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 […]
April 9th, 2020
WealthManagement.com Jan 05, 2016 Martin M. Shenkman Trusts are ubiquitous in planning, and one of the most common motivations for the use of trusts is to minimize the risk that […]
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 […]
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 […]
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 […]
April 1st, 2020
Trusts & 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 […]
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 […]
March 31st, 2020
Trusts & 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 […]
March 31st, 2020
Trusts & 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) […]
March 27th, 2020
Trusts & 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 […]