Shenkman Law

Client PortalClient Login
  • Services
  • The Firm
  • Blog
  • Newsletter
  • Press & Awards
  • Resources
  • Webinars
  • Podcasts
  • Contact

Topics

  • Estate Planning
  • Estate Administration
  • Wills & Powers of Attorney
  • Trusts
  • Tax Planning
  • Close Businesses
  • Succession Planning
  • Asset Protection
  • Plan Implementation

Immediate Actions Needed for Transparency Act Planning

January 5th, 2024

This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #283.   The Corporate Transparency Act (“CTA”) is scheduled to be effective January 1, 2024, and there are important […]

View Blog Post »

Corporate Transparency Act November 8th Regulations

January 5th, 2024

This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #282.   On November 8th, the Treasury Department dashed the hopes of a great many professionals who have wished […]

View Blog Post »

Corporate Transparency Act: Implications to Estate Planning

January 5th, 2024

This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #280.   The Corporate Transparency Act (“CTA”) is a new federal law that will impact the owners, principles and other […]

View Blog Post »

Proposed Billionaire ($100 Million) Tax: Is It Just The First Step?

December 28th, 2023

Originally posted on Forbes.com   Introduction   Senator Wyden has proposed new taxes to tap the very rich. One goal is to stop a common tax plan (some call it […]

View Blog Post »

Act Before Year End: Corporate Transparency Act is Coming!

November 20th, 2023

Originally posted on Forbes.com   Immediate Action Advisable   The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and unexpected ways. Since the […]

View Blog Post »

Your Estate Plan Must Be Coordinated To Work

November 6th, 2023

Originally posted on Forbes.com   Coordination is Critical and Often Ignored   Everyone understands the need for certain critical estate planning documents such as a will (and perhaps a revocable […]

View Blog Post »

Free Webinar: Estate Planning, Technology and Ethical Issues

September 28th, 2023

Date and Time: Thursday, October 12, 2023 4-5:30 pm ET Register Here   Course Description: Identity theft, phishing, QR-phishing, voice mail/phone scamming, social engineering (calls and actions to convince employees […]

View Blog Post »

Trust’s Incorrect Tax Form Forfeited Large Tax Refund Claim: A Lesson For Trustees

September 15th, 2023

Originally posted on Forbes.com   Lesson To Learn   So the moral of this tax tale is that you have to be careful about making sure you file the right […]

View Blog Post »

Free Webinar: Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

September 12th, 2023

Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here   Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]

View Blog Post »

Living Together But Unmarried: Can A Special Trust Protect You?

September 7th, 2023

Originally posted on Forbes.com   Living Together But Unmarried: Can A Special Trust Protect You?   Lots of people live together outside of marriage. And as marriage rates have declined, […]

View Blog Post »
See Archives » « Newer Entries
© 2025 Shenkman Law
  • Services
  • The Firm
  • Blog
  • Press & Awards
  • Resources
  • Contact
  • Privacy Policy
  • Site Map
  • Code of Ethics
  • ADV 2A Firm Brochure
  • Chronic Illness
  • LawEasy