Professional Designations

  1. Admitted to the Bar: District of Columbia (1987); New York State, First Department (1986); United States District Court, Southern District of New York (1986); District of New Jersey (1985); United States Tax Court (1986); State of New Jersey (1985).
  2. Certified Public Accountant, Michigan (1980); New York (1982); New Jersey (1992).
  3. Registered Investment Advisor, New York (1990) (est.); New Jersey (2000) (est.).
  4. Personal Financial Planning Specialist (“PFS”) (financial planning designation of the AICPA) (2007).
  5. Accredited Estate Planner (“AEP”) designation awarded in 2010 by the National Association of Estate Planners and Counsels (“NAEPC”). Awarded “AEP Distinguished,” (NAEPC Hall of Fame) in 2013.

Awards, Honors and Editorships

  1. Weekly Insider, (1984 – 1987).
  2. Shopping Center Legal Update, (1985 – 1992).
  3. Shopping Centers Today, (1986 – 1992).
  4. Practice Update, (1986 – 1992).
  5. Journal of Real Estate Finance – Contributing Editor, (1986 – 1995).
  6. Real Estate Accounting and Taxation – Contributing Editor, (1986 – 1996).
  7. U.S. Real Estate Week, (1987 – 1988).
  8. Journal of Accountancy, Board of Editorial Advisors, (1987 – 1989).
  9. Physician’s Tax Alert, (1988 – 1989).
  10. Commercial Leasing Law & Strategy, (1988 – 1993).
  11. Matrimonial Strategist, (1988 – Present).
  12. Physician’s Tax and Investment Alert, (1989 – 1992).
  13. Real Estate Insight, (1989 – 1992).
  14. New Jersey Lawyer, Message From The Special Editor, September / October 1991, No. 142, p. 19.
  15. Probate and Property, Recipient of the 1994 Probate and Property Excellence in Writing Award. (July/August 1994)
  16. UJA Federation: Major Contributors to 1999 Annual Campaign Recognized at Initial Gifts Dinner.” “Martin and Shelly Shenkman were the newest Dor L’Dor Society founders to be honored. October 9, 1998.
  17. Alfred C. Clapp Award presented by the New Jersey Bar Association and the Institute for Continuing Legal Education, (June 16, 2007).
  18. AICPA Personal Financial Specialist Certification. June 30, 2007.
  19. CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April – May 2008). “Integrating Religious Considerations into Estate and Real Estate Planning,” Probate and Property Magazine, March – April, 2008, p. 34-39. Selected for “The Best Articles Published by the ABA,” GP Solo Magazine, Vol. 25, No. 6, Sept. 2008, p.14.
  20. Worth MagazineÂ’s Top 100 Attorneys (2008).
  21. Integrating Religious Considerations into Estate and Real Estate Planning,” Probate and Property Magazine, March – April, 2008, p. 34-39. Selected for “The Best Articles Published by the ABA,” GP Solo Magazine, Vol. 25, No. 6, Sept. 2008, p.14.
  22. Estate Planning for People with a Chronic Condition or Disability, was nominated for the 2009 Foreword Magazine Book of the Year Award. (2009)
  23. RV’er of the Year September 2010. Good Sam Club: The World’s Largest RV Owners Community
  24. 2010 New Jersey Super Lawyers, Estate Planning & Probate (2010).
  25. RV’er of the Year Nominee Recognition. Good Sam Club. January 2011.
  26. COPD Nomination for Community Champion for 2011. December 8, 2011.
  27. 2011 New Jersey Super Lawyers, Estate Planning & Probate (2011).
  28. AICPA 2012 Sidney Kess Award for continuing education during the conference on tax strats. (July 2012.)
  29. Certificate of Appreciation Lorman Education Services (August 2012).
  30. Highlights of the CCH Financial and Estate Planning Advisory Board Meeting September 20, 2012.
  31. 2012- Inducted into NAEPC Estate Planning Hall of Fame. (October 5, 2012)
  32. Nomination for the “Furthered 40.” (October 8, 2012.)
  33. Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year. (2012)
  34. 2012 New Jersey Super Lawyers, Estate Planning & Probate (2012)
  35. 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.”
  36. 2013 Top Rated Lawyer in ‘Trust & Estates& May 10, 2013.
  37. 201 Magazine- Named one of BergenÂ’s Top Lawyers, June 5, 2013.
  38. NAECP awarding of the Accredited Estate Planner ® (Distinguished) November 22, 2013.
  39. The Trust Advisor Reports 2013- Named Elite Estate Planning Attorney. (2013)
  40. 2013 New Jersey Super Lawyers, Estate Planning & Probate (2013)
  41. Bergen’s Top Lawyers 201 The Best of Bergen February 11, 2014.
  42. Request to add to the “Estate Planning & Taxation Committee of the Editorial Advisory Board” of Practical Planner Newsletter February 13, 2014.
  43. Member of the Trusts & Estates editorial advisory board on the Estate Planning & Taxation committee. Mar. 28, 2014.

Work Experience

Martin M. Shenkman P.C. New York, N.Y.; Paramus, N.J.
Principal, 1988 – Present
Estate planning and administration. Drafting wills, trusts, family limited partnerships, operating and other agreements. Administering estates. Probate and related matters. Planning and researching tax aspects of personal and business transactions.

Townsend Rabinowitz Pantaleoni & Valente, P.C., New York, N.Y. (1984 – 1988)
Associate, 1985 – 1988
Legal Assistant, 1984 – 1985
Negotiating and structuring syndications, acquisitions, dispositions and other transactions. Planning and researching tax, corporate and securities matters. Negotiating and structuring tax and financial aspects of matrimonial disputes.

