Impact of Federal Estate Tax Repeal (Part 2 of 4)

January 9th, 2017

Wealth Planning>Estate Planning Planning for 2017 and beyond (part 2 of 4) Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 03, 2017 http://www.wealthmanagement.com/estate-planning/impact-federal-estate-tax-repeal In our prior article [...]

New Jersey Estate Tax to be Repealed

October 2nd, 2016

Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey [...]

Charitable Planning Tips

July 31st, 2016

                                            ► Remainder Interest in Residence and Farms: Generally, a charitable deduction is not permitted for charitable gifts of less than a donor’s entire interest in property. IRC Sec. 170(a)(3). [...]