Heckerling Institute on Estate Planning 2018- Notes from Monday, January 22nd
February 13th, 2018These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2618. They can be viewed here.
Shenkman Law
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
December 22nd, 2017Tax 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 […]
43rd Annual Notre Dame Tax and Estate Planning Institute Day 1 Notes
November 10th, 2017Steve 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 […]
House Proposed Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
November 6th, 2017By 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 […]
Crowdsource Funding to Help Victims of the California Fires, Las Vegas Massacre and Hurricanes
October 16th, 2017By: Martin M. Shenkman, Esq., Bernard A. Krooks, Esq., and Jonathan G. Blattmachr, Esq. Introduction One of the authors just received a call to assist those helping one of the […]
Home Medical Expense Deduction: Sample Doctor’s Letter
May 23rd, 2017Explanation: The following is a sample letter for a physician to provide to a patient/taxpayer to use as support for claiming a home medical improvement expense deduction. The illustration uses […]
Spousal Lifetime Access Trusts (“SLATs”) Provides Flexible Plan for Many Clients
May 15th, 2017By: 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 […]
Impact of Federal Estate Tax Repeal (Part 2 of 4)
January 9th, 2017Wealth 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 […]
Trump Wins, Republicans Control House and Senate, A Brave New World for Estate Planners
November 11th, 2016Steve 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 […]
New Jersey Estate Tax to be Repealed
October 2nd, 2016Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey […]