ANNUITIES: The Advisor's ConundrumWhen you come to a fork in the road, take it. - Yogi BerraBy: David F. Sterling, JDEditor's Note: This is the first in...
Estate Planning +Taxation: July 2011 Archives
PREMARITAL AGREEMENTS: Validity Is Not Enough By: Linda J. Ravdin of Pasternak & Fidis A premarital agreement is a contract between two persons who intend to marry that determines their financial rights at the end of the marriage by death or...
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I DIG IT DivorceBy: Martin M. Shenkman, CPA, MBA, JDIntroductionIDIGT (pronounced: "I dig it") is another wonderful tax acronym for an Intentionally Defective Irrevocable Grantor Trust. Selling assets to an irrevocable trust has become the fav leisure activity of the...
Ode to the Trust - 1st SonataBy: Martin M. Shenkman, CPA, MBA, JDEditor's Note: This is the first in a two-part article by Mr. Shenkman on the management of trusts. The second part will be published in one week.Summary: So...