Shenkman Law
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I’m buying life insurance, do I really need a trust and if so what kind?
August 9, 2023
A client is buying life insurance, do they really need to set up an irrevocable life insur....
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Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case
June 30, 2023
Practitioners should inform clients with buy sell redemption agreements about the recent C....
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My mom just passed, what tax, legal and financial matters do I need to address?
June 19, 2023
Losing a loved one is difficult, but those challenges can be made more challenging by the ....
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Religion and Estate Planning
June 16, 2023
Many clients have strong religious beliefs, which should be reflected in their estate plan....
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Holistic View of Special Needs Planning: Conversation with Bernie Krooks
May 28, 2023
Special needs (and elder law) planning is vital to consider for most if not all clients. T....
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Gift tax returns are simple, why are you saying it will be so involved?
May 19, 2023
Clients view gift tax returns as pretty simple projects and don’t understand the cost, c....
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Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)
May 14, 2023
The Corporate Transparency Act (CTA) will require privately held entities to report detail....
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Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?
April 24, 2023
President Biden recently issued his budget on March 9, 2023, the “General Explanations o....
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Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine
April 13, 2023
There have been several recent important decisions out of the United States Tax Court, Lev....
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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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