March 14th, 2019
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 […]
February 4th, 2019
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 […]
January 8th, 2019
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 […]
December 27th, 2018
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 […]
December 27th, 2018
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. […]
December 21st, 2018
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 […]
December 12th, 2018
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 […]
December 10th, 2018
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 […]
October 23rd, 2018
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 […]
October 16th, 2018
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 […]