Every practitioner is familiar with the common or “core” estate planning documents: powers of attorney, living will, health care proxy, will and revocable trust. But how might Covid-19 uniquely impact […]
How to work remotely – lots of practical tips from estate planners (with different views and approaches) and a tech expert to help you now. How to build an electronic […]
Trusts & Estate’s Magazine April 2016 Martin M. Shenkman, Neil D. Blicher, Anthony R. Bartlett & Dania Jekel Asperger syndrome (AS) is a neurological condition on the autism spectrum. It’s […]
Trusts & Estate’s Magazine October 2018 Louis S. Harrison, Kim Kamin & Martin M. Shenkman The 2017 Tax Cuts and Jobs Act (the Act) dramatically changed trust planning. But […]
Originally posted on Forbes.com Introduction and Action Steps The Setting Every Community Up for Retirement Enhancement Act of 2019, called the “SECURE Act” makes significant changes to how IRAs […]
Reprinted from Steve Leimberg’s Estate Planning Email Newsletter January 2019 Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings […]
Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq. -How has trust and related planning changed in the current planning environment? -When and how should grantor or non-grantor trusts be […]
Reprinted from Leimberg Information Services, Inc. by Jonathan G. Blattmachr and Martin M. Shenkman December 3, 2018 “In the wake of the Tax Cut Jobs Act of 2017 (‘Act’), the […]
Date and Time of Webinar: Wednesday, November 14th at 3:00 p.m. Description: Incomplete non-grantor trust (“ING” Trusts), called “DINGs” if in Delaware, “NINGs” If in Nevada, and so on, […]
Steve Leimberg’s Income Tax Planning Email Newsletter Archive Message #136 Date:12-Mar-18 Subject: Alan Gassman, Martin Shenkman, Jonathan Blattmachr & Brandon Ketron – Using Multiple Entities to Reduce Income Taxes for […]