Disinheriting an Heir
April 9th, 2020WealthManagement.com Mar 12, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Disinheritance creates complicated issues for many families. There are myriad ways to leave assets to heirs, so there are many […]
Shenkman Law
Beware of the Risks of Assuming the Role of Guardian
April 9th, 2020WealthManagement.com Aug 23, 2017 Martin M. Shenkman A New Jersey case evaluated the performance of a court-appointed guardian for an incompetent ward. A charity (The Society for the Propagation of […]
Having Tough Client Conversations About Health Issues
April 9th, 2020WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without […]
Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting
December 12th, 2018Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range […]
How NJ and Federal Estate Tax Changes May Wreak Havoc with Your Will
March 17th, 2017The NJ estate tax exemption increased from $675,000 to $2M in 2017 and the tax is repealed in 2018. President Trump has proposed a repeal of the federal estate tax. […]
New Jersey Estate Tax to be Repealed
October 2nd, 2016Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey […]
Religion and Estate Planning
September 13th, 2016Introduction Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a client’s religious concerns into the […]
Christian Estate Planning
September 13th, 2015By: Pastor Chris Edmondson and Martin M. Shenkman, Esq. What is Estate Planning? First, let’s define “estate planning” since it is commonly defined too narrowly. Estate planning […]
Gifts under Powers of Attorney
August 13th, 2015Introduction and Background It is common to include in a durable power of attorney the right for an agent (the person named to act on behalf of the principal […]
Safe Powers of Attorney
July 22nd, 2015Introduction Powers of attorney are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what a power of attorney is and […]