May 11th, 2017
Dear Colleague/Friend: Every spring and summer for the past seven years, my wife Patti and I, accompanied by our adorable therapy dog Elvis, spend 2+ months traveling the country in […]
March 17th, 2017
Foreword The following remarks and comments were based in part on a review of a recent book The Life Insurance Policy Crisis by E. Randolph Whitelaw and Henry Montag, published […]
March 17th, 2017
The NJ estate tax exemption increased from $675,000 to $2M in 2017 and the tax is repealed in 2018. President Trump has proposed a repeal of the federal estate tax. […]
January 30th, 2017
Free Webinar: Collaboration of the Estate and Financial Planning Team After the webinar a recording will be posted on www.shenkmanlaw.com/resources . Date and Time: Tuesday February 7, 2017 12:00 noon […]
January 30th, 2017
Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 26, 2017 From a federal estate tax perspective, there hasn’t been much tax uncertainty since 2012. There’s also never […]
January 12th, 2017
It’s important to ascertain the decedent’s intent. Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 05, 2017 The situation described in the preceding two articles in this […]
January 9th, 2017
Wealth Planning>Estate Planning Planning for 2017 and beyond (part 2 of 4) Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson | Jan 03, 2017 http://www.wealthmanagement.com/estate-planning/impact-federal-estate-tax-repeal In our prior article […]
January 9th, 2017
I figured I had a few minutes when I was not using my New Year’s resolution gwee gym, or drinking my New Year’s resolution Marie Osmond lose 10 pounds in […]
December 15th, 2016
This is Part 1 of a 4-part article on the interplay of changes to state laws with the current uncertainty in the federal estate and gift tax laws. In […]
November 11th, 2016
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2478. “The election of Donald J. Trump as our 45th President was largely unexpected. It is difficult to forecast what that […]