Shenkman Law
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Asset Protection Planning Continuum Basics for Estate Planning Professionals
February 21, 2017
Asset protection planning is appropriate for every client, not only the wealthy surgeon or....
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Collaboration of the Estate and Financial Planning Team
February 7, 2017
Collaboration between the members of the estate and financial planning team will provide b....
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Estate Tax Repeal Is Not a Temporary or Permanent Certainty – How to Plan Now
December 12, 2016
President-elect Trump has proposed repealing the estate and gift tax. The Republicans cont....
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Trump May Repeal Estate Tax: How to Plan (or Not) 2016
November 10, 2016
President Trump has proposed a repeal of the estate tax, and the possible enactment of a c....
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2704 Regs: GRAT Planning before the End of 2016-Practical Considerations
September 1, 2016
In late 2016 proposed regulations might have greatly reduced valuation discounts, one of t....
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Estate Tax Proposals: Clinton vs Trump 2016
July 19, 2016
In 2016 before the election each of the candidates proposed very different approaches to t....
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Estate and Financial Planning for Clients Living with Chronic Illness
March 26, 2015
Planning for someone diagnosed with chronic disease (Parkinson’s disease, multiple scler....
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Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More
March 26, 2015
This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
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New Estate Planning Opportunities for Estate Practitioners
March 26, 2015
This program explores a range of estate planning opportunities for estate practitioners.....
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Post-Mortem Planning-Post ATRA
July 23, 2013
Post-Mortem planning is the planning that is addressed after the taxpayer has died. There ....
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