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Amanda Koplin & Martin M. Shenkman: Mental Health Considerations for Financial Advisers, Attorneys, CPAs, and other Professionals

June 1st, 2023

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3041.   Clients want a motivated, ambitious, type-A advisor who will work vigorously for their interests and […]

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Abigail O’Connor, Martin M. Shenkman and Jonathan G. Blattmachr on the New Corporate Transparency Act: A Quick Guide for Practitioners

May 19th, 2023

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #273.   The Corporate Transparency Act (CTA) introduces comprehensive reporting requirements for most closely held businesses […]

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Biden Administration’s Green Book Proposes Dramatic Estate Planning Changes

May 8th, 2023

Originally published in The CPA Journal.   CPAs Should Consider the Potential Impact   The Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will […]

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Community Property Estate Planning Not So Simple

May 7th, 2023

Originally posted on Forbes.com   Some Background   If you live in a community property state with your spouse, or if you had lived in a community property state with […]

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Step Transaction Doctrine May Ruin Your Estate Plan

May 7th, 2023

Originally posted on Forbes.com   The What Doctrine?   While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might […]

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Analysis of the Biden Administration’s Fiscal Year 2024 Revenue Proposals

April 27th, 2023

This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3209. President Biden has issued his budget on March 9, 2023, the “General Explanations of the […]

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How To Ruin Your Kids With A Lousy Estate Plan

April 13th, 2023

Originally posted on Forbes.com   Introduction   Estate planning is primarily about the transmission of wealth. However, it should be about much more. Many people don’t want to delve into […]

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5 Biggest Mistakes on Health Care Proxies

April 3rd, 2023

Originally posted on Forbes.com   Everyone age 18 and over should have a health care proxy document signed (think kids off to college, and yourself, not just an elderly parent). […]

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Back End Slats – A SLAT, ILIT, DAPT, Or SPAT By Another Name?

March 23rd, 2023

Originally posted on Forbes.com   We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names […]

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Clean Out Your Estate Planning Attic Introduction

March 20th, 2023

Originally posted on Forbes.com   Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The […]

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