Martin Shenkman

Martin Shenkman

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Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.
Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.
Planners need to understand some of the functions that might be included in a modern trust.
Planners should know about swap powers to help clients realize their tax and asset-protection benefits.
While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for.
With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.
Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.
Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.
Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.
Wealthy families' tangled needs can create a mess of inconsistencies and other problems.
Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
Higher capital gains and portability call for new strategies for trust assets.
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Feb 10-12, 2016
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