Shows
Jonathan On MoneyEpisode 91: IN FOCUS: Post-Election: The New World of Estate PlanningJoin Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will go IN FOCUS where we cover more advanced wealth planning topics. In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.” This episode will cover what people should be doing with respect to estate planning with a new Presi...2025-01-151h 00
Chino Y ChicanoEp 129 UNFILTERED A Seattle Anti-Violence Advocate, Fentanyl, and a Federal IndictmentSend us a textThe UNFILTERED trio of Debora Juarez, Omari Salisbury and Enrique Cerna discuss the shocking indictment earlier this month of a Seattle anti-violence advocate and her family members for allegedly being a part of a multi-state fentanyl drug trafficking organization. Among the 14 people indicted, Marty Jackson, the executive director of the SE Network Safety Net, a community group that is part of the Boys & Girls Clubs of King County. The U.S. Attorney’s Office says the indictments are linked to fentanyl that killed a member of the Lummi Nation in September 2023. Fentanyl has ha...2024-10-1620 min
AICPA Personal Financial Planning (PFP)The best and worst things you can do with insurance – Part 2 {PFP Section}In part 2 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details to help you guide your clients in the following areas: The different perspectives on long term care (LTC) insurance that goes beyond the numbers to the psychological benefits. Why it makes sense to have every client go through the process of evaluating LTC insurance, whether they buy it or not. The importance of understanding the nuances of SLATs and SLANTs in the context of filling the gaps with LTC coverage. Avoiding the consequences of not...2024-03-0838 minAICPA Personal Financial Planning (PFP)The best and worst things you can do with insurance – Part 2 {PFP Section}In part 2 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details to help you guide your clients in the following areas: The different perspectives on long term care (LTC) insurance that goes beyond the numbers to the psychological benefits. Why it makes sense to have every client go through the process of evaluating LTC insurance, whether they buy it or not. The importance of understanding the nuances of SLATs and SLANTs in the context of filling the gaps with LTC coverage. Avoiding the consequences of not...2024-03-0838 minAICPA Personal Financial Planning (PFP)The best and worst things you can do with insurance – Part 1 {PFP Section}Proper insurance planning is one of the most overlooked areas of personal financial planning. In part 1 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details you will want to know, including: Buying the adequate amount of life insurance Using whole life insurance as a way to save, to diversify client portfolios, and to protect assets How to protect against a fraudulent conveyance Buying insurance from highly rated companies Making sure disability insurance needs are not overlooked For more resources related to this episode: Find...2024-01-1231 minAICPA Personal Financial Planning (PFP)The best and worst things you can do with insurance – Part 1 {PFP Section}Proper insurance planning is one of the most overlooked areas of personal financial planning. In part 1 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details you will want to know, including: Buying the adequate amount of life insurance Using whole life insurance as a way to save, to diversify client portfolios, and to protect assets How to protect against a fraudulent conveyance Buying insurance from highly rated companies Making sure disability insurance needs are not overlooked For more resources related to this episode: Find...2024-01-1231 minAICPA Personal Financial Planning (PFP)Crucial issues related to disability and long-term care insurance {PFP Section}150 million Americans live with chronic illness. And yet, disability and long-term care (LTC) insurance are often overlooked in planning with clients. In this episode of the PFP Section podcast, experts Lee Slavutin, MD, CLU and Marty Shenkman, CPA/PFS, JD, LLM share the most important considerations for client planning, including: What three riders are important to have on a disability insurance policy Why the exercise of determining the impact of disability on a family’s finances is critical Why you need to reassess disability, life insurance, and LTC insurance as part of estate strategies being done ahead of the...2023-12-1532 minAICPA Personal Financial Planning (PFP)Crucial issues related to disability and long-term care insurance {PFP Section}150 million Americans live with chronic illness. And yet, disability and long-term care (LTC) insurance are often overlooked in planning with clients. In this episode of the PFP Section podcast, experts Lee Slavutin, MD, CLU and Marty Shenkman, CPA/PFS, JD, LLM share the most important considerations for client planning, including: What three riders are important to have on a disability insurance policy Why the exercise of determining the impact of disability on a family’s finances is critical Why you need to reassess disability, life insurance, and LTC insurance as part of estate strategies being done ahead of the...2023-12-1532 minChino Y ChicanoEp 100 Marty Jackson, Executive Director of the Southeast Network Safety ProgramSend us a textThe Chino Y Chicano podcast marks its 100th episode as it joins the Converge Media program line up. Converge Media is a leading producer of culturally relevant content in the Pacific Northwest. On this 100th episode, we focus on the disturbing increase in gun violence in Seattle with Marty Jackson. Jackson is the executive director of the Southeast Network Safety Program, a violence prevention and youth empowerment initiative of the King County Boys and Girls Club. She also heads up the the Southeast Network’s Safe Passage team that works directly with the co...2023-10-2338 min
The Frasier FilesEpisode 11: Love and RocketsWritten & Starring Stephen WinchellAudio Production & Recording by Adam GoronDirected by Lara UnnerstallMusic by Takuya Yoshida & Stephen WinchellREFERENCES: 1. His ratings hit an all time high (Frasier S3E22 Frasier Loves Roz)2. he finally won a Seabee Award (Frasier S3E14 The Show Where Diane Comes Back)3. and he received a plaque from the Mayor of Seattle. (Frasier S3E14 The Show Where Diane Comes Back)4. He was even featured in the April 1996 issue of Seattle Monthly. (Frasier S6E1 Good Grief)5. yo...2023-09-2619 min
Wealth and LawThe Many Forms of Spousal Lifetime Access Trusts (SLATs)
Brent chats with Martin Shenkman about spousal lifetime access trusts (SLATs). They discuss the many variations of these important estate planning tools, from irrevocable life insurance trusts (ILITs), traditional SLATs, special power of appointment trusts (SPATs), and domestic asset protection trusts (DAPTs). They explain the pros and cons of each and have lots of laughs in between.
