April 9th, 2020
WealthManagement.com Oct 17, 2017 Martin M. Shenkman An estate is generally permitted a tax deduction for costs incurred with respect to the production or collection of income. However, the primary […]
April 9th, 2020
WealthManagement.com Oct 17, 2017 Martin M. Shenkman Caution is in order when multiple clients are considering hiring the same law firm to represent them in a matter. If the clients’ […]
April 9th, 2020
WealthManagement.com Aug 23, 2017 Martin M. Shenkman A New Jersey case evaluated the performance of a court-appointed guardian for an incompetent ward. A charity (The Society for the Propagation of […]
April 9th, 2020
WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without […]
April 9th, 2020
WealthManagement.com May 15, 2017 Andrew T. Wolfe, Martin M. Shenkman In the current environment of uncertainty, many married clients should consider implementing non-reciprocal spousal lifetime access trusts (SLATs). This strategy […]
April 9th, 2020
WealthManagement.com Jan 27, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson From a federal estate tax perspective, there hasn’t been much tax uncertainty since 2012. There’s also never […]
April 9th, 2020
WealthManagement.com Jan 18, 2017 Martin M. Shenkman New Year’s resolutions are easier said than done right? Much like taking your own advice. So, I decided to sit down and write […]
April 9th, 2020
WealthManagement.com Aug 29, 2016 Martin M. Shenkman The proposed Internal Revenue Code Section 2704 regulations (the “regs”) prevent taxpayers from considering a range of restrictions that could otherwise reduce the […]
April 9th, 2020
WealthManagement.com Sep 27, 2016 Martin M. Shenkman Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a […]
April 9th, 2020
WealthManagement.com Aug 16, 2016 Martin M. Shenkman On Aug. 4, the Treasury Department issued proposed regulations (the regulations) that restrict or eliminate valuation discounts for family-owned businesses under Internal Revenue […]