Levine Case Greenlights Split-Dollar Life Insurance Planning
April 4th, 2022Originally posted on Forbes.com Introduction to the Roadmap A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as […]
Shenkman Law
Better Estate Planning
March 31st, 2022Practical observations from the field, including: – Illustrations of holistic planning – Building the planning foundation – Planning fatigue – What a better approach can provide – Intelligent, not “simple” […]
Modern Trusts: Fiduciary and Non-Fiduciary Positions
March 31st, 2022Modern trust drafting and planning is changing how irrevocable trusts should be planned, drafted, and administered, and how practitioners should advise clients. One of the significant ways in which trust […]
The Modern Revocable Trust
March 31st, 2022The high federal estate tax exemption may have reduced the urgency of estate tax planning, but it does not reduce its critical importance. Herewith, an examination of the broad utility […]
New Year’s Present: ATRA 2012
March 31st, 2022Congress gave us all the lovely New Year’s gift of a new tax act. For most taxpayers it’s a wonderful gift that will change the face of planning. For the […]
Living Trusts for those with Chronic Illnesses
March 31st, 2022Although revocable living trusts are nearly ubiquitous in estate planning, their typical use is to minimize ancillary probate or to avoid probate entirely. Whatever the merit and value of these […]
Physician Wealth Planning: Modernizing the Advisor’s Toolbox
March 28th, 2022Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2012 Thomson Reuters/Tax & Accounting. Although physicians generally take advantage of the newest medical advances when care for their patients, […]
Pro Athlete Clients: Spring Training for Estate Planners
March 28th, 2022Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2012 Thomson Reuters/Tax & Accounting. Pro athletes require financial and estate planning similar to most high net worth clients. However […]
Estate Planning Ideas for Clients with Pulmonary Disease
March 27th, 2022Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2011 Thomson Reuters/Tax & Accounting. Why does an estate planner need to understand the impact of chronic obstructive pulmonary disease […]
Role of Guarantees and Seed Gifts in Family Installment Sales
March 27th, 2022Originally appeared in Estate Planning, a Thomson Reuters publication. Copyright 2010 Thomson Reuters/Tax & Accounting. Intra-family sale transactions have become almost ubiquitous in estate planning for larger estates. In particular, […]