Shenkman Law
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Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute
August 31, 2021
This will be a fast-paced review of a wide range of practical planning ideas including: Fr....
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Single Clients: Planning Considerations
July 28, 2021
Too often planning articles and conferences use a “Cleaver family” as the touchstone f....
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Addictions and Impaired Clients: Estate and Related Planning Considerations
July 15, 2021
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol....
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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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