Laventhol & Horwath, New York, New York.
Tax Supervisor (International Tax Department), 1982 – 1984.
Tax research and tax returns.
Junior (Audit staff), 1978-1979, Detroit, Michigan.
Audit work.

Peat, Marwick, Mitchell & Co., New York, New York.
Tax Senior (International Tax Department), 1981- 1982.
Tax research and tax returns.

Sidney Noveck and Company, CPAs, Detroit, Michigan.
Audit Staff, 1979 – 1980.
Audit work and tax returns.

Teaching Experience

Seton Hall Law School, Adjunct Professor of Law (1990 – 1991).

Columbia University Graduate School of Business, Adjunct Professor (1989).

Education

Fordham University School of Law, Jurist Doctor (1985).

University of Michigan, Master of Business Administration, Tax / Finance (1981).

Wharton School, Bachelor of Science, Economics / Accounting (1977).

Chapman College, World Campus Afloat: One semester specialized program (1974).

Harrison High School, Farmington Hills, Michigan (Degree awarded 1974).

Professional Organizations

  1. American Association of Attorney – Certified Public Accountants: (2006-Present).
  2. American Bar Association: (1986-Present); Section of Real Property, Probate & Trust Law, Member (1986-Present); Capital Recovery and Leasing Committee, Member (1987-1995 est.); Subcommittee on Important Developments and Publications, Chairman (1987-1990); Real Estate Tax Problems Committee, Adjunct Member (1988-1989); Family Law Section, Member (1988-Present); Committee on Taxation, Informational Member (1989-1992 est.); Special Problems of Business Owners Committee, Member (1993-1995 est.); Estate Planning and Drafting: Irrevocable Trusts & Other Inter-Vivos Transfers Committee, Member (1993-1995 est.); Probate & Trust Committee, Probate & Trust Division, Vice-Chair (1995-1996); Committee on Small Firm Lawyers, Member (1996-1998 est.); Committee on Capitol Recovery and Leasing (1996-1999 est.); Section of Real Property, Probate & Trust Law, Real Property Division, Committee on Federal Taxation of Real Estate Transactions (1995 est.); Section of Real Property, Probate & Trust Law, Family Limited Partnerships and LLCs Committee (1998-2000 est.); Section of Real Property, Probate & Trust Law, Diversity Committee, Member (2007-2009), Co-Vice Chair (2009-2010, 2012-Present), Co-Chair (2010-2012); Section of Real Property, Probate & Trust Law, Individual and Fiduciary Income Tax Committee, Co-Vice Chair (2007-2009); Section of Real Property, Probate & Trust Law, Estate and Gift Tax Committee, Member (2008-2009); Section of Real Property, Probate & Trust Law, Income and Transfer Tax Planning Group, Member (2008-2009); Section of Real Property, Probate & Trust Law, Emotional and Psychological Issues in Estate Planning Committee, Co-Chair (2010-Present) Assistant Editor, eReport (2013-Present).
  3. American Brain Foundation: Development Committee, member (2013-Present).
  4. American Institute of Certified Public Accountants: (1982-Present); Tax Division
  5. (1986-Present); Diversity Committee Co-Vice Chair (2010-Present).
  6. Association for the Bar of the City of New York: (1986-Present).
  7. Bergen County Bar Association: (1986-Present); Taxation Section (1986-Present); Family Law (1990 – 2004 est.); Tax Law (1990-Present); Speakers Bureau (1990-2009); Bergen Barrister, Contributing Editor (1997-1998); Bergen Barrister, Deputy Editor (1997-2000); Diversity in the Profession Committee (2010); Probate and Estate Planning (2010-Present).
  8. B’nai B’rith: Accountants Group- Charter Member, Program Committee (1980).
  9. Futures for Children: Board Member of DreamMaker Legacy Circle Dream Team (2012-Present).
  10. Greater New Jersey Estate Planning Council: (2002 est.-Present).
  11. International Council of Shopping Centers: (1976-1995 est.); Member Task Force on Tax Regulations (1987-1995 est.); Government Affairs Committee (1988-1995 est.); Tax Policy Subcommittee (1988-1995 est.).
  12. Journal of Accountancy: Editorial Advisor (1987-1988).
  13. Leimberg Services: AALU news alert expert (2013-Present).
  14. National Association of Accountants: (1979-1982).
  15. National Association of Real Estate Editors: (1989-1992 est.).
  16. New Jersey Lawyer Editorial Board: (1991-1995).
  17. New Jersey Society of Certified Public Accountants: (1993-Present); Federal and State Tax Committee (1993-1995 est.).
  18. New Jersey State Bar Association: (1986-Present); Real Property, Probate and Trust Section (1968-Present); Taxation Section (1986-Present); ICLE Curriculum Advisory (1994-1996 est.); Participate in the NJ State Bar Foundation’s Speaker’s Bureau on Estate Planning; Small Business; Taxation Law (1999-2002 est.).
  19. New York State Bar Association: (1986-Present); Real Property Law Section (1986-Present); Taxation Section (1986-Present); Income from Real Property (1987-2000 est.); Depreciation & Investment Credit Committee (1987- 1989); Tax Committee on Pass-Through Entities; (1999 -2002 est.).
  20. New York State Society of Certified Public Accountants: Domestic Relations Committee (1990-1994 est.); Cooperation with Financial Media Committee (1994-1995); Estate Planning Committee (1998-2002 est.).
  21. Real Estate Institute of Fairleigh Dickinson University: Member Advisory Board, Adjunct Lecturer (1986).
  22. Society of Financial Service Professionals (SFS)- Member (2009-Present).
  23. Totaltape: Editorial Board (1990-1992 est.).
  24. Urban Land Institute: Member (1978-1982).

