Catholic Considerations and Estate Planning
April 9th, 2020WealthManagement.com Oct 01, 2015 Martin M. Shenkman Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive […]
Shenkman Law
Safe Powers of Attorney
April 9th, 2020WealthManagement.com Jul 30, 2015 Martin M. Shenkman Powers of attorney (POAs) are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what […]
Unitrusts To the Rescue
April 9th, 2020WealthManagement.com Jul 01, 2015 Martin M. Shenkman Sometimes, it can be incredibly useful to have another arrow in your planning quiver. Consider the following: • A trust is set up […]
Follow up with Clients Regarding Self-Settled DAPTs
April 9th, 2020WealthManagement.com Feb 04, 2015 Martin M. Shenkman This year’s Heckerling Institute on Estate Planning included an excellent session on asset protection. The bottom line appears to be that in spite […]
Ensure Grantor Understands Trust Roles
April 9th, 2020WealthManagement.com Feb 02, 2015 Martin M. Shenkman Often, as estate-planning attorneys, we create irrevocable trusts for our clients. But our job shouldn’t end there. We need to make sure our […]
Swap Powers: Consider some often overlooked practical and technical aspects
April 1st, 2020Trusts & Estate’s Magazine December 2015 Martin M. Shenkman & Bruce D. Steiner Grantor trusts and swap powers have become ubiquitous in trust planning. That frequent use, however, belies the […]
Drafting and Updating Your Retainer Agreements
April 1st, 2020Trusts & Estate’s Magazine July 2017 Sandra D. Glazier & Martin M. Shenkman The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer […]
Rensin: Pigs Get Fat, But What About a Hippo – How an FTC Judgment, a Transported Offshore Trust and Florida Annuity Purchases All Caused the Perfect Storm for a Unique and Noteworthy Bankruptcy Court Opinion
April 1st, 2020Steve Leimberg’s Asset Protection Planning Email Newsletter – Archive Message #390 Date: 26-Aug-19 From: Steve Leimberg’s Asset Protection Planning Newsletter Subject: Alan Gassman, Martin M. Shenkman, Wesley Dickson & Joe […]
Campbell v. Commissioner – Tax Court Concludes that the IRS Cannot Reach Assets in an Old and Cold Self-Settled Offshore Trust
April 1st, 2020Steve Leimberg’s Asset Protection Planning Email Newsletter – Archive Message #389 Date: 05-Aug-19 From: Steve Leimberg’s Asset Protection Planning Newsletter Subject: Alan S. Gassman, Martin M. Shenkman & Joe Cuffel […]
IRS Final Regulations Nullify $10,000 Annual SALT Limitation Workaround Attempts by States and Political Subdivisions
April 1st, 2020Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #180 Date: 17-Jun-19 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Richard L. Fox, Martin M. Shenkman & Jonathan Blattmachr […]