Shenkman Law
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Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan
September 14, 2020
Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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Estate Planning Steps to Take Now: Main EPC and American Cancer Society
August 14, 2020
The time is right for aggressive estate planning because if there is a shift in power in W....
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Charitable Remainder Trusts (CRTs): The Basics and Beyond
July 29, 2020
Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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Valuations and Estate Planning: Impact of Covid
July 1, 2020
What are the valuation implications of the current economic environment brought about by t....
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Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts
June 29, 2020
Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene....
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PANEL Valuations and Estate Planning: Impact of Covid
June 25, 2020
What are the valuation implications of the current economic environment brought about by t....
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Estate Planning Before the 2020 Election
June 18, 2020
Planning before the 2020 election is critical. What should advisers be telling clients to ....
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SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
June 9, 2020
Course Description: The Secure Act changed how many clients should plan for and name ....
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SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients
June 3, 2020
Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide trem....
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Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!
May 15, 2020
Course Description: Working remotely has challenges and as we have all spent more than a m....
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