Shenkman Law
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Ensuring Client Legacy by Rethinking the Estate Planning
May 1, 2024
Estate planning and wealth management have evolved over the years, and advisors must adjus....
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Defensive Estate Planning Practices: Practical Strategies
April 20, 2024
Defensive practice is critical for all estate planners. The risk profile of the discipline....
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NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust
April 5, 2024
Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable a....
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Planning with SLATs and SLANTs Ahead of TCJA Sunset
March 29, 2024
The end of 2025 will result in the gift, estate and GST tax exemption being reduced by hal....
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Overview of Charitable Giving Techniques
March 17, 2024
Charitable giving is a vital component of many estate, tax, financial and related plans. T....
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SLATs Tailored to Serve Clients Worth $1-10M
March 5, 2024
The use of Spousal Lifetime Access Trusts (SLATs) is a common planning tool for the wealth....
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Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues
March 4, 2024
How many clients do you have living with chronic illness or neurological conditions? How m....
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Heckerling Institute on Estate Planning
January 27, 2024
The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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Corporate Transparency Act: Deeper Dive
January 5, 2024
There have already been many webinars discussing the Corporate Transparency Act (“CTA”....
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It’s 2024, What Planning Should I Think About Now?
December 23, 2023
New Year’s is commonly coupled with making New Year's resolutions. Just as we and our cl....
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