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Martin M. Shenkman Esq. 100 posts 0 comments

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.

Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Hot Topics

Addictions and Impaired Clients: Estate and Related Planning Considerations

Martin M. Shenkman Esq. Jul 14, 2021
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant…
Hot Topics

Heckerling Review Webinar – 2021 Roundup Of The 55th Annual Heckerling Institute On Estate…

Martin M. Shenkman Esq. May 17, 2021
The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G.…
Hot Topics

Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Martin M. Shenkman Esq. May 10, 2021
Matrimonial Issues and Trust Planning: Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.
Hot Topics

Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents

Martin M. Shenkman Esq. May 5, 2021
Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice.
Hot Topics

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be…

Martin M. Shenkman Esq. Apr 26, 2021
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon death, subject to limited exceptions. It would be retroactive…
Hot Topics

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now

Martin M. Shenkman Esq. Apr 12, 2021
What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now. While it is impossible to forecast what tax and expenditure changes will…
Hot Topics

Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations

Martin M. Shenkman Esq. Apr 1, 2021
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the assets involved.
Hot Topics

GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for This and Future…

Martin M. Shenkman Esq. Jan 12, 2021
The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be…
Hot Topics

Post-Election Estate Planning: What to Do For Clients In November and December of 2020

Martin M. Shenkman Esq. Nov 19, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff…
Roundtable

What Should Estate Planners Do Now? An InterActive Legal Post-Election Video Roundtable Event

Martin M. Shenkman Esq. Nov 13, 2020
Election Day 2020 is now behind us. As of this writing, most election results are in, though opinions vary about when we will know the full makeup and distribution of power between the Executive and Legislative branches. Court…
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