Community Involvement

  1. Internal Revenue Service, Volunteer Income Tax Assistance (1978).
  2. Jewish Association for Retarded Children (1978 – 1980).
  3. Oakland County Association for Retarded Citizens, Volunteer Advocacy Programs (1978 – 1980).
  4. Jewish Welfare Federation, Junior Division (1978 – 1980).
  5. B’nai B’rith,, Detroit Louis Marshall Suburban Lodge (1979).
  6. Mishkan Israel Synagogue, Board of Directors, Finance Committee (1980).
  7. United Hebrew Schools, Board of Directors (1980).
  8. Lubavitch Foundation Endowment Fund, Accountants Committee (1984 – 1986).
  9. Teaneck Township, Protected Tenancy Appeals Board (1985 – 1996).
  10. B’nai B’rith, Real Estate Unit No. 5221 (1986 – 1990).
  11. Teaneck Housing Information Center, Board Member (1986 – 1993).
  12. Noam Mizrachi New Leadership Council, National Executive Board (1986 – 1987).
  13. University of Michigan, School of Business Administration, Alumni/Student Recruitment Program (1987 – 1992).
  14. Congregation B’nai Yeshurun, Nominations, Committee Member (1988).
  15. Jewish National Fund, New Jersey Region, Board of Directors (1994 – 1996 est.); Chairman, Endowment Committee (1994 – 1995).
  16. UJA of Bergen County and North Hudson, Board Member (1997 – Present); Endowment Committee (1994 – Present); Professional Advisory Committee for Endowment Committee (1996 – Present); Accountants / Attorney’s Cabinet (1990 – 2002 est.); Financial Resource Development Committee (1996 – 2000 est.); Grants Committee (1997 – Present); Board of Trustees (1997 – 2002 est.); Investment Committee (1999 ” 2004 est.); Federation Trustee (2000 – 2003).
  17. Friends of Lubavitch of Bergen County, Chairman, Endowment Committee (1997 – 1999, est.).
  18. Jewish National Fund, Committee Member, National Planned Giving Committee (1998 – 2000, est.).
  19. WNET – Channel 13 Public Television (New York), Professional Advisory Committee (1998 – 2001 est.).
  20. Florida friends of Bar-Ilan University – Award Martin Shenkman for Professional Estate Planning Seminars (May 9 – 10, 2002).
  21. RPPT/Taxation Joint Fall CLE Meeting – Appointed to Section of Real Property, Probate and Trust Law’s Diversity Committee. ABA. August 7, 2007.
  22. Appointment to Co-Vice-Chair of the Individual and Fiduciary Income Tax Committee for the 2007-2008 bar year. ABA. August 8, 2007.
  23. Notice from ABA Section of Real Property, Trust and Estate Law Committee Coordinator. Committees sat on for 08 – 09 bar year. July 29, 2008.
  24. RPTE Liason to National Bar Association from Steve R. Akers. July 20 2009.
  25. Appointment to Co-Vice-Chair for the Section of Real Property, Trust and Estate Law’s Diversity Committee. From Roger Winston – Section Chair Elect. ABA.. Aug. 6, 2009.
  26. Trust and Estate Committee Vice-Chair of the Individual and Fiduciary Income Tax. From Roger Winston “ Incoming Chair. ABA. August 12, 2009.
  27. Emotional and Psychological Issues in Estate Planning – Appointment to Co-Chair. 2009.
  28. ADL Foundation’s Professional Advisory Committee. NY Anti-Defamation League. July 20, 2010.
  29. Notice of Appointment to one Co-Chair and one Co-Vice-Chair position taking effect August 9, 2010. From, Alan Rothschild – Chair-Elect. July 20, 2010.
  30. Updated Notice of Appointment including: Liaison to, Section of Law Practice Management. From Alan Rothschild – Chair-Elect. July 28, 2010.
  31. Communications Committee Diversity Chair Appointment Listing. 2010 – 2011. (Member since 2007)
  32. RV 4 The Cause- Founded 2010.
  33. Anti-Defamation League Foundation, Professional Advisory Committee, Member (2010 – Present).
  34. Appointment to Co-Chair for Emotional and Psychological Issues in Estate Planning. Appointment in effect as of August 8, 2011. Sent: July 18, 2011. ABA.
  35. Board Member of Legacy Circle Dream Team for Futures for Children. May 25, 2012.
  36. Appointment to Diversity, Co-Vice-Chair for ABA Section of Real Property, Trust and Estate Law effective September 1, 2012 – August 31, 2013. From: Tina Portuondo – Section Chair-Elect. June 29, 2012.
  37. Appointment to Emotional and Psychological Issues in Estate Planning Co-Chair for ABA Section of Real Property, Trust and Estate Law, effective September 1, 2012 – August 31, 2013, From: Tina Portuondo – Section Chair-Elect. June 29, 2012.
  38. ABF invite to join the Development Committee. From John Mazziotta – Chair, ABF. July 2, 2013.
  39. Appointment to Assistant Editor, eReport for the ABA Section of Real Property, Trust and Estate Law, effective from September 1, 2013 to August 31, 2014. July 23, 2013.
  40. Invitation to be a part of the AALU Editorial Board. From: Steve Leimberg. 2013.
  41. Board of Directors – Poets Landing Condo Association. Sent from: Len Sherman ” Property Manager of REI. March 2, 2014

