SLATs Provide Flexible Plans for Many Clients

April 9th, 2020

WealthManagement.com May 15, 2017 Andrew T. Wolfe, Martin M. Shenkman  In the current environment of uncertainty, many married clients should consider implementing non-reciprocal spousal lifetime access trusts (SLATs). This strategy […]

Trust Friendly States

April 9th, 2020

WealthManagement.com Sep 15, 2015 Martin M. Shenkman  Most folks (and lawyers) tend to set up trusts in the state where they live and their lawyer practices. While this might seem […]

Unitrusts To the Rescue

April 9th, 2020

WealthManagement.com Jul 01, 2015 Martin M. Shenkman  Sometimes, it can be incredibly useful to have another arrow in your planning quiver. Consider the following: • A trust is set up […]

Ensure Grantor Understands Trust Roles

April 9th, 2020

WealthManagement.com Feb 02, 2015 Martin M. Shenkman  Often, as estate-planning attorneys, we create irrevocable trusts for our clients. But our job shouldn’t end there. We need to make sure our […]

Trust and Related Planning Post 2017 Tax Act

April 1st, 2020

Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #163 Date: 03-Dec-18 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Jonathan G. Blattmachr & Martin M. Shenkman: Trust and […]