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Financial Steps, Estate Planning, and More to Help You or a Loved One Living With Cancer During COVID-19

May 26th, 2020

Sponsored by the American Cancer Society The American Cancer Society does not provide professional or legal advice. Seek the advice of your own legal, tax, or financial advisor. Uncertain times […]

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Investment Location Planning: Tax, Estate and Asset Protection Considerations

May 20th, 2020

NAEPC Journal of Estate and Tax Planning May 2020 Introduction Asset location (which “investment bucket” a particular asset is held in) deserves more attention than ever in the current planning […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part III

May 20th, 2020

The Michael J. Fox Foundation May 11, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part II

May 20th, 2020

The Michael J. Fox Foundation May 8, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part I

May 20th, 2020

Michael J. Fox Foundation May 6, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning and […]

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Slow Return to the New Normal and Different Approaches to Signing/Executing Estate Planning Documents

May 20th, 2020

Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2794 Date:11-May-20 From:Steve Leimberg’s Estate Planning Newsletter Subject:Martin M. Shenkman, Jonathan Blattmachr, Andrew Wolfe & Thomas A. Tietz on the Slow […]

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Webinar: Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!

May 14th, 2020

Working remotely has challenges and as we have all spent more than a month doing so what tips can make you more efficient and productive now? This webinar will give […]

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Review Irrevocable Trusts for Potential Enhancements through Modification

April 28th, 2020

American Bar Association Fall 2019 Martin M. Shenkman and Sandra D. Glazier  Historically, an irrevocable trust was just that, irrevocable. We would explain the concept of an irrevocable trust to […]

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Using Technology For The Modern Estate Planning Practice

April 28th, 2020

American Bar Association Summer 2019 Thomas Tietz, Barron K. Henley, and Martin M. Shenkman  Authors Thomas Tietz, Barron K. Henley, and Martin M. Shenkman address a variety of vital issues […]

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The Uber Version of Estate Planning for Seniors

April 28th, 2020

American Bar Association Fall 2018 Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq.  Authors Martin Shenkman and Jonathan Blattmachr examine how estate planners can use technology as an important […]

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