeffrey Greener and Dennis Wiley are featured in a Long Island Business News article entitled, “Dictating Terms From Beyond the Grave – From pets to pet causes, you won’t believe the strange beneficiaries lawyers encounter.” Click here to read the article. …
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Yam successfully opposes turnover proceeding
June 15, 2016 | Trusts & Estates
Richard Yam successfully defended respondent client in a proceeding commenced by a bank seeking the turnover of decedent’s annuity valued at approximately $380,000.  The firm’s client was decedent’s surviving spouse who was the payable on death beneficiary of the annuity, which the bank was trying to collect in partial satisfaction of a $1.3M judgment it …
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Greener to Present Seminar for Flushing Bank
June 13, 2016 | Trusts & Estates
Jeffrey Greener will present a seminar entitled, “Wills, Trusts and Estates,” on June 28, 2016 at the Flushing Bank at 661 Hillside Avenue, New Hyde Park. The program will cover the following: Estate Planning Myths & Misconceptions Wills vs Trusts Probate Tips & Traps And much more! Program Materials …
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Gumersell will be a featured speaker in a National Business Institute Continuing Legal Education Seminar
June 9, 2016 | Corporate | Trusts & Estates
Walter Gumersell will be a featured speaker in a National Business Institute Continuing Legal Education Seminar entitled “Tax Exempt Organizations From Start To Finish.”  Walter’s presentation will focus on the incorporation process for non-profits and potential liabilities faced by directors and officers of such entities. For more information and to register, Click Here. …
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Wiley appointed co-chairperson of the Nassau County Bar Association’s Surrogate’s Court Estates and Trusts Committee
May 25, 2016 | Trusts & Estates
Dennis Wiley has been appointed co-chairperson of the Nassau County Bar Association’s Surrogate’s Court Estates and Trusts Committee, where he has spoken on contested accounting proceedings and trust decanting.  Dennis’s term runs from 2016-2018. …
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McFaul presenting at the Nassau County Bar Association’s Surrogates Court Estates & Trusts Committee
May 11, 2016 | Trusts & Estates
John McFaul will be presenting “An Overview of Kinship Proceedings” at the Nassau County Bar Association’s Surrogates Court Estates & Trusts Committee meeting on Thursday, May 19, 2016. …
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Greener Quoted in the Long Island Business News
April 7, 2016 | Trusts & Estates
Jeff Greener was quoted in a recent LIBN article entitled, “House Money.” Lisa Morris Josefak’s article focuses on the current trend of parents shelling out large sums of money for their children to place a down payment on a house. Jeff warns against loaning money to family without a contract. “From a family perspective, it …
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Eisenmesser and Miehl Singer opinion featured on podcast by Leimberg & LeClair, Inc.
April 6, 2016 | Trusts & Estates
A Podcast has been posted to the Leimberg Information Services, Inc. website, a provider of email based news, opinion and information for tax professions, in which the decision obtained by Eisenmesser and Miehl in Singer v. Commissioner, T.C. Memo 2016-48, is discussed. The Tax Court ruled favorably for the Firm’s client and held that he could not …
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Another Evening with the Surrogates
March 31, 2016 | Trusts & Estates
On April 19, 2016, the Nassau County Bar Association Surrogate’s Court Trusts & Estates Committee will be presenting “Another Evening with the Surrogates” at the Nassau County Bar Association. Dennis Wiley, Esq., a member of Rivkin Radler’s Trusts, Estates and Taxation Group and vice co-chair of the Committee, helped organize the CLE program which will feature …
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Eisenmesser and Miehl obtain tax court memorandum decision in favor of client executor
March 16, 2016 | Trusts & Estates
Scott Eisenmesser and Christopher Miehl successfully petitioned against the IRS on behalf of the Firm’s client, the Executor of an estate, with the U.S. Tax Court declaring that the Executor was not personally liable as the fiduciary of the estate for unpaid federal estate tax. The underlying petition against the IRS was filed in response …
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Petraglia Awarded Certificate of Appreciation from Lawyer’s Fund for Client Protection
March 3, 2016 | Trusts & Estates
Albert Petraglia was the recipient of a Certificate of Appreciation from the Lawyer’s Fund for Client Protection for the help he extended his client in securing an award of reimbursement. …
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Eisenmesser & Greener present CPE accredited program
August 7, 2015 | Trusts & Estates
Scott Eisenmesser and Jeffrey Greener, partners in the Firm’s Trusts & Estates Practice Group, present, “In Whom Do YOU Trust?  The CPA as Executor or Trustee and The IRS Tax Collection:  Tales from the Crypt,” a two part program that is accredited for 1.5 CPE credits each. The first program will cover the overview of …
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Greener Presents at Cerini & Associates’ Program
June 30, 2015 | Trusts & Estates
Jeff Greener, a partner in the firm’s Trusts, Estates & Taxation Practice Group, to present at Cerini & Associates’ 2015 Non-Profit Update Program. Jeff will be presenting the “Legal Update” portion of the program being held Tuesday, June 30th, 2015 at the Upsky Long Island Hotel in Hauppauge. Please click the link below for more information. …
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John McFaul Featured in Newsday Article
May 31, 2015 | Trusts & Estates
John McFaul was featured in a Newsday Business Section article entitled, “Long Island Law Practices Embrace Specialization.” The article spotlighted a number of Long Island attorneys who practice a very specialized kind of law. John was featured for the work he does in the Trust & Estates Practice Group; specifically his work sorting out complex family …
