WealthManagement.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 […]
WealthManagement.com May 15, 2017 Andrew T. Wolfe, Martin M. Shenkman In the current environment of uncertainty, many married clients should consider implementing non-reciprocal spousal lifetime access trusts (SLATs). This strategy […]
WealthManagement.com Jan 27, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson From a federal estate tax perspective, there hasn’t been much tax uncertainty since 2012. There’s also never […]
WealthManagement.com Jan 18, 2017 Martin M. Shenkman New Year’s resolutions are easier said than done right? Much like taking your own advice. So, I decided to sit down and write […]
WealthManagement.com Jan 03, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson In our prior article in this series , we explored the inter-relationship of a decoupled state (using […]
WealthManagement.com an 06, 2017 Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson The situation described in the preceding two articles in this 4-part series could significantly affect both estates […]
WealthManagement.com Dec 15, 2016 Martin M. Shenkman , Andrew T. Wolfe , Alan A. Davidson This is Part 1 of a 4-part article on the interplay of changes to state […]
WealthManagement.com Aug 29, 2016 Martin M. Shenkman The proposed Internal Revenue Code Section 2704 regulations (the “regs”) prevent taxpayers from considering a range of restrictions that could otherwise reduce the […]
WealthManagement.com Sep 27, 2016 Martin M. Shenkman Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a […]
WealthManagement.com Jul 18, 2016 Martin M. Shenkman Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked when I asked the question. So, barring that […]