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Thomas A. Tietz 3 posts 0 comments
Thomas A. Tietz is an associate with Martin. M. Shenkman, P.C. concentrating on estate and tax planning, planning for closely held business, and estate administration, working with clients to understanding their needs based upon their family makeup, financial situation, wishes and implementing their planning. Mr. Tietz is experienced in assisting clients with the implementation of all facets of an estate plan, including the preparation of core documents such as the Last Will and Testament, Revocable Living Trust, Health Care Proxy or Durable Power of Attorney, to the more advanced techniques of an Spousal Lifetime Access Trust, Grantor Retained Annuity Trust, self-settled Trusts, and the implementation of asset transfers to those trusts.
Despite the election results, estate planning, and in particular non-reciprocal SLAT planning should continue for many clients. The results of future elections cannot be predicted. Upstream basis planning, asset protection, non-grantor…
Step Transaction Doctrine Remains A Key Concern for Successful Planning
The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ planning. There is limited time in 2024, and soon the compressed planning period of 2025.
Grantor Trust Planning Tool (Might Change)
This video clip discusses possible changes to Grantor Trust Planning.
Administration of Irrevocable Trusts: Practical Tips for Practitioners
How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts? What preliminary steps might be helpful to take to guide clients on proper trust…
How I am Changing My Practice, Client Meetings, Client Planning, and More to Address Coronavirus
We are in the throes of the Coronavirus pandemic, and even though states are loosening stay-at-home restrictions, the impact on estate planning professionals, as well as their families, finances, and our country, will continue for some…