Viability of 4 Percent Rule and Trust Communications

• Report this article

Martin Shenkman

Martin Shenkman

Estate Planning Attorney ● Nationally Recognized Author and Speaker ● Dedicated Philanthropist

Published Jan 24, 2023

+ Follow

Notice: This post may constitute attorney advertising 22 NYCRR 1200.

To view or add a comment, sign in

More articles by Martin Shenkman

• Corporate Transparency Act Filing Requirements Reinstated: Act Now

  Jan 2, 2025

  Corporate Transparency Act Filing Requirements Reinstated: Act Now

  Originally posted on Forbes.com The 5th Circuit Court has just ruled that the Corporate Transparence Act (CTA) must be…

  6
• Trump Presidency: Yes, Estate Planning Is Still Important

  Nov 18, 2024

  Trump Presidency: Yes, Estate Planning Is Still Important

  Originally posted on Forbes.com The reelection of President Trump and Republican results in Congress practically assure…

  26

  1 Comment
• Free Webinar: Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

  Nov 10, 2024

  Free Webinar: Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

  Date and Time: Thursday November 14, 2024 4:00-5:20 pm EST Course Description: Pres. Trump has won the White House.

  19

  2 Comments
• My Trainer Thinks All His Mom Needs Is A Simple Will

  Oct 29, 2024

  My Trainer Thinks All His Mom Needs Is A Simple Will

  Originally posted on Forbes.com Creating, implementing and maintaining a fitness program has many of the same steps and…

  4
• Free Webinar: Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?

  Sep 19, 2024

  Free Webinar: Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?

  Date and Time: Monday, September 23, 2024, 2-3:30PM EST Course Description: Corporate Transparency Act (CTA) filings…

  14
• Corporate Transparency Act: Can Your CPA Or Wealth Adviser Help You Without Committing The Unauthorized Practice Of Law?

  Sep 16, 2024

  Corporate Transparency Act: Can Your CPA Or Wealth Adviser Help You Without Committing The Unauthorized Practice Of Law?

  Originally posted on Forbes.com The Corporate Transparency Act (CTA) requires filings for 32 million entities formed…

  14
• Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

  Aug 28, 2024

  Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

  The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its 1984 decision in Chevron v…

  5
• Supreme Court Rules In Favor Of IRS: Revise Redemption Plans Now

  Jul 17, 2024

  Supreme Court Rules In Favor Of IRS: Revise Redemption Plans Now

  In a recent case life insurance owned by an entity to purchase a deceased shareholder’s shares had to be included in…

  11
• LGBTQ+ Estate Planning And Pride Month

  Jul 10, 2024

  LGBTQ+ Estate Planning And Pride Month

  With the growth of the LGBTQ community, and special estate planning considerations and modifications might warrant…

  9
• FTC Ban On Noncompete Agreements May Undermine Your Estate Plan

  May 7, 2024

  FTC Ban On Noncompete Agreements May Undermine Your Estate Plan

  The FTC recently restricted or prohibited non-competition agreements, which may adversely impact estate and business…

  4

  1 Comment

Show more

See all articles