Martin Shenkman
Recent Stories From This Author
Trust, But Verify
February 1, 2012 Not all trusts are created equal, especially when it comes to protection in a divorce.
Outcome Pending
November 1, 2011 Although tax laws are more uncertain than ever, waiting to make estate planning moves could be costly.
Star Power
October 1, 2011 Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.
Come Together
September 1, 2011 Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and...
Conversation Starter
August 1, 2011 Four advisors share tips on how to get clients talking about estate planning.
After Death Do We Plan
July 1, 2011 A new chapter of estate planning begins after a client passes on.
Filed Away
June 1, 2011 Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.
Caring for Your Client
May 1, 2011 Adding a care manager to your estate planning team can benefit both you and your client.
The Season of Giving
April 1, 2011 The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.
Back From the Future
March 1, 2011 Take a fresh look at your clients' life insurance planning to see if changes are necessary in light of the 2010 Tax Act.
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