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Estate-Planning Considerations for Financial Advisors

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Sandra glazierJamesi doughertyMartinm shenkmanFinancial advisorsCorporate transparency

Ask the Experts: Estate Planning Q&A for Financial Advisors

Tuesday, April 18, 2023 | 11:00 AM ET

Dungey doughertySusan lippJamesi doughertyMartinm shenkman

Bloomberg Tax Announces 2022 Recipients of Outstanding Author Awards for Estates, Gifts, and Trusts

/PRNewswire/ Bloomberg Tax & Accounting today announced its 2022 honorees for outstanding authorship in estates, gifts, and trusts and the recipient of the.

United statesNew yorkFort leeNew jerseyNew york universityUniversity of miamiFlorida international universityJonathang blattmachrMichelle grahamDorot besimonGoldstein breitstoneMartinm shenkmanAlan gassmanJerry heschLisa fitzpatrickJonathan blattmachr

NAEPC Presents Martin M Shenkman with Lifetime Service Award

Martin Shenkman's acceptance speech highlighted importance of multi-disciplinary collaboration and diversity.

Martinm shenkmanYou to many councilsHartman axley lifetime service awardNational association of estate planners councilsFort lauderdaleNational associationEstate plannersHartman axley lifetime serviceEastern orthodoxLatter day saints

On the Cover: | Wealth Management

Legal editor Anna Sulkin discusses this month's cover.

New yorkUnited statesLos angelesJosh smithAmanda koplinMartinm shenkmanKarenm davilaLawyer mental health issues in your practiceAlex israelPhillips new now york auctionReena spaulings fine artNew york based smithLawyer mental health issues

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