You can read an excellent article Marty wrote on the topic for Forbes here: https://www.forbes.com/sites/martinshenkman/2023/03/12/back-end-slats–a-slat-ilit-dapt-or-spat-by-another-name/?sh=78e280a83ac0
Martin Shenkman is an attorney in private practice in Fort Lee, New Je...2023-08-1843 minAICPA Personal Financial Planning (PFP)Using SLATs and other techniques for estate planning now {PFP Section}Clients have three years left to use the enhanced unified credit before it gets cut in half. Putting holistic techniques in place that consider tax, financial planning, and asset protection sooner rather than later will be important. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Marty Shenkman, CPA/PFS, JD, and Jonathan Blattmachr, JD, to get their thoughts on using SLATs and other strategies. They answer the following questions: How do SLATs work? Why are SLATs and other techniques effective for clients who won’t be subject to the estate tax even when the...2022-11-2929 minAICPA Personal Financial Planning (PFP)Using SLATs and other techniques for estate planning now {PFP Section}Clients have three years left to use the enhanced unified credit before it gets cut in half. Putting holistic techniques in place that consider tax, financial planning, and asset protection sooner rather than later will be important. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Marty Shenkman, CPA/PFS, JD, and Jonathan Blattmachr, JD, to get their thoughts on using SLATs and other strategies. They answer the following questions: How do SLATs work? Why are SLATs and other techniques effective for clients who won’t be subject to the estate tax even when the...2022-11-2929 min
Hancock TalksPlanning using intergenerational split dollar after the Levine decisionJoin us for a fascinating conversation with attorney and tax expert Marty Shenkman about the practical lessons estate planning and other financial professionals can learn from the Levine case – a precedent-setting tax court decision. Although the Levine case involved intergenerational split dollar, lessons learned from the case are helpful in other planning contexts.In this episode, we explore:Keys to the taxpayer’s victory in successfully structuring the intergenerational split dollar arrangementThe importance of using “excess capital” for legacy-planning strategies, and the financial planner’s role in determinin...2022-05-1833 min
FUMS: Giving Multiple Sclerosis The FingerFUMS 102 - GYST: Estate Planning with MS part 2This episode is the second part of my interview with Marty Shenkman, an attorney whose private practice concentrates on estate planning. When his wife was diagnosed with MS, he recognized how different planning looks for people with chronic illness and it changed his whole approach to estate planning. If you haven't heard the first part, please visit https://fumsnow.com/fums101When I announced that I'd be talking to Marty about estate planning with a chronic illness, I was inundated with questions from the FUMS community. So in part two of my interview, we try t...2022-03-2241 minFUMS: Giving Multiple Sclerosis The FingerFUMS 101 - GYST: Estate Planning with MS part 1This is the first in a series of episodes where I'll be looking at the messier parts of life - estate planning, divorce, digital death, end-of-life planning, wills, etc. Y'know - fun stuff like that. And in true FUMS style, I'm calling the series G.Y.S.T. - "Get Your Shit Together"Sooner or later, we are all going to have to start thinking about what happens at the end of our life - whether we have a lot or a whole lot of nothing, it's a fact of life! And while this is the same...2022-03-0841 min
Legal VisionariesLegislative Proposals and Year End Tax Planning for 2021It’s mid-November and the new tax proposals are still up in the air. What should practitioners and tax payers do to protect assets, plan estates and minimize taxes in this unknown environment? This is the topic we tackle on this episode of Legal Visionaries when host Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks to well-known estate and tax planning legal experts, Marty Shenkman and Jonathan Blattmachr. How may new legislation affect Grantor Trusts? Will new laws be retroactive? Should clients use their tax exemption, or part of it, before the end of the year and how wil...2021-11-1656 minAICPA Personal Financial Planning (PFP)The impact of the Van Hollen bill on current estate administration {PFP Section}One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including: The difference between funding trusts on a fractional share basis versus a specific amount Gains that could be triggered right now for clients who have passed away and how to avoid Why it may be important to fund trusts quickly after death going forward Access resources related to t...2021-07-2308 minAICPA Personal Financial Planning (PFP)The impact of the Van Hollen bill on current estate administration {PFP Section}One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including: The difference between funding trusts on a fractional share basis versus a specific amount Gains that could be triggered right now for clients who have passed away and how to avoid Why it may be important to fund trusts quickly after death going forward Access resources related to t...2021-07-2308 minAICPA Personal Financial Planning (PFP)How the President’s Green Book will impact your clients {PFP Section}On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What the date of announcement effective date for capital gains tax rates means Why timing is critical to have discussions with impacted clients now Planning ideas that will work best with what we know now Access resources related to this podcas...2021-06-1120 minAICPA Personal Financial Planning (PFP)How the President’s Green Book will impact your clients {PFP Section}On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What the date of announcement effective date for capital gains tax rates means Why timing is critical to have discussions with impacted clients now Planning ideas that will work best with what we know now Access resources related to this podcas...2021-06-1120 min
Non Qualified Defered CompensationKeebler and Shenkman: PlanningBob Keebler and Marty Shenkman discuss planning between now and December 31st. The time is crucial and the opportunity is not to be missed.
Marty has created a postcard to inform clients of 2012 planning opportunities.
A company called "Printing for Less" - which does Marty's newsletter - will customize and mail it for any practitioner at a 20% discount off printing costs + postage. (Marty gets no payment from this).
You can use his postcard primarily with no royalties (but a nice note and perhaps a gift to charity in Marty's name is in order).
To learn more, just go to http...2012-10-1318 min