April 9th, 2020
WealthManagement.com Jan 02, 2018 Martin M. Shenkman, Jonathan G. Blattmachr, Joy Matak, F. Ladson Boyle How to employ ESBTs as part of an overall wealth transfer strategy. Read their commentary […]
April 9th, 2020
WealthManagement.com Dec 12, 2017 Martin M. Shenkman, Joy Matak The House and Senate have proposed very different approaches to reduce taxes on pass-through entities. Each approach is complex, and introduces […]
April 9th, 2020
WealthManagement.com Nov 10, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr While the amounts solicited in many online campaigns are modest, the dollars involved across the spectrum of […]
April 9th, 2020
WealthManagement.com Nov 06, 2017 Martin M. Shenkman, Joy Matak On Nov. 2, 2017, the House Ways and Means Committee issued H.R.1 called “Tax Cuts and Jobs Act.” Here’s a review […]
April 9th, 2020
WealthManagement.com Oct 30, 2017 Philip Cubeta, Thomas Rogerson, Martin M. Shenkman Fewer clients need estate tax planning. Automated service platforms and artificial intelligence are making it more difficult for investment […]
April 9th, 2020
WealthManagement.com Oct 17, 2017 Martin M. Shenkman An estate is generally permitted a tax deduction for costs incurred with respect to the production or collection of income. However, the primary […]
April 9th, 2020
WealthManagement.com Oct 17, 2017 Martin M. Shenkman Caution is in order when multiple clients are considering hiring the same law firm to represent them in a matter. If the clients’ […]
April 9th, 2020
WealthManagement.com Oct 20, 2017 Martin M. Shenkman, Bernard A. Krooks, Jonathan G. Blattmachr In the wake of any tragedy, charitable efforts to help victims often come with a sense of […]
April 9th, 2020
WealthManagement.com Sep 05, 2017 Martin M. Shenkman The Internal Revenue Service successfully pierced the trust created by a taxpayer to satisfy a tax lien on the basis that the trust […]
April 9th, 2020
WealthManagement.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 […]