Shenkman Law
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3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
November 14, 2022
This presentation will discuss three possible approaches that estate planning professional....
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Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents
November 14, 2022
Find out how YOU can identify common and potentially valuable estate planning opportunitie....
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Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More
September 22, 2022
Asset protection planning remains vital for many if not most clients. For the past few yea....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts
September 16, 2022
Trusts are subject to compressed tax rates reaching the maximum income tax brackets at onl....
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Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance
September 14, 2022
Are you and your practice properly and sufficiently protected from the growing epidemic of....
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New Proposed Regulations: Anti Clawback Rule Exception
May 19, 2022
On April 27, 2022, the IRS released proposed regulations that follow up on the initial “....
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Heckerling Review 2022 Handout
May 15, 2022
The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and le....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts
May 15, 2022
Many trusts are “grantor trusts” for income tax purposes during the trust creator’s ....
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Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
May 11, 2022
Estate planning for clients who have blended or stepfamilies often presents significant an....
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Human Aspects of Estate Planning
April 14, 2022
What should clients and practitioners do to be certain that vital personal goals and objec....
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