Radio, Television, and Web Appearances

  1. “61 Ways to Get a Bigger Tax Refund,” WPOP, Hartford, CT (February 7, 1987).
  2. “61 Ways to Get a Bigger Tax Refund,” KVEN, Ventura, CA (February 8, 1987).
  3. Straight Talk, “How Tax Laws Affect Divorce,” Secaucus, NJ (March 18, 1987).
  4. Straight Talk, Chapter 9 (March 20, 1987)
  5. The Money Corner, “The Total Real Estate Tax Planner,“ Business Radio Network, Colorado Springs, CO (January 26, 1988).
  6. Business Tonight, “Business Show for Basic People,“ Financial News Network, Home Office, NY (January 19, 1989).
  7. Today’s Business,“Pay Less Taxes” Question and Answer Tax Planning,“ WMCA, New York, NY (January 19, 1989).
  8. Today’s Business, “REMICS,” WMCA, New York, NY (January 31, 1989).
  9. NBC Money Memo,”Total Real Estate Tax Planner,” NBC Radio, New York, NY
    (February 2, 1989).
  10. “Total Real Estate Planner,” WSBA, York, PA (February 6, 1989).
  11. “Let’s Talk,”WGXM Radio, Dayton, OH (February 14, 1989).
  12. Janet Sciales Show, “Total Real Estate Tax Planner,” WTKN-AM, St. Petersburg, FL (February 16, 1989).
  13. The Jeff Pigeon Show,”How to Buy a House with No Money Down,”WIBC, Indianapolis, IN (May 31, 1989).
  14. Excerpts on the News and Weekend Feature ” KRLD, Dallas, TX (June 2, 1989).
  15. Bill Gallant Midday, “How to Buy a House with No Money Down,” KXL, Portland, OR (June 5, 1989).
  16. Money Talk, “How to Buy a House with No Money Down,” KFRC, San Francisco, CA (June 14, 1989).
  17. The Doug Stephan Show, “How to Buy a House with No Money Down,” American Radio Network, Baltimore, MD (June 19, 1989).
  18. Mornings With Bob and Yvonne, “How to Buy a House with No Money Down,” KORG, Anaheim, CA (June 29, 1989).
  19. World of Money, “How to Buy a House with No Money Down,” KIEV, Los Angeles, CA (August 3, 1989).
  20. Vera’s Voice Money Radio Network, “How to Buy a House with No Money Down,” Anaheim, CA (August 17, 1989).
  21. Smart Money, “How to Buy a House with No Money Down,”CNBC (October 2, 1989).
  22. Financial News Network (FNN),”Money Like, Kind Exchanges”(October 3, 1989).
  23. Smart Money with the Dolans, “Buying and Selling Houses,” CNBC (February 5, 1990).
  24. Money in the Morning with George Chamberlain, “How to Sell Your House in a Buyer’s Market,” KCEO AM1000 (June 8, 1990).
  25. Smart Money with the Dolans,”How to Sell Your House in a Buyer’s Market,” CNBC (July 5, 1990).
  26. Midlife Radio Show, Gayle Weisberg, “How to Sell Your House in a Buyer’s Market,” Sun Radio Network (August 2, 1990).
  27. Midlife Radio Show, “Estate Planning,” Sun Radio Network (August 14, 1990).
  28. Midlife Radio Show, “Tax Record Keeping,”Sun Radio Network (September 27, 1990).
  29. Adrianne Berg, FNN, “IRS Tax Beat, Commercial Real Estate”(October 1, 1990).
  30. Ken Harny, FNN, Real Estate Magazine,”Proposed Tax Bill”(October 2, 1990).
  31. Terri Chamberlain, Money in the Morning, “How to Sell Your House in a Buyer’s Market,” KCEO (January 25, 1991).
  32. Your Money Matters,”Buying a Home,”Wall Street Journal Radio Network (February 11, 1991).
  33. CNBC, US News & World Report Real Estate Annual, CNBC (March 21, 1991).
  34. Wall Street Journal Television, “Real Estate,”Channel 2 (April 13, 1991).
  35. Smart Money with the Dolans, WOR Radio (August 15, 1991).
  36. Smart Money with the Dolans,”Saving Money on Tax Preparation Costs,” CNBC (September 25, 1991).
  37. Today”s Business Journal, Sonny Bloch, WABC ” FM (November 13, 1991).
  38. Money Talk: “Investing for Your Children.” Jan. 7 1992.
  39. Smart Money with the Dolans, “Estate Planning 101, CNBC / FNN (February 26, 1992).
  40. Bernard Meltzer Weekend Show, “Estate Planning,” WOR Radio (March 21, 1992).
  41. Money Talk with Ted David, “Estate Planning and Real Estate,”CNBC (May 14, 1992).
  42. Money Talk, “Estate Planning,” CNBC (June 5, 1992).
  43. Money Talk with Alan Sheely, “Living Trusts,” CNBC (July 14, 1992).
  44. Money Wheel with Dean Sheppard,”Protecting Your Assets from Creditors and Taxes,” CNBC (September 1, 1992).
  45. Money Talk, “How to Structure Investments for Your Child,” CNBC (January 7, 1993).
  46. Business Tonight with Dean Shepard and Sue Herrera,”Supreme Court Case Affects Home Office Deductions,” CNBC (January 13, 1993).
  47. “Tax Planning for After April 15, CNBC (March 12, 1993).
  48. WWWS Your Money, “Financial Forum,”1400 (May 7, 1993).
  49. Money Talks with Dave Shepard, “Trusts,”CNBC (May 21, 1993).
  50. Money Wheel with Ted David, “Lease Options to Purchase a Home,” CNBC (July 10, 1993).
