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