Shenkman Law
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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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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute
February 5, 2023
Speakers: Jonathan Blattmachr, Esq., Abigail O’Connor, Esq., Martin M. Shenkman, Esq. ....
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Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
January 31, 2023
Course Description: This webinar will discuss why all advisers should think about decan....
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Year End Estate Planning
December 23, 2022
Course Description: Year-end tax planning 2022 is different from prior years. Practitione....
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Year-End Estate and Tax Planning 2022
December 12, 2022
2022 is quickly coming to a close and there are still valuable tax and estate planning opp....
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