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Martin M. Shenkman
The beauty of trusts for real estate investing clients
For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.
The new dynamics of charitable giving
Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.
Estate planning when tax laws are uncertain
There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.
Help clients avoid disaster when naming financial surrogates
Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.
Read my lips: This election may have tax implications for clients
Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.
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