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Greener presents program to Financial Planning Association of New York
May 14, 2015 | Trusts & Estates
Jeffrey Greener, a partner in the Firm’s Trusts & Estates Practice Group, presented, “Essentials for Supplemental Needs and Elder Law Planning,” to the Financial Planning Association of New York (FPA).  The program reviews essential planning information and techniques for clients with developmentally disabled children and those addressing aging issues.  In planning for a disabled child, …
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Rivkin Radler welcomes six new attorneys
March 30, 2015 | Trusts & Estates | Appeals | Insurance Coverage | Corporate
Uniondale,  New York ? April 2015 ? Evan H. Krinick, Managing Partner of Rivkin Radler LLP, has announced that Gregory Cayne, Chloe Fine, Priscilla Kam, Jordan Mamorsky,  Jenny Sinyoung Shin, and Alex Silverman have joined the Firm. “The partnership is delighted to welcome these new attorneys.  They add to the stature of our firm and our …
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Rivkin Radler welcomes new associate to Trusts & Estate Practice Group
March 9, 2015 | Trusts & Estates
Evan H. Krinick, Managing Partner of Rivkin Radler LLP, has announced that Dennis J. Wiley has joined the Firm in the Trusts & Estates Practice Group. “My partners and I are delighted to welcome Dennis to Rivkin Radler,” said Evan Krinick. Dennis, of Syosset, focuses his practice in the areas of estate planning and administration, …
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Rebosa a speaker at NYS Bar Association CLE
December 8, 2014 | Trusts & Estates
Sarah Rebosa, an associate in the firm’s Trusts, Estates & Taxation Practice Group, will be a speaker at the New York State Bar Association’s CLE entitled, “Probate and Administration of Estates.”  Sarah’s topic is Administering the Estate – Part Two.  This recurring, popular, basic-level program will explore the various proceedings involved in probate and estate …
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Greener to Speak at NBI Seminar entitled, “Tax Exempt Organizations From State to Finish”
June 17, 2014 | Trusts & Estates
Jeffrey Greener, a partner in the firm’s Trusts, Estates & Taxation practice group, will be a speaker at the National Business Institute Seminar’s entitled, “Tax Exempt Organizations From State to Finish,”  Mr. Greener will present, “Establishing Tax-Exempt Status With the IRS.” This presentation will cover: Nonprofit vs. Tax Exempt Determining the type of tax-exempt organization …
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Greener Presents at New York City Paralegal Association
May 14, 2014 | Trusts & Estates
Jeffrey Greener presented, “Estate Planning In a Nutshell,” at the New York City Paralegal Association’s Legal Professionals Conference. The session discussed the role of the paralegal in estate planning, including how to compile information, preparation of documents, client follow up, plan maintenance, ancillary services, including, but not limited to POA, Crummey Powers, deed preparations, document review …
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Gumersell Presents at NBI”s, “Helping Your Client Buy or Sell a Small-to-Medium Sized Business”
May 13, 2014 | Trusts & Estates | Corporate
On May 13, Walter Gumersell, a partner in the firm’s Corporate & Commercial and Trusts, Estates & Taxation practice groups, will be presenting at the NBI’s, “Helping Your Client Buy or Sell a Small-to-Medium Sized Business.”  Mr. Gumersell’s seminar is entitled, “Structuring and Drafting the Acquisition Agreement.”  The seminar will be held at the Holiday Inn …
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Rivkin Radler Featured in Newsday LI Business Section
February 9, 2014 | Insurance Coverage | Intellectual Property | Corporate | Health Services | Employment & Labor | Professional Liability | Real Estate, Zoning & Land Use | Trusts & Estates | Appeals | Complex Torts & Product Liability | Directors & Officers Liability
Rivkin Radler was featured in a Newday article entitled, “Raising the Bar.”  The article appeared in the LI Business Section on Sunday, February 9, 2014.  The article focused on the growth of Long Island law firms compared to New York City law firms during the recession. Click here to read entire article: http://www.newsday.com/business/long-island-law-firms-benefit-from-city-counterparts-1.6972767 …
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Rivkin Radler Welcomes Six Associates
September 25, 2013 | Trusts & Estates | Appeals | Complex Torts & Product Liability | Employment & Labor | Health Services
Uniondale, New York ? October 2013 – Rivkin Radler LLP announces the addition of new associates Christopher Barbarello, Jannine Farino, Henry Mascia, Jacqueline Siegel, Shana Slawitsky and Richard Yam. Christopher Barbarello, of Hempstead, NY, has joined the Litigation & Appeals Practice Group.  Mr. Barbarello’s practice focuses on no-fault insurance cases involving insurance fraud and defense …
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Jeff Greener presents at an NBI seminar
June 11, 2013 | Trusts & Estates
Jeff Greener, a partner in the firm’s Trusts, Estates & Taxation Practice Group, co-presents at the June 11 NBI seminar entitled, “Estate Planning from A to Z.” Program Description A Detailed Overview of Estate Planning Procedure and Strategy Do you have all the knowledge and skills you need to draft tailored testamentary documents and minimize taxable …
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John McFaul presents at the Surrogate’s Court Estates & Trusts Committee and Queens County Surrogate’s Court
May 31, 2013 | Trusts & Estates
John McFaul, a partner in the firm’s Trusts, Estates & Taxation Practice Group, will be a presenter at the Surrogate’s Court Estates & Trusts Committee and Queens County Surrogate’s Court program entitled, “Estate Planning Under the New 2013 Tax Law.” Mr. McFaul will present, “Estate Planning With Credit Shelter Trusts After the Passage of the …
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Trust, Estates & Taxation attorneys win summary judgment in a contested probate proceeding.
