Steven Etkind | New York Trusts & Estates Lawyer | New York

Steven M. Etkind oversees the firm’s Tax, Trusts and Estates, ERISA and Employee Stock Ownership (ESOP) Groups. He is also a Certified Public Accountant. Mr. Etkind has created hundreds of estate plans, ranging from a few million dollars in size to those in the hundreds of millions of dollars. Mr. Etkind has represented trust companies or business owners in numerous ESOP transactions, advised many businesses and private investment partnerships on taxation, corporate transactions, business succession issues and employee incentive strategies.

Mr. Etkind has been quoted in The New York Times, Barron’s, Money Magazine and many other publications.

Prior to joining Sadis & Goldberg, Mr. Etkind was associated with a New York City-based law firm with practices in hedge funds and other private investment funds, tax and estate planning and corporate and tax representation of privately held companies.

School	Degree	Major	Graduation
Tulane Law School	J.D.	1986	1986
Brandeis University	B.A.	Economics	1983

State / Court	Date
NY	1987

• Contributing author of "Don't Do That: Common Mistakes in Operating ESOPs and What to Do About Them" published by the National Center for Employee Ownership, April 2010
  “Charitable Strategies Using ESOPs” published by the UJA-Federation of New York’s publication Tax Planning Tips for Professional Advisors, April 2000
  The ESOP Handbook, a book published by Liemberg
  A 350-page book on Employee Stock Ownership Plans published in 1999 by the American Institute of Certified Public Accountants (AICPA)
  “ESOPs Create Liquidity for Shareholders and Help Diversify Their Assets,” Estate Planning, 158 May 1998
  “How a Professional Practice Can Be Sold Effectively,” Estate Planning, 162 May 1994
  “Trustee Powers May Bar Charitable and Marital Deductions," Taxation for Lawyers, 283 March 1994
  “Real Estate Partnership Workouts,” 2 Real Estate Bankruptcy Tax 3, April 15, 1992
  “When and How an Interest in a Tax Shelter Should be Disposed of Before Death,” Estate Planning, 290 September 1990
  “Substantial Economic Effect Test,” Small Business Taxation, November 1989
  “Available Opportunities for Funding a Child’s Education,” WG & L Tax News, 1 Fall 1989
  “Wash Sale Rules Extended to Cover Option Losses,” Taxation for Accountants, 148 March 1989
  “Minimizing College Fund Taxes,” Barron’s, March 20, 1989
  “How to Save Taxes on Your Child’s Education Funds,” Prentice Hall Tax Ideas Service, February 6, 1989
  “Strategies for those Supporting Elderly Relatives,” Estate Planning, 290 September 1988

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