Shenkman Law
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Heckerling Review 2022 Handout
May 15, 2022
The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and le....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts
May 15, 2022
Many trusts are “grantor trusts” for income tax purposes during the trust creator’s ....
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Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
May 11, 2022
Estate planning for clients who have blended or stepfamilies often presents significant an....
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Human Aspects of Estate Planning
April 14, 2022
What should clients and practitioners do to be certain that vital personal goals and objec....
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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....
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Administration of Irrevocable Trusts: Practical Tips for Practitioners
March 10, 2022
How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist cli....
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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....
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GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
January 30, 2022
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annui....
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Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right
December 1, 2021
A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127....
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Legislative Proposals and Year End Tax Planning for 2021
November 16, 2021
Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van....
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