  51. WWWS Radio Show with Greg Mack,”Estate Planning”(August 6, 1993).
  52. Business Radio Network (BRN),”Estate Planning and Wills (est.)”August 20, 1993).
  53. Business Radio Network (BRN), Business Day with Jack Lott and Kerry “Brien, “Your Children’s Financial Future,”(September 8, 1993).
  54. Bernard Meltzer, “Insurance Trusts,” WEVD Radio (January 12, 1994).
  55. Money Wheel with Ted David, “Tax Act,” CNBC (February 1994).
  56. The Joe & Casey Show, “Taxes: Post Clinton Changes,” WCAP-Radio (February 4, 1994).
  57. USA Radio Network, “The Clinton Tax Act,” Dallas, TX (February 17, 1994).
  58. Business Radio Network (BRN), Sonny Bloch, “Today’s Business Journal” (February 17, 1994).
  59. Chicago Talks,”Investing after the Clinton Tax Act,”WYLL-FM, Chicago, IL (February 26, 1994).
  60. Money Advice with Rick, KIRO, 100.5 FM, Seattle, WA (March 4, 1994).
  61. Your Money,”Vacation Homes,” CNN (March 11, 1994).
  62. Double Talk with Barry Martin, “Estate Planning,” CNBC (March 17, 1994).
  63. Money Wheel with Ted David, “Estate Planning ” Income Tax Considerations” CNBC (March 22, 1994).
  64. “Your Money”CNN (March 26, 1994)
  65. The Bill Bresnan Show with Bill Bresnan, “1993 Tax Act,”Business Radio Network, WEVD (April 6, 1994).
  66. Today’s Business Journal with Sonny Bloch, “Liability of Insurance Brokers,” Business Radio Network, WEVD (May 23, 1994).
  67. “Money Wheel”(May 31, 1994)
  68. Your Money, The Gregg Mack Show, “Estate Planning,” WWWS 1400 (July 14, 1994).
  69. Money Wheel, “10 Investment Dos and Don’ts,” CNBC (September 29, 1994).
  70. Money Wheel with Ted David,”Charitable Trusts,” CNBC Money Talk (December 15, 1994).
  71. Money in the Morning with George Chamberlain,”Trusts” Not Just for the Rich,” KCEO (January 3, 1995).
  72. In the Market Place, “IRS Audit Flags,” WCBS News Radio 880 (February 22, 1995).
  73. Money Wheel with Ted David, “Financial Planning and Your 1040,”CNBC Money Talk (March 29, 1995).
  74. Money in the Morning with George Chamberlain, “Buying a House with Little Money Down,”KCEO Radio (June 9, 1995).
  75. Money Wheel with Ted David, “Personal Aspects of Estate Planning,” CNBC Television (July 7, 1995).
  76. “Trusts,” CNBC (October 1995).
  77. “Unconventional Ways to Finance Your Home,” CNBC (October 11, 1995).
  78. Money Wheel with Ted David, “Crummy Powers and Irrevocable Trusts,”CNBC (November 9, 1995).
  79. “Living Wills,”CNBC (January 9, 1996).
  80. Money Wheel with Ted David, “Planning for the Family Business,”CNBC (January 10, 1996).
  81. The Morning Show, “61 Ways to Get a Bigger Tax Refund”WJBO, Baton Rouge, LA (January 30, 1996).
  82. Today’s Business, CNBC (February 1996).
  83. Today’s Business, Money Matters,”Using Tax Returns for Financial Planning,”CNBC (April 18, 1996).
  84. Money Talk with Greg Evans, “Trusts,”WSHA Radio, Raleigh, NC (July 22, 1996).
  85. On the Money with Murray Sabrin, WVNJ 1160 (August 21, 1996).
  86. “Channel Estate Planning” William Paterson College (November 13, 1996).
  87. Real Estate Week MSNBC with Donna Nicholson, “Real Estate Tips for Senior Citizens,” ReMax Realtors Satellite Television Network (March 26, 1997).
  88. The Morning Show,”How Can You Use Your Tax Returns as a Financial Tool,” Channel 31, WBIS TV (March 31, 1997).
  89. CNBC “Disclaimers” (April 3, 1997.)
  90. On the Money, Warren Boronson, WVNJ, Teaneck, NJ (June 29, 1997).
  91. Money Talk with Ted Davis, CNBC (July 25, 1997).
  92. Speaking of your Money, Harry Gross, Radio 1210 (November 10, 1997).
  93. Communities on Cable TV-36: The Saul Simon Show,”Estate Planning: Managing your Money” (February 19, 1998).
  94. CNBC TV Show (March, 25 1998)
  95. “Managing Your Money, Planning the Basics and Beyond.”(April 20, 1998).
  96. “The Wall Street Journal Report: Microchips, Trusts, Main Street” Episode #826 (June 25, 26, 1998).
  97. Christopher Naughton’s Law Journal, “Estate Litigation: Avoiding the High Cost of Will Contests”(August 19, 1998).
  98. Wall Street Journal, “Estate Planning” Channel 62. (1998 -1999)
  99. “New Yea’ Resolutions,” CNBC (December 31, 1999).
  100. Noon Business Hour, Lynn Holley, “Business Succession Planning,” WMAQ (March 20, 2000).
  101. Tax Talk with Ted David, CNBC (March 28, 2000).
  102. EST Center at Pavilion, Karen Aroian, “Family Dynamics: The People Side of Estate Planning” (April 12, 2000).
  103. EST Center at Pavilion, Karen Aroian, “The Heirs vs. The Assets: How to Rest in Peace” (April 13, 2000).
  104. EST Center at Pavilion, Karen Aroian, “Honoring the Person Behind the Plan: Fulfilling Religious and Charitable Requests” (April 14, 2000).
