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 […]
WealthManagement.com Jan 29, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act brings direct changes to the tax treatment of insurance and significant indirect […]
WealthManagement.com Jan 19, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act was signed into law by President Trump on December 22, 2017. The […]
WealthManagement.com Jan 02, 2018 Martin M. Shenkman, Jonathan G. Blattmachr, Joy Matak, F. Ladson Boyle How to employ ESBTs as part of an overall wealth transfer strategy. Read their commentary […]
WealthManagement.com Dec 12, 2017 Martin M. Shenkman, Joy Matak The House and Senate have proposed very different approaches to reduce taxes on pass-through entities. Each approach is complex, and introduces […]