What To Do If Your Kid Won’t Sign A Prenuptial Agreement
April 17th, 2025Originally posted on Forbes.com The ‘Talk’ You had the “talk” with your young adult child about getting a prenuptial agreement. The divorce rate is often suggested to be […]
Shenkman Law
How To Avoid Estate Planning’s Biggest Mistake
April 11th, 2025Originally posted on Forbes.com It’s Not Just About a Will, Trust or Other Document One of the biggest mistakes people make with estate planning is to assume that […]
Trump Presidency: Yes, Estate Planning Is Still Important
November 18th, 2024Originally posted on Forbes.com President Trump’s Victory Means Estate Planning Changes, Not That it Should Be Ignored With President Trump’s victory, and Republican control of the Senate and […]
2025 Planning Should Begin Before the End of 2024: The Step Transaction Doctrine Can Undermine Last-Minute Plans
October 11th, 2024Originally published on The CPA Journal Planning for 2025 is becoming a hotter topic as the scheduled halving of the transfer tax exemption draws closer. But while many are […]
CTA’s Updated FAQs: Treasury Department Requires Filing for Dissolved Entities
September 26th, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #301. The Treasury Department updated its frequently asked questions on July 8, 2024. The big news: if the […]
Biden 2025’s Green Book Proposals, if Enacted, Will Change Estate Planning as We Know It
September 22nd, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3115. There is no way to determine which, if any, of the Biden proposals will be enacted, and […]
Smaldino: Lessons to Consider on Structuring and Implementing Estate Planning
September 22nd, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #2924. Smaldino, a recent Tax Court decision, provides several important lessons for practitioners to consider about how to […]
Defining Descendants – Who Inherits Under Your Client’s Wills and Trusts?
September 22nd, 2024This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3079. Who a client names as their beneficiaries is fundamental to carrying out their dispositive wishes. How their […]
Corporate Transparency Act: Can Your CPA Or Wealth Adviser Help You Without Committing The Unauthorized Practice Of Law?
September 16th, 2024Originally posted on Forbes.com CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held business entities to file […]
Supreme Court Ruling In Loper Bright Changes Estate Planning
September 10th, 2024Originally posted on Forbes.com Federal Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic of key aspects of tax […]