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Send Client Letter About Self-Settled DAPTs Post Wacker

April 11th, 2018

Sample language to use. Martin M. Shenkman , Alan Gassman | Apr 04, 2018 Some have interpreted the recent Alaska decision in Toni 1 Trust v. Wacker, 2018 WL 1125033 (Alaska, Mar. 2, 2018) as a death knell to […]

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Toni 1 Trust v. Wacker – Reports of the Death of DAPTs for Non-DAPT Residents Is Exaggerated

March 22nd, 2018

Steve Leimberg’s Asset Protection Planning Email Newsletter Archive Message #362 Date:19-Mar-18 Subject: Jonathan Blattmachr, Matthew Blattmachr, Martin Shenkman & Alan Gassman on Toni 1 Trust v. Wacker – Reports of […]

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Using Multiple Entities to Reduce Income Taxes for Families Owning Personal Service Corporations Under Section 199A and Unique Concerns

March 14th, 2018

 Steve Leimberg’s Income Tax Planning Email Newsletter Archive Message #136 Date:12-Mar-18 Subject: Alan Gassman, Martin Shenkman, Jonathan Blattmachr & Brandon Ketron – Using Multiple Entities to Reduce Income Taxes for […]

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Summary of Selected Considerations After the 2017 Tax Act

March 7th, 2018

Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2628 Date: 20-Feb-18 Subject: Martin Shenkman & Jonathan Blattmachr – Summary of Selected Considerations After the 2017 Tax Act *Recently Published on […]

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Heckerling Institute on Estate Planning 2018- Notes from Thursday, January 25th and Friday, January 26th

February 13th, 2018

These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2623. They can be viewed here.

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Heckerling Institute on Estate Planning 2018- Notes from Wednesday, January 24th

February 13th, 2018

These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2621. They can be viewed here.

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Heckerling Institute on Estate Planning 2018- Notes from Tuesday, January 23rd

February 13th, 2018

These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2620. They can be viewed here.

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Heckerling Institute on Estate Planning 2018- Notes from Monday, January 22nd

February 13th, 2018

These notes were originally published in Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2618. They can be viewed here.

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Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

December 22nd, 2017

  Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas By Martin M. Shenkman, Esq. Jonathan G. Blattmachr, Esq., and Joy Matak, JD, LLM   Previously […]

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43rd Annual Notre Dame Tax and Estate Planning Institute Day 2 Notes

November 10th, 2017

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 […]

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