Trust Friendly States
April 9th, 2020WealthManagement.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 […]
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Unitrusts To the Rescue
April 9th, 2020WealthManagement.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, 2020WealthManagement.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 […]
Swap Powers: Consider some often overlooked practical and technical aspects
April 1st, 2020Trusts & Estate’s Magazine December 2015 Martin M. Shenkman & Bruce D. Steiner Grantor trusts and swap powers have become ubiquitous in trust planning. That frequent use, however, belies the […]
Trust and Related Planning Post 2017 Tax Act
April 1st, 2020Steve 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 […]
How ING Trusts Can Offset Adverse Effects of Tax Law: Part 2 – Gift tax and other issues
March 31st, 2020Trusts & Estate’s Magazine December 2018 William D. Lipkind, Martin M. Shenkman & Jonathan G. Blattmachr> Incomplete non-grantor (ING) trusts, transfers to which aren’t completed gifts and aren’t grantor trusts […]
Trust Planning After the New Tax Law: New perspectives that may be useful to some clients
March 31st, 2020Trusts & Estate’s Magazine February 2018 Martin M. Shenkman & Jonathan G. Blattmachr President Donald J. Trump signed into law the Tax Cuts and Jobs Act of 2017 (the Act) […]
Trust Planning After the New Tax Law
March 27th, 2020Trusts & Estate’s Magazine February 2018 Martin M. Shenkman and Jonathan G. Blattmachr President Donald J. Trump signed into law the Tax Cuts and Jobs Act of 2017 (the […]
Intergenerational Split Dollar – Recent Adverse Decisions in Morrissette and Cahill, Where Do We Go from Here?
September 17th, 2019Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2651 Date:17-Jul-18 Subject: Lee Slavutin, Richard Harris & Martin Shenkman – Intergenerational Split Dollar – Recent Adverse Decisions in Morrissette and Cahill, […]
Free Webinar: Kaestner Case and State Income Taxation of Trusts
June 27th, 2019Date and Time: Monday July 1, 2019 12 noon EST Course Description: You are invited to listen to a complimentary in-depth discussion of a case of extreme importance. The Supreme […]