February 19, 2013 | Trusts & Estates
Jeffrey Greener, John McFaul and Christopher Miehl, members of the firm’s Trusts, Estates & Taxation Practice Group won on summary judgment in a contested probate proceeding, more commonly known as a Will Contest, in the Nassau County Surrogate’s Court. In New York State, a Will of a deceased person is given legal effect only after …
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Walter Gumersell presents at a National Business Institute program
September 19, 2012 | Trusts & Estates | Corporate
Walter Gumersell, a partner in the firm’s Corporate & Commercial and Trusts, Estates & Taxation Practice Group, is a speaker at a National Business Institute program.  Mr. Gumersell’s topic is entitled, “Business Contracts A to Z.” …
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Jeffrey Greener presents a seminar to Herald National Bank
September 11, 2012 | Trusts & Estates
Jeffrey Greener, a Partner in the firm’s Trusts, Estates & Taxation Practice Group will present a seminar entitled, “Anatomy of a Buy-Sell Agreement:  A Detailed Look Into Structuring Shareholders Agreements,” to Herald National Bank.  The program will discuss both the necessary and optional clauses used in shareholder agreements and the business and tax ramifications of …
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Al Petraglia a speaker at NYSBA CLE
May 15, 2012 | Trusts & Estates
Al Petraglia, a partner in the firm’s Trust, Estates & Taxation Program Group, was a co-speaker at the New York State Bar Association CLE program entitled, “What you need to know as a Guardian,” a program sponsored by the Trusts and Estate Law Section and the committee in CLE.  Mr. Petraglia was chosen in part because of …
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Al Petraglia presents at NYS Bar T&E Law Section CLE
May 3, 2012 | Trusts & Estates
Albert Petraglia, a Partner in the firm’s Trusts, Estates & Taxation Practice Group, spoke at the New York State Bar Trust and Estate Law Section’s CLE program.  The topic discussed was the “Anatomy of a Settlement:  Considerations, Negotiations, Implications” as it concerns estates.  The presentation depicted typical client/attorney conferences, negotiations among the attorneys for the …
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Jeff Greener elected Chairman of the Alzheimer’s Foundation of America
March 5, 2012 | Trusts & Estates
Rivkin Radler partner, Jeffrey Greener, of Great Neck, has been elected the new Chairman of the Alzheimer’s Foundation of America (AFA).  The appointment comes at a time when the AFA is growing rapidly to meet the care-related needs of an increasing number of families affected by Alzheimer’s disease and related illnesses, and when the nation …
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Jeffrey Greener presents seminar entitled, “How To Keep Tax-Exempt Organizations In Compliance.”
May 23, 2011 | Trusts & Estates
Jeffrey Greener will present “Introduction to Tax-Exempt Organizations,” at the National Business Institute’s May 23 seminar entitled, “How To Keep Tax-Exempt Organizations In Compliance.  5 benefits of attending: Gain strategies for safeguarding directors,officers and executives from potential liability. Create an environment of accountability by establishing comprehensive internal controls. Follow annual reporting requirements and comply with …
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Rivkin Radler Receives Axinn Community Service Award
November 11, 2010 | Professional Liability | Real Estate, Zoning & Land Use | Trusts & Estates | Appeals | Employment & Labor | Health Services | Insurance Coverage | Intellectual Property | Corporate
UNIONDALE, NY -Rivkin Radler received the Cradle of Aviation Museum’s Donald E. Axinn Community Service Award at the museum’s 8th Annual Air & Space Gala, held on November 11, 2010. Created by the late philanthropist, pilot, developer and writer, Donald E. Axinn, the award is a great honor as it recognizes the firm’s extensive outreach …
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