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Should Couples Pool Their Assets: Common Advice May Be Dangerous

August 7th, 2023

Originally posted on Forbes.com   Should “I Love You” Mean Pooled Finances?   There was a recent column in the financial press with financial advisers commenting on whether couples should […]

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Free Webinar: Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications

January 18th, 2023

Date and Time: Monday January 30, 2023 4-5:00 pm EST Register Here   Course Description: This webinar will discuss why all advisers should think about decanting, reformation, trust protector actions  and […]

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Protecting Aging And Infirm From Financial Abuse: Practical Steps To Take Now

June 6th, 2019

Martin Shenkman Contributor Forbes.com · Elder financial abuse is a serious growing risk there are practical steps you can take to protect loved ones at risk. People are aging and […]

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Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting

December 12th, 2018

Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range […]

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Martin Shenkman’s Day 2 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute

October 23rd, 2018

Reprinted from Leimberg Information Services, Inc. Oct 22, 2018 The 44th Annual Notre Dame Tax and Estate Planning Institute was held on October 11th 12th at the Century Center in […]

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Martin Shenkman’s Day 1 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute

October 16th, 2018

Reprinted from Leimberg Information Services, Inc. Oct 15, 2018 The 44th Annual Notre Dame Tax and Estate Planning Institute was held on October 11th 12th at the Century Center in […]

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Send Client Letter About Self-Settled DAPTs Post Wacker

April 11th, 2018

Sample language to use. Martin M. Shenkman , Alan Gassman | Apr 04, 2018 Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as a death knell to […]

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Toni 1 Trust v. Wacker – Reports of the Death of DAPTs for Non-DAPT Residents Is Exaggerated

March 22nd, 2018

Steve Leimberg’s Asset Protection Planning Email Newsletter Archive Message #362 Date:19-Mar-18 Subject: Jonathan Blattmachr, Matthew Blattmachr, Martin Shenkman & Alan Gassman on Toni 1 Trust v. Wacker – Reports of […]

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Heckerling Institute on Estate Planning 2018- Notes from Monday, January 22nd

February 13th, 2018

These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2618. They can be viewed here.

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Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

December 22nd, 2017

  Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas By Martin M. Shenkman, Esq. Jonathan G. Blattmachr, Esq., and Joy Matak, JD, LLM   Previously […]

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