WealthManagement.com Apr 05, 2018 Martin M. Shenkman, Alan Gassman Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as […]
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 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 […]
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 […]
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 […]
Trusts & Estate’s Magazine November 2017 Philip Cubeta, Thomas Rogerson & Martin M. Shenkman Legacy planning is changing. Fewer clients need estate tax planning. Robo-advisors and artificial intelligence are making […]
Lower C corporation income tax rates have increased attention to the Code § 1202 exclusion for gain on sale of stock. We will discuss how that, and related provisions work, […]
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 […]
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2597 Date: 02-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 1 Notes from the 43rd Annual Notre Dame […]
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 […]