Trust Income Tax Basics
April 9th, 2020WealthManagement.com Mar 21, 2019 Martin M. Shenkman Trusts are ubiquitous in asset protection and estate planning. Regardless of a client’s wealth level, he should be using trusts to avoid problems […]
WealthManagement.com Mar 21, 2019 Martin M. Shenkman Trusts are ubiquitous in asset protection and estate planning. Regardless of a client’s wealth level, he should be using trusts to avoid problems […]
WealthManagement.com Mar 14, 2019 Stanley H. Teitelbaum, Martin M. Shenkman A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, […]
WealthManagement.com Mar 12, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Disinheritance creates complicated issues for many families. There are myriad ways to leave assets to heirs, so there are many […]
WealthManagement.com Feb 22, 2019 Sandra D. Glazier, Martin M. Shenkman When a couple starts to work with an advisor to engage in estate planning, it’s advisable for the intake process […]
WealthManagement.com Feb 25, 2019 Sandra D. Glazier, Martin M. Shenkman Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter […]
WealthManagement.com Jan 18, 2019 Thomas Tietz Thomas A. Tietz, an associate in the Law Firm of Martin M. Shenkman, P.C., sat in on Carlyn McCaffrey’s presentation at the 2019 Heckerling […]
WealthManagement.com Nov 21, 2018 Martin M. Shenkman, Jonathan Blattmachr Encourage clients to plan before the 2026 sunset of increased exemptions. Read his commentary here.
WealthManagement.com Dec 03, 2018 William D. Lipkind, Martin M. Shenkman, Jonathan G. Blattmachr An incomplete non-grantor trust is a powerful planning tool; not just for the super wealthy, but for […]
WealthManagement.com Nov 07, 2018 Louis S. Harrison, Kim Kamin, Martin M. Shenkman If you were creating a trust 100 years ago, what would have been on your mind? World War […]
WealthManagement.com Oct 09, 2018 Martin M. Shenkman, Alan Gassman The 2017 Tax Act made a host of changes that apply to homeowners, with the primary impact being the loss of […]