Human Aspects of Estate Planning
May 9th, 2022Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]
Shenkman Law
Proposed Clawback Regs May Undermine Some Estate Planning
May 6th, 2022Originally published in wealthmanagement.com. Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets? Recently issued proposed clawback regulations (Proposed Treasury […]
Free Webinar: Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
May 6th, 2022Date and Time: May 10th, 2022 4:00 pm ET Register Here Course Description: Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate […]
56th Annual Heckerling Institute Meeting Notes
April 27th, 2022This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2953. Attending the 56th Annual Heckerling Institute on Estate Planning was another virtual experience. While we […]
Revocable Inheritance Trust: Inexpensive Divorce Protection
April 20th, 2022Originally posted on Forbes.com Introduction So you’re married. You received a gift from Aunt Jane while she was alive. Your dad bequeathed you a generous sum of money on […]
Biden Greenbook Estate Tax Proposals: Should You Care?
April 13th, 2022Originally posted on Forbes.com Yet Another Tax Proposal The Biden administration released its budget and tax proposals on March 28, 2022. This is called the “General Explanations of […]
Free Webinar: Split-Dollar Life Insurance Planning After the Levine Case
April 4th, 2022Date and Time: April 5th, 2022 4:00 pm ET Register Here Course Description: A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some […]
Levine Case Greenlights Split-Dollar Life Insurance Planning
April 4th, 2022Originally posted on Forbes.com Introduction to the Roadmap A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as […]
Better Estate Planning
March 31st, 2022Practical observations from the field, including: – Illustrations of holistic planning – Building the planning foundation – Planning fatigue – What a better approach can provide – Intelligent, not “simple” […]
Modern Trusts: Fiduciary and Non-Fiduciary Positions
March 31st, 2022Modern trust drafting and planning is changing how irrevocable trusts should be planned, drafted, and administered, and how practitioners should advise clients. One of the significant ways in which trust […]