Crowdsourcing Tax Confusion
April 9th, 2020WealthManagement.com Oct 20, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr In the wake of any tragedy, charitable efforts to help victims often come with a sense of […]
Shenkman Law
U.S. v. Balice: IRS Successfully Pierced Trust
April 9th, 2020WealthManagement.com Sep 05, 2017 Martin M. Shenkman The Internal Revenue Service successfully pierced the trust created by a taxpayer to satisfy a tax lien on the basis that the trust […]
Beware of the Risks of Assuming the Role of Guardian
April 9th, 2020WealthManagement.com Aug 23, 2017 Martin M. Shenkman A New Jersey case evaluated the performance of a court-appointed guardian for an incompetent ward. A charity (The Society for the Propagation of […]
Having Tough Client Conversations About Health Issues
April 9th, 2020WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without […]
SLATs Provide Flexible Plans for Many Clients
April 9th, 2020WealthManagement.com May 15, 2017 Andrew T. Wolfe, Martin M. Shenkman In the current environment of uncertainty, many married clients should consider implementing non-reciprocal spousal lifetime access trusts (SLATs). This strategy […]
Communicating to Clients About Planning Uncertainty
April 9th, 2020WealthManagement.com Jan 27, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson From a federal estate tax perspective, there hasn’t been much tax uncertainty since 2012. There’s also never […]
An Estate Planner’s 11 Tips for the New Year
April 9th, 2020WealthManagement.com Jan 18, 2017 Martin M. Shenkman New Year’s resolutions are easier said than done right? Much like taking your own advice. So, I decided to sit down and write […]
Impact of Federal Estate Tax Repeal: Planning for 2017 and Beyond
April 9th, 2020WealthManagement.com Jan 03, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson In our prior article in this series , we explored the inter-relationship of a decoupled state (using […]
Repeal and Uncertainty Impacts Estate Administration
April 9th, 2020WealthManagement.com an 06, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson The situation described in the preceding two articles in this 4-part series could significantly affect both estates […]
New Jersey (and Other) State Estate Tax Changes
April 9th, 2020WealthManagement.com Dec 15, 2016 Martin M. Shenkman , Andrew T. Wolfe , Alan A. Davidson This is Part 1 of a 4-part article on the interplay of changes to state […]