Charitable Planning Tips
July 31st, 2016► Remainder Interest in Residence and Farms: Generally, a charitable deduction is not permitted for charitable gifts of less than a donor’s entire interest in property. IRC Sec. 170(a)(3). […]
Shenkman Law
Estate Tax Proposals: Clinton vs. Trump: What Actions to Take Now
July 17th, 2016Pre-Election Estate Tax Proposals – Why Care Are major estate tax law changes in the offing? Perhaps, but my Ouija board smoked when I asked the question. So baring […]
Uniform Trust Code – New Jersey’s New Law Affects All NJ Trusts
June 24th, 2016Introduction Approximately 30 states have enacted some version of the Uniform Trust Code (“UTC”). New Jersey enacted its version of the UTC on January 19, 2016 and it becomes effective […]
Basis Consistency Rules: New Proposed Regs Add to Complexity for Executors
March 22nd, 2016New Rules The process of determining the value of estate assets, and filing the required estate tax return, have been made even more complicated by law changes that […]
Pulmonary Hypertension: Estate and Financial Planning Considerations
February 25th, 2016Introduction I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary hypertension or “PH.” This article […]
Recent Massachusetts Trust Case Has Important Divorce Planning Lessons for All
January 3rd, 2016Not All Trusts Are Created Equal Trusts are ubiquitous in planning and one of the most common motivations for the use of trusts is to minimize the risks that […]
Catholic Considerations and Estate Planning
October 2nd, 2015Introduction to Catholic Considerations and Estate Planning Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of […]
Christian Estate Planning
September 13th, 2015By: Pastor Chris Edmondson and Martin M. Shenkman, Esq. What is Estate Planning? First, let’s define “estate planning” since it is commonly defined too narrowly. Estate planning […]
A Symphony of Collaboration is the Key
August 31st, 2015Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015, at http://www.financial-planning.com/news/technology/clements-to-beat-robos-stop-selling-fantasies-2694000-1.html?utm_medium=email&ET=financialplanning:e5051599:52149a:&utm_source=newsletter&utm_campaign=Aug%2031%202015-am_retirement_scan&st=email: “Many traditional advisors, of course, do far […]
Trust Friendly States: Great Choice but You Can’t Always Get What You Want
August 25th, 2015Introduction Most folks (and lawyers) tend to set up trusts in the state where they live and their lawyer practices. While this might seem logical, and it’s what has […]