WealthManagement.com Jul 20, 2015 Martin M. Shenkman Family limited partnerships (FLPs) and family limited liability companies (LLCs) have been a mainstay of estate and related planning for decades. FLPs and […]
WealthManagement.com Aug 19, 2015 Martin M. Shenkman It’s common to include in a durable power of attorney (POA) the right for an agent (the person named to act on behalf […]
WealthManagement.com Sep 22, 2015 Martin M. Shenkman In my prior article , I discussed trust friendly jurisdictions and compared Delaware and New Jersey. But while using a trust friendly jurisdiction […]
WealthManagement.com Oct 01, 2015 Martin M. Shenkman Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive […]
WealthManagement.com Jul 30, 2015 Martin M. Shenkman Powers of attorney (POAs) are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what […]
WealthManagement.com Jul 01, 2015 Martin M. Shenkman Sometimes, it can be incredibly useful to have another arrow in your planning quiver. Consider the following: • A trust is set up […]
WealthManagement.com Feb 04, 2015 Martin M. Shenkman This year’s Heckerling Institute on Estate Planning included an excellent session on asset protection. The bottom line appears to be that in spite […]
WealthManagement.com Feb 02, 2015 Martin M. Shenkman Often, as estate-planning attorneys, we create irrevocable trusts for our clients. But our job shouldn’t end there. We need to make sure our […]
Trusts & Estate’s Magazine December 2015 Martin M. Shenkman & Bruce D. Steiner Grantor trusts and swap powers have become ubiquitous in trust planning. That frequent use, however, belies the […]
Trusts & Estate’s Magazine July 2017 Sandra D. Glazier & Martin M. Shenkman The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer […]