Shenkman Law
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Overview of Charitable Giving Techniques
March 17, 2024
Charitable giving is a vital component of many estate, tax, financial and related plans. T....
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SLATs Tailored to Serve Clients Worth $1-10M
March 5, 2024
The use of Spousal Lifetime Access Trusts (SLATs) is a common planning tool for the wealth....
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Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues
March 4, 2024
How many clients do you have living with chronic illness or neurological conditions? How m....
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Heckerling Institute on Estate Planning
January 27, 2024
The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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Corporate Transparency Act: Deeper Dive
January 5, 2024
There have already been many webinars discussing the Corporate Transparency Act (“CTA”....
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It’s 2024, What Planning Should I Think About Now?
December 23, 2023
New Year’s is commonly coupled with making New Year's resolutions. Just as we and our cl....
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Corporate Transparency Act: A Discussion of What is Coming and How to Address It
December 17, 2023
This webinar will provide a practical informal discussion of the Corporate Transparency Ac....
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How should I plan charitable gifts 1) as we approach year-end? 2) Through my estate plan?
December 3, 2023
My client is charitably inclined. How should I be advising her as we approach the year-e....
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Are you Prepared for the Corporate Transparency Act?
November 21, 2023
This course will review the highlights, requirements, and framework to understand and addr....
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I have a family business, but only one of my children is active in the business. How can we handle that?
October 20, 2023
Many clients own family businesses. Succession and estate planning for those businesses ca....
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