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How To Protect Your Wealth From The Lions, Tigers And Bears Waiting To Pounce In The Washington Tax Forest

October 13th, 2021

Originally posted on Forbes.com   While walking through the dark tax forest, are you scared from the noises coming from Washington? Are any taxing animals out there who might be […]

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Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease

September 19th, 2021

Originally posted on Forbes.com   Introduction:   Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, […]

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Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

March 29th, 2021

Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the […]

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Wealth Advisor Interviews: Questions Clients Should Ask

April 9th, 2020

WealthManagement.com Jun 13, 2019 Martin M. Shenkman  A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does […]

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Joint/Dual Representation: Add protections to your retainer agreements to reflect challenges involved

March 31st, 2020

Trusts & Estate’s Magazine August 2017 Sandra D. Glazier & Martin M. Shenkman  The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer […]

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Powers of Attorney for Our Aging Client Base: Ancillary steps to enhance the agent’s function and prevent abuse

March 31st, 2020

Trusts & Estate’s Magazine July 2015 Martin M. Shenkman & Jonathan G. Blattmachr  The population is aging, as are our clients. Planning for the infirmities and challenges that often accompany […]

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Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting

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 […]

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Collaboration of the Estate and Financial Planning Team – Webinar Materials

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 […]

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Termination of an Insurance Trust the Client no Longer Wants – What Considerations, Steps, and Tax Implications?

July 30th, 2015

Introduction   “I don’t need life insurance because of the high estate tax exemption so I cancelled my policies and distributed the cash in my trust to my spouse.”   […]

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Trust Administration: Trust Records Provide A Roadmap To Proper Trust Management Part 3

June 22nd, 2015

This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]

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