This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2909. The Federal Legislature is currently debating an additional $3.5 trillion reconciliation-based social funding plan, the […]
The webinar, which will take place on Thursday, September 30th, 2021, at 4pm Eastern Time can be registered for here. The House Democrats are proposing a $3.5 trillion spending plan. […]
Originally posted on Forbes.com Recent Proposal The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion […]
Originally posted on Forbes.com Introduction to Morrissette The recent Tax Court decision in the Estate of Morrissette v. Commission, T.C. Memo 2021-60 (May 13, 2021) put the kibosh on […]
The tax world is likely to change (yet again!) and if so, that will have far-reaching economic effects. You and your clients need to be prepared…not later this year, not […]
NAEPC Journal of Estate and Tax Planning May 2020 Introduction Asset location (which “investment bucket” a particular asset is held in) deserves more attention than ever in the current planning […]
WealthManagement.com Mar 21, 2019 Martin M. Shenkman Trusts are ubiquitous in asset protection and estate planning. Regardless of a client’s wealth level, he should be using trusts to avoid problems […]
WealthManagement.com Jan 18, 2019 Thomas Tietz Thomas A. Tietz, an associate in the Law Firm of Martin M. Shenkman, P.C., sat in on Carlyn McCaffrey’s presentation at the 2019 Heckerling […]
WealthManagement.com Nov 21, 2018 Martin M. Shenkman, Jonathan Blattmachr Encourage clients to plan before the 2026 sunset of increased exemptions. Read his commentary here.
WealthManagement.com Oct 09, 2018 Martin M. Shenkman, Alan Gassman The 2017 Tax Act made a host of changes that apply to homeowners, with the primary impact being the loss of […]