  105. “Residential Real Estate” Law Made Easy/WVNJ (August 1, 2000)
  106. “Buying and Selling Your Home,” WNVJ (August 6, 2000).
  107. “Long Term Care and Working with your Broker,” WVNJ (August 9, 2000)
  108. “Working with Your Broker,” WVNJ (August 13, 2000).
  109. “Special Planning for Insurance” with Andy Schwartz (August 15, 2000).
  110. “Relocating Assets Outside Your Estate,” WVNJ (August 20, 2000).
  111. “Overfunded Traditional and Variable Life Insurance”. Law Made Easy Press. (August 20, 2000).
  112. “Title to Assets – How you own assets affects your estate and financial planning.” (August 20, 2000).
  113. “Financial Planning Tips” Law Made Easy/WCNJ (August 22, 2000).
  114. “Financial Planning” Law Made Easy (August 27, 2000).
  115. “Disability Planning,” WVNJ (September 3, 2000).
  116. “Closely Held Business Litigation and Probate Litigation,” WVNJ (September 10, 2000).
  117. “Residential and Small Business Lending,” WVNJ (September 17, 2000).
  118. “Revocable Living Trusts,” WVNJ (September 24, 2000).
  119. “Title to Assets,” WVNJ (October 1, 2000).
  120. Jewish Fed. (October 3, 2000)
  121. “Valuation Tips” Law Made Easy / WVNJ (October 6, 2000).
  122. “Business Valuations,” WVNJ (October 8, 2000).
  123. “Questions and Answers,” WVNJ (October 15, 2000).
  124. “Uses for Life Insurance in Estate Planning,” WVNJ (October 22, 2000).
  125. “Financial and Investment Planning,” WVNJ (October 22, 2000).
  126. “Financial and Investment Planning,” WVNJ (October 29, 2000).
  127. “Questions and Answers,” WVNJ (November 5, 2000).
  128. Lori Sackler, “Financial Planning,” WVNJ (November 12, 2000).
  129. “Finance for Newlyweds and Estate Tax Repeal,” WVNJ (November 19, 2000).
  130. “Wealth Transfers and Retirement Assets,” Law Made Easy LLC (November 19, 2000).
  131. “Insurance Buyout and Split Dollar Insurance Tips,” WVNJ (November 26, 2000).
  132. Lori Sackler, “Asset Allocation,” WVNJ (December 3, 2000).
  133. “Tax Oriented Investing Strategies,” WVNJ (December 10, 2000).
  134. “Philanthropic Planning,” WVNJ (December 17, 2000).
  135. “Planning the Liability Side of Your Sheet,” WVNJ (December 24, 2000).
  136. “Elder Care and Accounting Tips,” WVNJ (December 31, 2000).
  137. “Questions and Answers,” WVNJ (January 7, 2001).
  138. “Questions and Answers,” WVNJ (January 14, 2001).
  139. “Questions and Answers,” WVNJ (January 21, 2001).
  140. “Questions and Answers,” WVNJ (January 28, 2001).
  141. Lori Sackler, “Financial Planning Scenarios,” WVNJ (February 4, 2001).
  142. “Limited Liability Companies,” WVNJ (February 11, 2001).
  143. “Interview with James C. Turner of HALT,” WVNJ (February 18, 2001).
  144. “Merrill Lynch 529 Plans,” WVNJ (February 25, 2001).
  145. Lori Sackler and Ed Mullany, “Tax Reforms and Home Mortgage Finance,” WVNJ (March 4, 2001).
  146. Lori Sackler and Debra Gaynor, “Planning for IRA Distributions,” WVNJ (March 11, 2001).
  147. Lori Sackler, “Planning for Financial Uncertainty,” WVNJ (March 18, 2001).
  148. Lori Sackler, “Market Volatility,” WVNJ (March 25, 2001).
  149. “Small Business Tips,” WVNJ (April 1, 2001).
  150. Lori Sackler, “Income Tax Planning Tips,” WVNJ (April 8, 2001).
  151. Lori Sackler, “Estate Tax Planning Tips,” WVNJ (April 15, 2001).
  152. “Asset Protection,” WVNJ (April 22, 2001).
  153. “Buying a Home with Little or No Money Down,” WVNJ (April 29, 2001).
  154. “Beneficiary Workbook,” WVNJ (May 6, 2001).
  155. “Investment Basics, Part 1,” WVNJ (May 13, 2001).
  156. “Lease and Brokerage Agreements,” WVNJ (May 20, 2001).
  157. “Questions and Answers,” WVNJ (May 27, 2001).
  158. “Estate Planning for the Sopranos,” Money Matters Radio. (June 1, 2001)
  159. “Investment Basics, Part 2,” WVNJ (June 3, 2001).
  160. “Investment Basics, Part 3,” WVNJ (June 10, 2001).
  161. “Micro/Small Caps & Brazos Funds” Law Made Easy, LLC. (June 10, 2001)
  162. “Bonds – 2001 Tax Relief Act,” WVNJ (June 17, 2001).
  163. “Estate Planning After 2001 Tax Act,” WVNJ (June 24, 2001).
  164. “Estate Planning Under the New Law: Wills and Gifts,” WVNJ (July 1, 2001).
  165. “Estate Planning Without Taxes,” WVNJ (July 8, 2001).
  166. Robert A. Rabkin, “AMT Issues and Home Office Deductions,” WVNJ (July 22, 2001).
  167. Tom Brokaw’s Nightly News, “Family Values in Living Wills,” Channel 4 (August 5, 2002).
  168. NBC Today Show with Al Roker, “Estate Planning in This Environment,” Channel 4 (August 6, 2002).
  169. Dolan Show, “Estate Planning,” WWOR, New York, NY (September 4, 2002).
  170. Tiffany Solomon Interview, CNN-FM (September 5, 2001).
