Stanley H. Teitelbaum and Martin M. Shenkman, contributors for WealthManagement.com Give your client options to help deal with tough emotional issues. Disinheritance creates complicated issues for many families. There are […]
Reprinted from Steve Leimberg’s Estate Planning Email Newsletter January 2019 Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings […]
Reprinted from Leimberg Information Services, Inc. January 8, 2019 “This newsletter is intended to provide clients with ideas how to enhance their planning in the new 2019 year. It can […]
Martin Shenkman Contributor Forbes.com Revocable trusts are about as common to estate planning as peanuts at a ballgame. These are contractual agreements between you (called the Settlor or Grantor) and […]
Martin Shenkman Contributor Forbes.com So, we estate planners have perfect estate and financial plans and nary a worry. Not! Most professionals are like the proverbial shoemaker with the barefoot children. […]
Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq. -How has trust and related planning changed in the current planning environment? -When and how should grantor or non-grantor trusts be […]
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 ABA – American Bar Association e-report by Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. October 2018 This article describes many ways seniors and those with health […]
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 […]