This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #1880. Portability has been trumpeted by some in the media as one of the most significant […]
WealthManagement.com an 06, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson The situation described in the preceding two articles in this 4-part series could significantly affect both estates […]
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 […]
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 A New Jersey case evaluated the performance of a court appointed guardian for an incompetent ward.[1] The case highlights the fact sensitive, “he said/she said” nature of the performance […]
Date and Time: Thursday May 11, 2017 12:30 pm EST. Course Description: Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-technical, webinar for professionals to help […]
Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 26, 2017 From a federal estate tax perspective, there hasn’t been much tax uncertainty since 2012. There’s also never […]
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey […]