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Home Medical Expense Deduction: Sample Doctor’s Letter

May 23rd, 2017

Explanation: The following is a sample letter for a physician to provide to a patient/taxpayer to use as support for claiming a home medical improvement expense deduction. The illustration uses […]

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Trusts: Planning and Drafting for Divorce – Free Webinar

May 17th, 2017

Date and Time: Thursday June 15, 2017, 4pm EST Speakers: Gideon Rothschild, Esq., Martin Shenkman, Esq. and Rebecca Provder, Esq. Course Description: Trusts are one of the most powerful tools […]

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Spousal Lifetime Access Trusts (“SLATs”) Provides Flexible Plan for Many Clients

May 15th, 2017

By: Andrew T. Wolfe, Esq. and Martin M. Shenkman, Esq.   Flexible SLATs Key Ingredient in Advisor’s Toolbox   In the current environment of uncertainty, many married clients should consider […]

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American Cancer Society Speaking Tour and Plug for NPAN

May 11th, 2017

Dear Colleague/Friend: Every spring and summer for the past seven years, my wife Patti and I, accompanied by our adorable therapy dog Elvis, spend 2+ months traveling the country in […]

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When a Client Loses a Spouse/Partner – Free Webinar for Professional Advisers

May 10th, 2017

Date and Time: Thursday May 11, 2017 12:30 pm EST. Course Description: Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-technical, webinar for professionals to help […]

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