March 7th, 2018
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 […]
February 13th, 2018
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2618. They can be viewed here.
December 22nd, 2017
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 […]
November 10th, 2017
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 […]
November 6th, 2017
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 […]
August 17th, 2017
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 […]
July 28th, 2017
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 […]
July 18th, 2017
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 […]
May 17th, 2017
Date and Time: Thursday June 15, 2017, 4pm EST Speakers: Gideon Rothschild, Esq., Martin Shenkman, Esq. and Rebecca Provder, Esq. Course Description: Trusts are one of the most powerful tools […]
May 15th, 2017
By: Andrew T. Wolfe, Esq. and Martin M. Shenkman, Esq. Flexible SLATs Key Ingredient in Advisor’s Toolbox In the current environment of uncertainty, many married clients should consider […]