Shenkman Law
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Legislative Proposals and Year End Tax Planning for 2021
November 16, 2021
Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van....
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Deeper Dive- House Estate Tax Proposal Requires Immediate Action
September 30, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package, ....
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2021 Tax Reform- House Ways & Means Committee Draft Legislation
September 24, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package t....
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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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