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Wealth Planning

Estate Planning

Strategies, tools and tips for more effective estate planning.  

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Highlights
Marty Shenkman Susan Glazier
"Do Not Text Us"
Jan 22, 2019
Marty Shenkman and Susan Glazier discuss why texting with clients is not a great idea.
Marty Shenkman and Gideon Rothschild
Planning for Unmarried Clients
Jan 17, 2019
Marty Shenkman and Gideon Rothschild discuss how single individuals should take advantage of the estate tax exemptions.
Marty Shenkman and Gideon Rothschild
Planning for Married Couples
Jan 16, 2019
Marty Shenkman and Gideon Rothschild discuss how married couples should take advantage of estate tax exemptions.
Heckerling 2019
Talkin' Taxes at Heckerling
Jan 15, 2019
Northern Trust’s Suzanne Shier weighs in on tax issues for 2019 and beyond, straight from the conference floor.
Heckerling conference
Finding Basis
Jan 15, 2019
Locating it in places you don’t necessarily expect it to be.
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