This installment will explain how estate planners might modify planning and documents for a client who is a member of the Church of Scientology.
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Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
Tom Cummins is a lifelong Scientologist, a prominent and active member of the Church, and a successful businessman. His international business and investment interests span three continents, and a wide array of industries. Mr. Cummins has been actively involved in developing various planning techniques and sample clauses to help estate planning conform with tenets of the Church of Scientology.
