Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2598 Date: 06-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 2 Notes from the 43rd Annual Notre Dame […]
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2597 Date: 02-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 1 Notes from the 43rd Annual Notre Dame […]
By Martin M. Shenkman, Esq. and Joy Matak, JD, LLM Introduction Since the election of Donald J. Trump as President, there has been intense buzz among estate tax planning […]
By: Martin M. Shenkman, Esq., Bernard A. Krooks, Esq., and Jonathan G. Blattmachr, Esq. Introduction One of the authors just received a call to assist those helping one of the […]
By: Martin M. Shenkman, Esq. and Alan Gassman, Esq. The authors thank Steven J. Oshins, Esq. for his thoughtful comments and guidance in this area. This article was originally published […]
By: Martin S. Shenkman and Sandra D. Glazier[1] This article was originally published in Leimberg Information Services, Inc. (LISI). In 1786 Robert Burns wrote his insightful poem commonly referred […]
Introduction A New Jersey case evaluated the performance of a court appointed guardian for an incompetent ward.[1] The case highlights the fact sensitive, “he said/she said” nature of the performance […]
reprinted with permission from wealthmanagement.com http://www.wealthmanagement.com/estate-planning/having-tough-client-conversations-about-health-issues Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without an […]
Free Consumer Webinar: Consumer: Estate Planning Basics (for People Not Subject to Estate Tax) Course Description: This is a CONSUMER level course on basic estate planning. This course will help […]
1. Discussion. a. Portability was supposed to simplify the estate tax system. Prior to portability, if one spouse died, to secure that deceased spouse’s exemption required affirmative planning in most […]