February 13th, 2018
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2623. They can be viewed here.
February 13th, 2018
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2621. They can be viewed here.
February 13th, 2018
These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2620. They can be viewed here.
November 10th, 2017
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2598 Date: 06-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 2 Notes from the 43rd Annual Notre Dame […]
June 26th, 2017
1. Discussion. a. Portability was supposed to simplify the estate tax system. Prior to portability, if one spouse died, to secure that deceased spouse’s exemption required affirmative planning in most […]
June 26th, 2017
1. Discussion. In Powell, the Tax Court, in a reviewed decision, determined that the assets that had been transferred to a family limited partnership (“FLP”) were included in the decedent’s […]
June 21st, 2017
Date and Time: Wednesday, June 21, 2017 12 noon (ET). Speakers: Martin M. Shenkman, Esq., Jonathan G. Blattmachr, Esq., and Peter Fidler. Sponsor: Interactive Legal and Peak Trust Company. Course […]
February 21st, 2017
Speakers: Martin M. Shenkman, Esq. and Alan S. Gassman, Esq. Date of webinar: Tuesday February 21, 2017, 1pm EST Course Description: Asset protection planning is appropriate for every client, not […]
December 20th, 2016
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2491 Date: 19-Dec-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman and Jonathan Blattmachr: Not So […]
December 13th, 2016
A recording of the Webinar can be found under the Resources tab of the website. The Power Point presentation for the webinar can be found at: https://shenkmanlaw.com/uploads/2016/12/Powerpoint-Estate-Tax-Repeal-Is-Not-a-Temporary-or-Permanent-Certainty-How-to-Plan-Now-Dec-12-2016.pdf A copy of […]