Martin Shenkman and Jonathan Blattmachr discuss the history of and thought-process behind creating self-settled DAPTs for clients.
IRS deems disclaimer of trust interest not subject to gift tax.
Will it help or hinder them?
Martin Shenkman and Jonathan Blattmachr discuss whether clients should convert their IRAs to Roth IRAs.
Encourage clients to plan before the 2026 sunset of increased exemptions.
This bizarre family feud somehow finds a way to turn even uglier.
What happens when multiple businesses are conducted under a single entity?
How to break or at least bend them.
