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Four Workarounds to SALT Deduction Limits in Light of IRS Proposed Regulations

December 27th, 2018

Martin Shenkman Contributor Forbes.com IRS regulation restricts contributions in lieu of state tax payment to avoid SALT restrictions, but options remain daring taxpayers living in high tax states that have […]

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Video: Trust Planning in the Current Environment-Part 2

December 21st, 2018

 Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq. -How has trust and related planning changed in the current planning environment? -When and how should grantor or non-grantor trusts be […]

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Video: Trust Planning in the Current Environment-Part 1

December 21st, 2018

 Speakers: Jonathan Blattmachr, Esq. and Martin M. Shenkman, Esq. -How has trust and related planning changed in the current planning environment? -When and how should grantor or non-grantor trusts be […]

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Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting

December 12th, 2018

Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range […]

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The Uber Version of Estate Planning for Seniors

December 10th, 2018

Reprinted from ABA – American Bar Association e-report by Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. October 2018 This article describes many ways seniors and those with health […]

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The Gumby Trust: Creating Flexibility

December 10th, 2018

Reprinted from Trusts & Estates Magazine by Louis S. Harrison, Kim Kamin & Martin Shenkman October 2018 Provides many creative ideas to make existing or new trusts and estate plans […]

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Trusts and Related Planning Post 2017 Tax Act

December 7th, 2018

Reprinted from Leimberg Information Services, Inc. by Jonathan G. Blattmachr and Martin M. Shenkman December 3, 2018 “In the wake of the Tax Cut Jobs Act of 2017 (‘Act’), the […]

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Free Webinar: INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States

November 14th, 2018

Date and Time of Webinar: Wednesday, November 14th at 3:00 p.m.   Description: Incomplete non-grantor trust (“ING” Trusts), called “DINGs” if in Delaware, “NINGs” If in Nevada, and so on, […]

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Martin Shenkman’s Day 2 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute

October 23rd, 2018

Reprinted from Leimberg Information Services, Inc. Oct 22, 2018 The 44th Annual Notre Dame Tax and Estate Planning Institute was held on October 11th 12th at the Century Center in […]

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Martin Shenkman’s Day 1 Notes from the 44th Annual Notre Dame Tax and Estate Planning Institute

October 16th, 2018

Reprinted from Leimberg Information Services, Inc. Oct 15, 2018 The 44th Annual Notre Dame Tax and Estate Planning Institute was held on October 11th 12th at the Century Center in […]

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