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  • Thomas A. Tietz

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Thomas A. Tietz 3 posts 0 comments

Thomas A. Tietz is an associate with Martin. M. Shenkman, P.C. concentrating on estate and tax planning, planning for closely held business, and estate administration, working with clients to understanding their needs based upon their family makeup, financial situation, wishes and implementing their planning. Mr. Tietz is experienced in assisting clients with the implementation of all facets of an estate plan, including the preparation of core documents such as the Last Will and Testament, Revocable Living Trust, Health Care Proxy or Durable Power of Attorney, to the more advanced techniques of an Spousal Lifetime Access Trust, Grantor Retained Annuity Trust, self-settled Trusts, and the implementation of asset transfers to those trusts.

Mini Webinars

Grantor Trust Planning Tool (Might Change)

Thomas A. Tietz Nov 24, 2022
This video clip discusses possible changes to Grantor Trust Planning.
Hot Topics

Administration of Irrevocable Trusts: Practical Tips for Practitioners

Thomas A. Tietz Mar 9, 2022
How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts?  What preliminary steps might be helpful to take to guide clients on proper trust…
Blog

How I am Changing My Practice, Client Meetings, Client Planning, and More to Address Coronavirus

Thomas A. Tietz Jun 11, 2020
We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planning professionals, as well as their families, finances, and our country, will continue for some…
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Profile
  • [ils-saas-sso-login-default]
  • Home
  • Solutions
    • Wealth Transfer Planning
    • Elder Law Planning
    • Essential Estate Planning
    • Retirement Benefits Planning
    • Firearms Trust Planning
    • Law School Program
    • Educational Resources
    • Testimonials
  • CTA Resources
  • Academy
    • Estate Planning – Tax
    • Estate Planning – Basics
    • Faculty
    • CLE Approved
    • Tuition
    • FAQs
    • Attorney Reviews
    • Contact Us
  • Blog
  • Webinars
    • Hot Topics
    • All Access Pass
    • Roundtable
    • Drafting
    • On-Demand
  • Upcoming Events
  • Resources
    • Discussion Forum
    • Practitioner Referral Network
    • Legal Knowledgebase
    • Practice Development
    • Alliance Partners
    • Software Integrations
    • Legal Visionaries Podcast
    • Subscriber Alliance Badges
    • Referral Rewards
  • Support
  • Our Team
    • Special Advisors
    • Advisory Board
    • Press Releases
    • Careers
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