Shenkman Law
-
CRTs: Planning Options for Clients with Existing CRTs
September 22, 2020
Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
View Webinar » -
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....
View Webinar » -
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....
View Webinar » -
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....
View Webinar » -
Charitable Remainder Trusts (CRTs): The Basics and Beyond
July 29, 2020
Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
View Webinar » -
Valuations and Estate Planning: Impact of Covid
July 1, 2020
What are the valuation implications of the current economic environment brought about by t....
View Webinar » -
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....
View Webinar » -
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....
View Webinar » -
Estate Planning Before the 2020 Election
June 18, 2020
Planning before the 2020 election is critical. What should advisers be telling clients to ....
View Webinar » -
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 ....
View Webinar »