Shenkman Law
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Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election
November 10, 2020
Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for....
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GRATs – How To Use and Structure GRATs in Late 2020
October 26, 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in a....
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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
October 1, 2020
Practitioners have had to reimagine their firms with remote work environments, and soon a ....
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CRTs: Planning Options for Clients with Existing CRTs
September 22, 2020
Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
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Life Insurance – Practical Planning Ideas for Late 2020
September 18, 2020
This webinar will discuss practical life insurance planning ideas for the last part of 202....
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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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