Free Webinar: Planning with SLATs and SLANTs Ahead of TCJA Sunset
March 11th, 2024Date and Time: Thursday March 28, 2024 4-5:30 pm EST Register Here Course Description: The end of 2025 will result in the gift, estate and GST tax exemption being […]
Shenkman Law
Proposed Billionaire ($100 Million) Tax: Is It Just The First Step?
December 28th, 2023Originally posted on Forbes.com Introduction Senator Wyden has proposed new taxes to tap the very rich. One goal is to stop a common tax plan (some call it […]
Free Webinar: Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
September 12th, 2023Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]
Free Webinar: Revenue Ruling 2023-2 What It Means and What You Might Do?
August 21st, 2023Date and Time: September 7, 2023 4-5:30 pm ET Register Here Course Description: Do assets in an irrevocable grantor trust that are not included in the settlor’s gross estate […]
Business Owned Buyout Life Insurance Raises Tax Issues
July 11th, 2023Originally posted on Forbes.com Background In a recent case owners of a closely held business got bad news. It is common to have a closely held business own […]
Free Webinar: Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
June 29th, 2023Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]
Free Webinar: My trust has been paying state income tax forever. Can I reduce or avoid state income tax?
March 15th, 2023Date and Time: March 16, 2023 4-5:00 pm ET Register Here Course Description: State income taxes can be onerous. Rates can reach 14%+ and the effects of a high state […]
Grantor Trust: Tired Of Paying Income Tax On Trust Income?
February 14th, 2023Originally posted on Forbes.com Introduction Grantor trusts are groovy. They have so many potential benefits that they are the cornerstone of many, maybe even most estate plans. Grantor […]
Free Webinar: Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
January 18th, 2023Date and Time: Monday January 30, 2023 4-5:00 pm EST Register Here Course Description: This webinar will discuss why all advisers should think about decanting, reformation, trust protector actions and […]
Tax Reimbursement Clauses: What They Are And Why You Need To Know
January 17th, 2023Originally posted on Forbes.com Introduction Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand? […]