Joy Matak

1 month ago | wealthmanagement.com | Martin Shenkman |Joy Matak

The benefits of having a prenuptial agreement and some alternatives for those clients who resist. Practitioners routinely recommend prenuptial agreements (prenups) when the children of wealthy clients decide to get married. Clients with meaningful wealth usually agree that their children should have prenups to protect their inheritance and any wealth their children might have accumulated.

Mar 18, 2025 | wealthmanagement.com | Martin Shenkman |Joy Matak

Martin M. Shenkman and Joy Matak discuss misconceptions about the reciprocal trust doctrine and different views surrounding it. While all practitioners are familiar with the reciprocal trust doctrine, some commonly discussed misconceptions about it and different views warrant consideration. Also, the uncertainty of the current planning environment might change the views on how to deflect the application of the doctrine.