Martin M. Shenkman
Martin M. Shenkman, CPA, PFS, JD, is a Financial Planning contributing writer and an estate planner in Fort Lee, New Jersey. He is founder of Shenkman Law. Follow him on Twitter at @martinshenkman
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Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.July 5 -
Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.April 3
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Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.February 14
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The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.January 3
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Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.October 26
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Advisors must be prepared with tax and planning strategies to help when clients fall ill.August 30
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For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.May 30
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Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.April 11
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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.March 2
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Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.December 15
