Jonathan On Money19 Nov 2025

Episode 135: IN FOCUS: Business and Real Estate Succession Planning with Avi Kestenbaum (Meltzer, Lippe)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we are joined by Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”

By way of background, Business and real estate succession planning is among the most complex areas of estate planning, often leading to family conflict and failed transitions. Studies show these breakdowns stem less from taxes and more from emotional and operational challenges. Owners must navigate family dynamics, outside partners, and the difficulty of dividing or managing assets across generations. This webinar explores why most businesses and real estate ventures don’t survive long-term—and how modern planning tools, psychological insights, and case studies can help professionals support their clients in preserving legacy and success.

***UPCOMING LIVE WEBINAR: On Tuesday, November 25th @ 8:30am on the topic of “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP based in Westchester, NY. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_ZGyNBcXKR--QKNAs62MOGw***

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Episoder(179)

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

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