Shenkman Law
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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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Valuations and Estate Planning: Impact of Covid
July 1, 2020
What are the valuation implications of the current economic environment brought about by t....
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Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts
June 29, 2020
Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene....
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PANEL Valuations and Estate Planning: Impact of Covid
June 25, 2020
What are the valuation implications of the current economic environment brought about by t....
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Estate Planning Before the 2020 Election
June 18, 2020
Planning before the 2020 election is critical. What should advisers be telling clients to ....
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SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
June 9, 2020
Course Description: The Secure Act changed how many clients should plan for and name ....
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SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients
June 3, 2020
Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide trem....
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Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!
May 15, 2020
Course Description: Working remotely has challenges and as we have all spent more than a m....
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Core Estate Planning Documents During COVID
April 28, 2020
Every practitioner is familiar with the common or “core” estate planning documents: po....
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Tech, Remote Work and More: What Estate Planners Need to Know Now
April 27, 2020
How to work remotely – lots of practical tips from estate planners (with different views....
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