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 #2628 Date: 20-Feb-18 Subject: Martin Shenkman & Jonathan Blattmachr – Summary of Selected Considerations After the 2017 Tax Act *Recently Published on […]
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 […]
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 […]
By Martin M. Shenkman, Esq. and Joy Matak, JD, LLM Introduction Since the election of Donald J. Trump as President, there has been intense buzz among estate tax planning […]
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 […]
reprinted with permission from wealthmanagement.com http://www.wealthmanagement.com/estate-planning/having-tough-client-conversations-about-health-issues Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without an […]
Free Consumer Webinar: Consumer: Estate Planning Basics (for People Not Subject to Estate Tax) Course Description: This is a CONSUMER level course on basic estate planning. This course will help […]