Shenkman Law
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What Fiduciaries Need to Know About Active Management of Life Insurance Trusts (AMLITs)
May 17, 2024
Fiduciaries are concerned with life insurance planning because of the conflicts of interes.... View Webinar » -
I’m buying life insurance, do I really need a trust and if so what kind?
August 9, 2023
A client is buying life insurance, do they really need to set up an irrevocable life insur.... View Webinar » -
3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
November 14, 2022
This presentation will discuss three possible approaches that estate planning professional.... View Webinar » -
Split-Dollar Life Insurance Planning After the Levine Case
April 5, 2022
A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what som.... View Webinar » -
Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning
February 24, 2022
Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorab.... View Webinar » -
Life Insurance Planning Opportunities in Early 2020
January 23, 2020
How do the new fiduciary rules impact your life insurance recommendations (and discussions.... View Webinar » -
Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More
August 10, 2018
Speakers: Lee Slavutin, Richard Harris and Martin Shenkman Course Description: Life ins.... View Webinar » -
Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
December 28, 2017
Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and .... View Webinar » -
Trust Owned Life Insurance (TOLI)
November 17, 2017
Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f.... View Webinar » -
Planning Using The Multi-Purpose Irrevocable Life Insurance Trust
Life insurance is a flexible and powerful financial and estate planning tool. When life in.... View Webinar »