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Asset Protection Update: Curci Investments, LLC

September 14th, 2017

By: Martin M.  Shenkman, Esq. and Alan Gassman, Esq. The authors thank Steven J. Oshins, Esq. for his thoughtful comments and guidance in this area. This article was originally published […]

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Trusts: Planning and Drafting for Divorce – Free Webinar

May 17th, 2017

Date and Time: Thursday June 15, 2017, 4pm EST Speakers: Gideon Rothschild, Esq., Martin Shenkman, Esq. and Rebecca Provder, Esq. Course Description: Trusts are one of the most powerful tools […]

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Asset Protection Planning Continuum: Basics for Estate Planning Professionals – Webinar Materials

February 6th, 2017

Speakers: Martin M. Shenkman, Esq. and Alan S. Gassman, Esq. Date of webinar: Tuesday February 21, 2017, 1pm EST Course Description: Asset protection planning is appropriate for every client, not […]

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Proposed Regulations Will Zap Discounts – Wealthy Taxpayers Should Plan ASAP

August 7th, 2016

Introduction   OK stop holding your breath! The long awaited discount Regs were just issued. 26 CFR Part 25 [REG-163113-02] RIN 1545-BB71. They will be published in the Federal Register […]

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Recent Massachusetts Trust Case Has Important Divorce Planning Lessons for All

January 3rd, 2016

  Not All Trusts Are Created Equal  Trusts are ubiquitous in planning and one of the most common motivations for the use of trusts is to minimize the risks that […]

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Trust Friendly States: Great Choice but You Can’t Always Get What You Want

August 25th, 2015

Introduction   Most folks (and lawyers) tend to set up trusts in the state where they live and their lawyer practices. While this might seem logical, and it’s what has […]

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Trust Administration: Trust Records Provide A Roadmap To Proper Trust Management Part 1

June 7th, 2015

Trusts are ubiquitous in estate, tax, financial and asset protection planning. Everyone tends to be pretty focused on the decision process involved in creating a trust. However, clients and advisors […]

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Dissolving an FLP/LLC – Can you have your Tax Cake and Eat it Too?

May 31st, 2015

Introduction   Family limited partnerships (“FLPs”) and family limited liability companies (“LLCs”) have been a mainstay of estate and related planning for decades. FLPs and LLCs (collectively, “FLPs”) could have […]

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