» Presentations

In September 2021, our team, led by Jay Glaubinger and Ben Feder, successfully closed a $21MM in Fannie Mae Supplemental Loans for a multifamily residential portfolio with four properties in two states having 1,382 residential units. This transaction… Read More

Strauss Malk & Feder LLP is pleased to announce Matthew S. Phillips has been elevated to the position of Equity Partner. Matt joined the firm in 2014 and continues to provide expertise in the areas of estate planning, estate and gift tax reductio… Read More

Very proud of our team that closed a $33.5MM apartment portfolio acquisition with Freddie Mac as the principal lender and the principal acquirer being an irrevocable gift trust to leverage estate tax and creditor protection benefits. Not easy to do i… Read More

Michael presented via webcast on “Filing and Payment Deadlines for Federal Estate Tax Returns and the Reasonable Cause Exception Under Section 6651(a).” Read More

Michael presented on “Can an AFR Loan be Treated as Not Issued for Full and Adequate Consideration if Later Valued in the Note Holder’s Gross Estate at a Discount?” Read More

Michael presented on “How § 7872 and the OID Timing Rules Impact Intra-Family Notes and Their Valuation for Transfer Tax Purposes” https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/ Read More

Michael presented on the “Perils and Pitfall of Promissory Notes” Intra-family promissory notes: gifts caused by below AFR interest (Section 7872), income tax consequences if interest is not paid at least annually under the original issue discoun… Read More

Benjamin co-presented “Top Ten Things that Estate Planning Attorneys Want Divorce Attorneys to Know – But They Often Don’t.” Location: Hilton Lisle/Naperville Date: 1/21/19 https://www.iicle.com/business-valuation-financial-tax-issues-in-divo… Read More