Heilborn LLC Stephanie E. Heilborn Articles Lectures

Articles	DOWNLOAD PDF	Heilborn LLC Client Alert: New Tax Rules Applying to Expatriates (June 18, 2008)
	DOWNLOAD PDF	Protecting Children from Their Money, New York Times, March 18, 2008 (by Deborah L. Jacobs)
	DOWNLOAD PDF	Planning Options For UTMA Accounts and Other Transfers to Minors, Estate Planning, Vol. 35 No. 1 (January 2008) (co-author with Jonathan G. Blattmachr)
	DOWNLOAD PDF	Planning With UTMA Accounts and Other Transfers to Minors, Estate Planning, Vol. 34 No. 12 (December 2007) (co-author with Jonathan G. Blattmachr)
	DOWNLOAD PDF	Proposed Retained Interest Regs: Much Left Unanswered, Tax Notes, Vol. 116, No. 2 (July 9, 2007) (co-author with Jonathan G. Blattmachr, Mitchell M. Gans and Diana S.C. Zeydel)
	DOWNLOAD PDF	Gifts by Fiduciaries by Tax Options and Elections, Probate & Property, Vol. 18 No. 6 (November/December 2004) (co-author with Jonathan G. Blattmachr and Mitchell M. Gans) · Winner of 2004 Probate & Property Award for "Best Cutting-Edge Article"
	DOWNLOAD PDF	Some Good News About Grantor Trusts: Rev. Rul. 2004-64, Estate Planning, Vol. 31 No. 10 (October 2004) (co-author with Jonathan G. Blattmachr and Mitchell M. Gans)
		Taxpayer Who Diverted Income from Corporation with No Earnings and Profits Not Guilty of Criminal Tax Evasion: United States v. D'Agostino, 52 Tax Law. 407 (1999)

Lectures

Planning With Retirement Benefits (Program on Estate Planning for Spouses), New York City Bar, April 29, 2008

Foreign Trusts (Program on Income Taxation of Trusts & Estates), New York City Bar, June 22, 2006

Post-Mortem Tax Planning, Pace University Law School Center for Continuing Legal Education, Sept. 14, 2005

Gifts by Fiduciaries (Program on Hot Topics in Trusts and Estates Law), New York County Lawyers' Association, Jan. 24, 2005