WealthManagement.com Feb 22, 2019 Sandra D. Glazier, Martin M. Shenkman When a couple starts to work with an advisor to engage in estate planning, it’s advisable for the intake process […]
WealthManagement.com Feb 25, 2019 Sandra D. Glazier, Martin M. Shenkman Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter […]
WealthManagement.com Jan 18, 2019 Thomas Tietz Thomas A. Tietz, an associate in the Law Firm of Martin M. Shenkman, P.C., sat in on Carlyn McCaffrey’s presentation at the 2019 Heckerling […]
WealthManagement.com Nov 21, 2018 Martin M. Shenkman, Jonathan Blattmachr Encourage clients to plan before the 2026 sunset of increased exemptions. Read his commentary here.
WealthManagement.com Dec 03, 2018 William D. Lipkind, Martin M. Shenkman, Jonathan G. Blattmachr An incomplete non-grantor trust is a powerful planning tool; not just for the super wealthy, but for […]
WealthManagement.com Nov 07, 2018 Louis S. Harrison, Kim Kamin, Martin M. Shenkman If you were creating a trust 100 years ago, what would have been on your mind? World War […]
WealthManagement.com Oct 09, 2018 Martin M. Shenkman, Alan Gassman The 2017 Tax Act made a host of changes that apply to homeowners, with the primary impact being the loss of […]
WealthManagement.com Apr 05, 2018 Martin M. Shenkman, Alan Gassman Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as […]
WealthManagement.com Jan 29, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act brings direct changes to the tax treatment of insurance and significant indirect […]
WealthManagement.com Jan 19, 2018 Barry D. Flagg, Thomas Tietz, Martin M. Shenkman The Tax Cuts and Jobs Act was signed into law by President Trump on December 22, 2017. The […]