WealthManagement.com Aug 29, 2016 Martin M. Shenkman The proposed Internal Revenue Code Section 2704 regulations (the “regs”) prevent taxpayers from considering a range of restrictions that could otherwise reduce the […]
WealthManagement.com Sep 27, 2016 Martin M. Shenkman Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a […]
WealthManagement.com Jul 18, 2016 Martin M. Shenkman Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked when I asked the question. So, barring that […]
WealthManagement.com Aug 16, 2016 Martin M. Shenkman On Aug. 4, the Treasury Department issued proposed regulations (the regulations) that restrict or eliminate valuation discounts for family-owned businesses under Internal Revenue […]
WealthManagement.com Feb 29, 2016 Martin M. Shenkman I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary […]
WealthManagement.com Jan 05, 2016 Martin M. Shenkman Trusts are ubiquitous in planning, and one of the most common motivations for the use of trusts is to minimize the risk that […]
WealthManagement.com Sep 15, 2015 Martin M. Shenkman Most folks (and lawyers) tend to set up trusts in the state where they live and their lawyer practices. While this might seem […]
WealthManagement.com Sep 1, 2015 Martin M. Shenkman Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015: “Many traditional […]
WealthManagement.com Sep 24, 2015 Martin M. Shenkman The process of determining the value of estate assets, and filing the required estate tax return, might all be complicated by recent law […]
WealthManagement.com Jun 12, 2015 Martin M. Shenkman Practicing as a solo can be incredibly rewarding, even in this era of mega firms. However, solo practitioners face unique risks, issues and […]