Shenkman Law
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NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)
June 24, 2021
This program is designed for financial planning practitioners and will address how adviser....
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Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners
April 29, 2021
Using a separate/special revocable trust to preserve the separate property characterizatio....
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The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!
April 27, 2021
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause ....
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Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year
April 22, 2021
How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr....
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Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look
April 6, 2021
Democratic Estate Tax Proposals could dramatically alter estate and related planning. Clie....
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Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations
April 1, 2021
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, veh....
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2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth
February 25, 2021
We’ve now had some time to reflect on the results of the GA runoff election and see the ....
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GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years
January 12, 2021
The tax world is likely to change (yet again!) and if so, that will have far-reaching econ....
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Post-Election Estate Planning What to Do For Clients In November and December of 2020
November 23, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former V....
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Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election
November 10, 2020
Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for....
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