  171. Chris Murray Interview, “Your Financial Editor” (October 26, 2002).
  172. Bloomberg Personal Interview, Lane Bajardi (November 30, 2002).
  173. MSNBC: Live with Lisa Nelson, “Living Wills and the Story of Terry Schiavo,” MSNBC (October 23, 2003).
  174. American Morning with Vicki Sufian, “Legal Tug-of-War over Terry Schiavo’s Life and Death,” CNN (October 27, 2003).
  175. Channel 10 News, “Planning for Singles and Newly Married” Channel 10 (February 2, 2004).
  176. Your Money with Al Veshi, “Basic Types of Wills,” CNNFN (July 23, 2004).
  177. “Living Wills,” MSNBC (March 20, 2005).
  178. Joey Reynolds Show, “Living Wills,” WOR Radio (March 30, 2005).
  179. Paul Simon at Piscataway TV, “Asset Protection: Post Divorce Planning, Probate and Planning for Chronic Illness (November 6, 2006).
  180. NPR, Talk of the Nation, Neil Conan, “Leaving a Personal Legacy” (May 30, 2007).
  181. WOR Radio (May 27, 2008).
  182. Allen & Company of Florida, Inc., Laura Howley, “Dollars & Sense” (June 3, 2008).
  183. Lori Sackler, WOR (November 5, 2008).
  184. Lori Sackler, WOR (January 7, 2009).
  185. BCBA/CLE Seminar, “Powers of Attorney, Living Wills and Health Care Directives” (Feb. 24, 2009).
  186. WPUL Radio 1598, “Express Yourself: Decisions People Leave Until It’s Too Late,” Daytona Beach, FL (June 4, 2009).
  187. Lori Sackler, WOR, “The M Word: The Power of Power of Attorney” (June 7, 2009 (est.)).
  188. Dr. Nancy Link, MSNBC (August 12, 2009).
  189. Chuck Harder, For the People, TalkStar Radio Network “Estate Planning & Death Panels and Living Wills – Hyperbole vs. Fact,” Titusville, FL (August 19, 2009).
  190. AICPA, End of Life Guide SMT-RMT, Satellite Media Tour, KXL-AM, Portland, OR; WGHP (FOX), Greensboro, NC; KUSA (NBC), Denver, CO; WFTL-AM, Miami/Fort Lauderdale/West Palm, FL; Arkansas News Network, Statewide; XETV (CW), San Diego, CA; (October 21, 2009).
  191. Money Matters Radio, Estate Planning Checklist (April 26, 2010).
  192. Gary Goldberg, “The Coolest Estate Plan: ‘BDIT’” (June 21, 2010).
  193. Money Matters Radio, “How You (the Client/Customer) Can Get Hurt” (August 8, 2010 (est.).
  194. Money Matters Radio, “Checklist: Charitable Contribution Deductions,” (Sep. 17, 2010).
  195. Lori Sackler, WOR “The M Word: Money, Family and Communication- Long Term Care: Don’t Go It Alone,” (September 29, 2010).
  196. Money Matters Radio, “Make Gifts Now: 3 Ways to Beat the Psychological Barriers to Giving, Estate Planning Checklist (Oct. 11, 2010).
  197. “Asset Protection Checklist: For Regular Folk” (Oct. 31, 2010).
  198. Money Matters Radio, “Asset Protection Checklist: For Regular Folk,” (November 1, 2010).
  199. Money Matters Radio, “Last Minute Year End Moves to Make Now,” (November 22, 2010).
  200. Money Matters Radio, “Bacus Bill,” (December 6, 2010).
  201. Money Matters Radio, “$5 Million Estate Exemption – Do I Cancel my Insurance?” (December 20, 2010).
  202. Web video: Martin Shenkman, CPA/PFS, “A Golden Opportunity for Gifts,” http://www.journalofaccountancy.com/Multimedia/MartinShenkmanGifts.htm, 26 May via HootSuite, Journal of Accountancy, (May 29, 2011)
  203. JHAM Radio, “2012 Taxpayer Relief Act and Multi-Purpose Irrevocable Life Insurance Trusts (MILITs) with Martin Shenkman,” (April 23, 2013).
  204. Participated in video clip shoot to provide small 3-5 min clips of discussion on various topics, clips will be utilized as part of AICPA new Tax Course series on Estate and Tax Planning for Older Americans. This includes “Accountant’s New Role for Estate Planning,” “CPA’s role as quarterback of the estate planning team,” “How marketing estate planning is changing,” “How the 2012 tax act changed planning,” “Using the KISS principle in estate planning,” AICPA, Web video (May 21, 2013).
  205. Real Money with David Holland Radio Show. Stations: AM1380, AM1230, and AM1490. March 7, 2014.
  206. April 23, 2014: “Three Circle of Life Insurance Savings and Investments.” Guest Speaker. WVNJ 1160 AM. (CD media file saved).
  207. NBC – Desktop Video “Real Estate Week” Mar. 12, “No Year” and Mar. 13, “No Year.”
  208. “Estate Planning for the Sopranos” Money Matters Law Made Easy Press, LLC. No Date.
  209. “Avoiding Will Contests & Estate Litigation” Law Journal: The Syndicated TV Program on the Law. No Date.
  210. Money Matters Radio, “Do I still need a Bypass Trust in my Will?” (Date Unknown).
  211. Money Matters Radio, “Avoid an Estate Tax Audit” (date unknown).
  212. Money Matters Financial Network Radio Show with Gary Goldberg. (Date Unknown)

