Is Your Irrevocable Trust In Need Of A Facelift?
September 5th, 2022Originally posted on Forbes.com Do you know what is in your old Trust documents? Introduction Recently a financial adviser requested that I review an insurance trust for […]
Shenkman Law
Overlooked Issue In Many Estate Plans: Powers Of Appointment
September 5th, 2022Originally posted on Forbes.com Technical but Common and Important This is a bit complicated, but don’t dismiss this as it may very well affect your estate plan and the […]
Sarcoidosis: Estate And Related Planning
September 5th, 2022Originally posted on Forbes.com What is Sarcoidosis: Sarcoidosis (pronounced SAR-COY-DOE-SIS) is an inflammatory disease characterized by the formation of granulomas—tiny clumps of inflammatory cells—in one or more organs of […]
Free Webinar: Make More Money: Automating Drafting Estate Planning Documents
August 2nd, 2022Date and Time: August 9, 2022 4-5pm ET Register Here Course Description: You CAN automate drafting of estate planning in your practice. Regardless of the size or complexity of client matters […]
Shoemakers With Barefoot Children: What Estate Planners Need to Know About Their Own Planning
May 22nd, 2022Originally posted to Tax Management Estates, Gifts and Trusts Journal. Too many estate planning attorneys are simply living as the barefoot shoemaker. This article won’t introduce planning concepts that are […]
Human Aspects of Estate Planning
May 9th, 2022Too often estate planning focuses on technical nuances of complex tax matters, or intricate legal issues, drafting finesse and almost anything other than the human aspects of estate planning. These […]
Proposed Clawback Regs May Undermine Some Estate Planning
May 6th, 2022Originally published in wealthmanagement.com. Which tax-free transactions will trigger an estate tax if the taxpayer dies after the higher exemption amount sunsets? Recently issued proposed clawback regulations (Proposed Treasury […]
Free Webinar: Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
May 6th, 2022Date and Time: May 10th, 2022 4:00 pm ET Register Here Course Description: Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate […]
56th Annual Heckerling Institute Meeting Notes
April 27th, 2022This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2953. Attending the 56th Annual Heckerling Institute on Estate Planning was another virtual experience. While we […]
Revocable Inheritance Trust: Inexpensive Divorce Protection
April 20th, 2022Originally posted on Forbes.com Introduction So you’re married. You received a gift from Aunt Jane while she was alive. Your dad bequeathed you a generous sum of money on […]