Shenkman Law
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Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
September 26, 2023
Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST tax....
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Revenue Ruling 2023-2 What It Means and What You Might Do?
September 8, 2023
Do assets in an irrevocable grantor trust that are not included in the settlor’s gross e....
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PANEL: The 49th Annual Notre Dame Tax & Estate Planning Institute: A Tasting Menu
September 7, 2023
The 49th Annual Notre Dame Tax & Estate Planning Institute will take place on Septembe....
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How Can My Trust Help My Kid Buy a House?
August 18, 2023
It is fairly common for a client to ask how an irrevocable trust might help a beneficiary ....
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Trusted Advisors and Mental Health Concerns: Making The Case For Change
August 14, 2023
Lawyers and financial advisors are in the top 11 group of professionals with the highest s....
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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....
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Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
June 30, 2023
Practitioners should inform clients with buy sell redemption agreements about the recent C....
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My mom just passed, what tax, legal and financial matters do I need to address?
June 19, 2023
Losing a loved one is difficult, but those challenges can be made more challenging by the ....
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Religion and Estate Planning
June 16, 2023
Many clients have strong religious beliefs, which should be reflected in their estate plan....
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Holistic View of Special Needs Planning: Conversation with Bernie Krooks
May 28, 2023
Special needs (and elder law) planning is vital to consider for most if not all clients. T....
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