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Services | Shenkman Law

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Press & Awards. Wills & Powers of Attorney. We provide a range of comprehensive legal solutions, including estate planning and administration, later-life or longevity planning, corporate planning for close businesses, succession and asset protection planning, and more. The following case studies are representative of our services. Wills and Powers of Attorney. We believe that trusts should always take a holistic view of a client’s unique circumstances. We work with our clients to establish trusts tai...

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EsperanzaEnterprises - Chronic Ilness Estate Plan

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Series of Consumer and Professional Webinars To Help Those Dealing with Chronic Illness and Disability Scheduled To Support Estate Planning Awareness Week - October 17-21 2011. PARAMUS, N.J., Oct. 6, 2011 /PRNewswire/ - In support of Estate Planning Awareness Week, chronic illness webinars will be presented by Martin M. Shenkman, CPA, MBA, PFS, AEP, JD with. October 17 - 23, 2011. Has been designated National Estate Planning Awareness Week. Chronic Illness Webinars During Estate Planning Awareness Week.

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Gifts under Powers of Attorney | Shenkman Law

http://shenkmanlaw.com/blog/2015/08/13/gifts-under-powers-of-attorney

Press & Awards. Gifts under Powers of Attorney. How Some States View Gifts under Powers of Attorney. Unless a power of attorney document expressly addresses gifts, the agent’s right to make gifts is not likely to be inferred or assumed. This is because the authority to make gifts is a hot power that the law takes a cautionary view of. 46:2B-8.13a. Gratuitous transfer of property to attorney-in-fact not authorized:. And Bronston v. Commissioner. Estate of Bronston v. Commissioner. The Bronston court (alon...

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Termination of an Insurance Trust the Client no Longer Wants – What Considerations, Steps, and Tax Implications? | Shenkman Law

http://shenkmanlaw.com/blog/2015/07/30/termination-of-an-insurance-trust-the-client-no-longer-wants-what-considerations-steps-and-tax-implications

Press & Awards. Termination of an Insurance Trust the Client no Longer Wants What Considerations, Steps, and Tax Implications? I don’t need life insurance because of the high estate tax exemption so I cancelled my policies and distributed the cash in my trust to my spouse. For some clients having a conservative insurance product included in their overall investment plan may provide ballast to an otherwise risky overall investment strategy. Maintain the life insurance in force to pay for state estate taxes.

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Safe Powers of Attorney | Shenkman Law

http://shenkmanlaw.com/blog/2015/07/22/safe-powers-of-attorney

Press & Awards. Safe Powers of Attorney. Many of the comments below were drawn from a presentation at the AICPA Advanced Estate Planning Conference chaired by Robert S. Keebler, CPA in Salt Lake City, Utah on July 21, 2015 from a session entitled Estate and Financial Planning for Chronic Illness. Elder financial abuse is rampant and growing. The abuse is often committed by family not strangers:. What Can be Done To Minimize the Risk of Abuse. Revocable Trusts are a Better Solution. A monitor can be appoi...

esperanzaenterprises.org

EsperanzaEnterprises - Multiple Sclerosis ~ Planning

http://www.esperanzaenterprises.org/Multiple-Sclerosis---Planning.html

Estate And Financial Planning For People Living With Multiple Sclerosis. People living with multiple sclerosis can have estate and financial plans that are customized for their illness. This was not always the case. When Patti was diagnosed with MS in 2006, her life changed. But her estate and financial plans did not reflect these changes. In fact, when Patti’s husband, Martin, searched for ways to customize Patti’s estate and financial plans, he found none. So, he created them. Marty will present this w...

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Frank Hirsch Subelsky Freedman PC - Links

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There are many great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page. Check IRS Refund Status. Track your tax return through the IRS website. Money Magazine offers an online edition that is a great resource for financial information. High-tech ...

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Newsletter | Shenkman Law

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Press & Awards. Sign up for the Newsletter. The Practical Planner is a bi-monthly electronic (or if you prefer, paper) newsletter that provides practical and creative ideas to address estate, tax, business, personal, financial, and asset protection planning. Articles address current developments, new planning ideas, and topics the media may not have addressed. Recent Developments: Watch Formalities, Executor Liability, Marital Residence, LLC Tax Basis. Checklist: Probate Planning Tips. Lead Article Title...

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Blog | Shenkman Law

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Press & Awards. Wills & Powers of Attorney. Unitrusts To the Rescue. June 24th, 2014. Sometimes it can be incredibly useful to have another arrow in your planning quiver. Consider the following: A trust is set up to provide for your surviving spouse, your third [.]. Proposed 2704 Regulations: Commercially Reasonable Restriction Exclusion What Might it Mean? August 29th, 2016. Sample Letter Advisers Can Send Clients about 2704 Planning for 2016 Year End. August 27th, 2016. August 16th, 2016. Remainder Int...