June 26th, 2017
1. Discussion. In Powell, the Tax Court, in a reviewed decision, determined that the assets that had been transferred to a family limited partnership (“FLP”) were included in the decedent’s […]
June 21st, 2017
Date and Time: Wednesday, June 21, 2017 12 noon (ET). Speakers: Martin M. Shenkman, Esq., Jonathan G. Blattmachr, Esq., and Peter Fidler. Sponsor: Interactive Legal and Peak Trust Company. Course […]
May 23rd, 2017
Explanation: The following is a sample letter for a physician to provide to a patient/taxpayer to use as support for claiming a home medical improvement expense deduction. The illustration uses […]
May 17th, 2017
Date and Time: Thursday June 15, 2017, 4pm EST Speakers: Gideon Rothschild, Esq., Martin Shenkman, Esq. and Rebecca Provder, Esq. Course Description: Trusts are one of the most powerful tools […]
May 15th, 2017
By: Andrew T. Wolfe, Esq. and Martin M. Shenkman, Esq. Flexible SLATs Key Ingredient in Advisor’s Toolbox In the current environment of uncertainty, many married clients should consider […]
May 11th, 2017
Dear Colleague/Friend: Every spring and summer for the past seven years, my wife Patti and I, accompanied by our adorable therapy dog Elvis, spend 2+ months traveling the country in […]
May 10th, 2017
Date and Time: Thursday May 11, 2017 12:30 pm EST. Course Description: Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-technical, webinar for professionals to help […]
April 17th, 2017
“Assisted suicide.” While the phrase itself may evoke strong emotions on each side of the issue, it is important that everyone affected (whether because you or a loved one face […]
March 17th, 2017
Foreword The following remarks and comments were based in part on a review of a recent book The Life Insurance Policy Crisis by E. Randolph Whitelaw and Henry Montag, published […]
March 17th, 2017
The NJ estate tax exemption increased from $675,000 to $2M in 2017 and the tax is repealed in 2018. President Trump has proposed a repeal of the federal estate tax. […]