Shenkman Law
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Gift tax returns are simple, why are you saying it will be so involved?
May 19, 2023
Clients view gift tax returns as pretty simple projects and don’t understand the cost, c....
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Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)
May 14, 2023
The Corporate Transparency Act (CTA) will require privately held entities to report detail....
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Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?
April 24, 2023
President Biden recently issued his budget on March 9, 2023, the “General Explanations o....
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Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine
April 13, 2023
There have been several recent important decisions out of the United States Tax Court, Lev....
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Engagement Letters For Estate Planners: Starting Off on the Right Foot
April 3, 2023
Retainer agreements (engagement letters) are critical to establish and document the unders....
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Back Door SLATs – Issues When Grantor Becomes Beneficiary or Appointee of SLAT
March 28, 2023
Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients....
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Serving an Aging Clientele – Medicaid and Other Planning
March 13, 2023
This 75-minute practical webinar will cover topics critical to practitioners serving our a....
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Moved to FL, Home in FL, or Snowbird: Planning You Should Know
March 1, 2023
If you have moved, or are considering moving to Florida, have or are buying a second home ....
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Fiduciary Accounting: What You Need to Know
February 22, 2023
Acting as a fiduciary (trustee, executor, etc.) isn’t easy. A fiduciary owes many duties....
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I have a grantor trust and am tired of paying the income tax on trust income. What can I do?
February 20, 2023
Course Description: Every practitioner in every discipline has heard this complaint abo....
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