Error loading player: No playable sources found
Divorce Planning: What to Tell Every Client Who Wants to Protect a Child from Divorce
Date
April 29, 2012
B
Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
Attorney, CPA, Shenkman Law
Specialties
Related Products
Complexities of Administering Trusts from a CPAs Perspective
Once the trust is created and funded, helping assure that the client comply with the formalities of the trust (which often includes entities) are all adhered to, is critical. Improper administration of the trust will undermine the tax and asset protection benefits intended…
Creative Ways of Using SLATs and Other Ways of Using the Exemption
The estate tax exemption is scheduled to be cut by half in 2026. For married couples spousal lifetime access trusts (“SLATs”) are the go-to tool…
Estate Planning for the .1%
TO BE TOP .1% IN 2023, A HOUSEHOLD NEEDED A NET WORTH OF $61,827,166. HOW DOES PLANNING FOR THOSE WITH $62M AND ABOVE DIFFER FROM CLIENTS WITH LESSER WEALTH? THE RECIPROCAL TRUST DOCTRINE, DAPTS, HYBRID-DAPTS, OR SPAT SHOULD NOT BE NECESSARY…
Asset Protection with Trusts
Many clients and many CPAs themselves should be using asset protection trusts in their planning. We live in an incredibly litigious society so this type of planning is appropriate for a wide swath of clients not only surgeons…
