Shenkman Law
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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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GRATs – How To Use and Structure GRATs in Late 2020
October 26, 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in a....
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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
October 1, 2020
Practitioners have had to reimagine their firms with remote work environments, and soon a ....
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CRTs: Planning Options for Clients with Existing CRTs
September 22, 2020
Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
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Life Insurance – Practical Planning Ideas for Late 2020
September 18, 2020
This webinar will discuss practical life insurance planning ideas for the last part of 202....
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Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan
September 14, 2020
Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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Estate Planning Steps to Take Now: Main EPC and American Cancer Society
August 14, 2020
The time is right for aggressive estate planning because if there is a shift in power in W....
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Charitable Remainder Trusts (CRTs): The Basics and Beyond
July 29, 2020
Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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