Knowledge Base

Trust Jurisdiction Comparison Guide

Articles - 15 min

Alaska, Nevada, and Delaware share many of the same benefits for the creation and administration of modern trusts. The choice of one over the other ...

Trust Fundamentals

Estate Planning

Type of Trusts

Current Events

Webinars - 15 min

Estate Planning for the Muslim Client

Marriage and Family law Estate Planning Alternative Dispute Resolution Should an Attorney Address Religious Considerations? The Goal of Estate Planning...

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Webinars - 64 min

Estate Planning Roadmap 2019-2020

While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challeng...

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Articles - 15 min

Advantages of a Donor-Advised Fund as the Charitable Component of your Financial Strategy

For those who want to give back, one of the first decisions that must be made is to determine what philanthropic tools are best suited for one’s individual charitable goals and financial circumstances. One ph...

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Presentations, Webinars - 1 hr 7 min

Catholic Estate Planning

Watch the video below on Catholic Estate Planning. we make clear why it is important for estate planners to be mindful of how Catholic religious imperatives and views affect financial and estate planning. View ...

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Webinars - 65 min

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust...

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Presentations, Webinars - 64 min

Christian Estate and Financial Planning

Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious ...

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Webinars - 90 min

Current Developments Jan-Apr 2019, New Ideas and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a bl...

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Articles - 15 min

Legacy Planning: It’s more than the money

When families think about estate planning, they usually focus on how to transfer financial assets, such as money, property, art, and other material assets. However, there is a critical element missing. When thi...

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Webinars - 66 min

Building Your Estate Planning Practice- Marketing Services to Clients Not Paying Estate Tax

Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the 'fee-only' financial planning profession over the last 40 years as a practice o...

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