Shenkman Law
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Administration of Irrevocable Trusts: Practical Tips for Practitioners
March 10, 2022
How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist cli....
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Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning
February 24, 2022
Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorab....
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GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
January 30, 2022
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annui....
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Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right
December 1, 2021
A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127....
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Legislative Proposals and Year End Tax Planning for 2021
November 16, 2021
Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van....
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Deeper Dive- House Estate Tax Proposal Requires Immediate Action
September 30, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package, ....
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2021 Tax Reform- House Ways & Means Committee Draft Legislation
September 24, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package t....
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Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute
August 31, 2021
This will be a fast-paced review of a wide range of practical planning ideas including: Fr....
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Single Clients: Planning Considerations
July 28, 2021
Too often planning articles and conferences use a “Cleaver family” as the touchstone f....
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Addictions and Impaired Clients: Estate and Related Planning Considerations
July 15, 2021
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol....
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