Meltzer Lippe Briefly Speaking

Episode OverviewNo contest clauses—also known as in terrorem clauses—are commonly used in estate planning to discourage beneficiaries from challenging a will or trust. But how effective are they in practice?In this episode, David Heymann, Managing Partner, sits down with David Bamdad, Chair of the firm's Trust & Estate Litigation Practice group, to take a closer look at how no contest clauses work, the common pitfalls that can limit their enforceability, and whether they truly reduce estate litigation. They also discuss legal limitations on their use and explore potential changes on the horizon that may impact how these clauses are drafted and enforced.This conversation offers practical insight for individuals planning their estates as well as professionals navigating trust and estate disputes.Topics CoveredWhat are no contest (in terrorem) clauses?Common mistakes when including no contest clauses in estate planning documentsDo no contest clauses actually reduce litigation?Legal limitations and exceptionsEmerging trends and future considerations

In this episode of Meltzer Lippe Briefly Speaking, Managing Partner David Heymann joins Michael Masri, Litigation Partner, for an in-depth conversation on “AI — The Good, The Bad & The Ugly.”They break down how artificial intelligence is transforming the legal industry, including its impact on litigation strategy, risk management, compliance, and client service. The discussion explores the benefits of AI in law, the emerging risks, and the ethical and regulatory considerations every law firm and business leader should be aware of as these technologies evolve.Listeners will gain practical insight into:How AI is currently being used in legal practiceThe challenges and limitations of AI-driven toolsData privacy, accuracy, and attorney-oversight concernsWhere AI is headed and how organizations can prepareThis episode is a must-listen for attorneys, in-house counsel, business owners, and anyone interested in the intersection of law, technology, and artificial intelligence.

What actually happens when a business decides to sell? In this episode, we walk through the lifecycle of a mergers and acquisitions (M&A) deal—from the moment a client says, “I want to sell my business,” to the final closing. We break down the different types of transactions, including mergers, asset sales, and equity purchases, and discuss the key legal and strategic steps along the way. Whether you’re a business owner considering a sale or simply curious about how M&A works, this episode gives you an inside look at how deals get done.

Thinking About Bankruptcy? Start Here. In this episode of Meltzer Lippe Briefly Speaking, Managing Partner David J. Heymann sits down with Scott A. Steinberg, Partner in the firm’s Bankruptcy, Workouts, and Creditors’ Rights Practice Group, to unpack what business owners and stakeholders need to know when considering bankruptcy as a strategic option. From early warning signs and restructuring alternatives to the pros and cons of Chapter 11, this candid conversation covers the key legal and financial insights that can help you make informed decisions. 🎙️ Whether you’re a business owner, advisor, or lender—this episode is a must-watch.

David J. Heymann, Managing Partner, sits down with Andrew L. Baron, Partner in the firm's Private Wealth & Taxation Practice Group, to discuss moving from NY to a tax-free state.

We are proud to launch the Meltzer Lippe Briefly Speaking Podcast, bringing you legal insights, stories, and conversations straight from our attorneys.In our inaugural episode, Managing Partner David J. Heymann sits down with Sherry J. Sandler, Partner in the firm's Corporate/Business Group to discuss SEC Regulatory Insights and what they mean for private businesses and corporate companies.