Media Quotes

  1. The Wall Street Journal, “IRAs,” May 9, 1986
  2. The Wall Street Journal, “Personal Computing ” A Taxing Matter,” June 16, 1986
  3. The Bergen Record, “Racial Covenants,” June 16, 1986
  4. The Bergen Record, “Deed Amendment,” August 10, 1986
  5. The New York Times, “Divorce,” August 17, 1986
  6. Roof to Basement, “Roofs,” September 1986
  7. The Wall Street Journal, “Kiddie Tax,” October 17, 1986
  8. The Bergen Record, “Tax Shelters,” October 22, 1986
  9. The Bergen Record, “Paper Losses,” October 22, 1986
  10. Shopping Centers Today, “Syndication,” November 1986
  11. Money Magazine, “Disappointing Facts About the New York Tax Law,” November 1986
  12. The New York Times, “Real Estate Takes It on the Chin,” November 16, 1986.
  13. The Wall Street Journal, “Cable Partnerships,” November 21, 1986
  14. Secondary Mortgage Market Analyst, “REMICS,” December 1986.
  15. LA Times, “Building Wealth,” June 21, 1987.
  16. International Herald Tribune, “Globalization,” August 11, 1987.
  17. Sylvia Porter”s Personal Finance Magazine, “Taking the Sting out of Tax Reform,” October 1, 1987.
  18. The Wall Street Journal, “Stock Crash and Wills,” November 23, 1987.
  19. Christian Science Monitor, “Post Plunge Real Estate,” December 9, 1987.
  20. The Wall Street Journal, “Day to Sell For Capital Gains,” December 23, 1987.
  21. Money Magazine, “Limited Partnerships, MLPs and REITs,” 1987.
  22. New Jersey Goodlife, “Gifts for Children,” January 1988.
  23. The Wall Street Journal, “Unmarried Purchase House,” January 20, 1988
  24. The New York Times, “Home Office,” January 31, 1988.
  25. The Bergen Record, “Unmarried Purchase House,” January 31, 1988.
  26. Sylvia Porter”s Personal Finance, “Real Estate Tax Breaks,” February 1988.
  27. Fairpress, “Real Estate,” February 4, 1988.
  28. The New York Times, “Home Mortgages,” February 14, 1988.
  29. Fortune Magazine, “Check Out Tax Breaks,” March 28, 1988.
  30. Urologist Financial Network, “Real Estate Interview,” April 15, 1988.
  31. Physicians Financial News, “Real Estate Interview,” April 15, 1988.
  32. Optical Index, “Lease Tax Interview,” April 18, 1988.
  33. Sylvia Porter”s Finance Magazine, “Land Investment,” May 1988.
  34. Universal Press Syndicate, “On Your Money,” Grace W. Weinstein, July 25, 1988.
  35. Changing Times, “Mortgage Interests,” August 1988.
  36. The New York Times, “Divorce & Real Estate,” September 25, 1988.
  37. Fortune, “Tax-Saving Places to Put a Nest Egg,” Fall 1988.
  38. Fortune, “Getting Ready for the Tax Man,” Fall 1988.
  39. CPA, “Client Bulletin,” October 1988.
  40. Accounting Today, “Tax Pro Writes His Way to Success,” October 10, 1988.
  41. The Bergen Record, “Personal Finance Guide,” October 23, 1988.
  42. Sylvia Porter”s Finance, “Real Estate for the Small Investor,” November 1988.
  43. Savvy, “Early Warning Taxes 89,” November 1988.
  44. Money, “Family Finance,” November 1988.
  45. Sylvia Porter”s Personal Finance, “Book Review,” December 1988
  46. The New York Times, “Rights to Mutual Holdings,” December 5, 1988.
  47. Jewish Standard, “Leading Real Estate Tax Lawyer Offers Advice for Homeowners and Investors,” December 30, 1988.
  48. Fortune Magazine, “Tax Shelters,” 1988.
  49. Money Guide/ Taxes, “Compromise Can Help Both Parties Win,” 1988.
  50. Wall Street Journal, “Palace Tax, Plan is Unkind to Gentry, Home Sellers Say,” January 20, 1989.
  51. The Suburbanite, “Learn all about Teaneck,” January 25, 1989.
  52. Sylvia Porter”s Personal Finance, “It”s Tax Trimming Time,” January / February 1989.
  53. Los Angles Times, “Real Estate ” Only Job-Related Moves Qualify for Tax Deductions,” February 12, 1989.
  54. Daily News, “Apartment for Wreck if Owner Goofs,” February 17, 1989.
  55. The Bergen Record, “Shifting Tides of Real Estate Investment,” March 19, 1989.
  56. The Bergen Record, “The Home as a Shelter,” April 3, 1989.
  57. The Bergen Record, “Making a Home Sale Less Taxing,” April 3, 1989.
  58. St. Petersburg Times, “How To Vol. Offers Smart Tips for Potential Buyers Low on Cash,” Robert J. Bruss, April 22, 1989, p. 278.
  59. The New York Times, “Trading Down to Live Up,” April 23, 1989.
  60. Ms., “Money ” Major Mergers,” May 1989.
  61. The Bergen Record, “Making a Home Sale Less Taxing,” May 21, 1989.
  62. Sylvia Porter”s Personal Finance, “How to Simplify Your Financial Life,” June 1989.
  63. The Bergen Record, “Real Estate- Drumming Up a Down Payment,” July 2, 1989.
  64. News Tribune, “Real Estate Tips for Would Be Homeowners,” July 9, 1989.
  65. The New York Times, “Looking Behind the Deals,” September 3, 1989.
  66. The Suburbanite, “Shenkman Feasts on Real Estate,” September 20, 1989.
  67. The Bergen Record, “Vacation Places at Bargain Prices,” October 15, 1989.
  68. Privileged Information, “How to Buy a House Book,” December 1, 1989.
  69. The New York Times, “Saving Crucial Documents,” December 3, 1989.
  70. The Bergen Record, “Real Estate – Should you Pay Mortgage Early,” 1989.
  71. The Money Guide, “Tax Tips from Buyers,” Spring 1990.
  72. The New York Times, “Putting the House in Order,” Andree Brooks, April 1, 1990, p. 7
  73. The Bergen Record, “Teamwork Has Rewards,” April 22, 1990, pp. R1, R2.
  74. Changing Times, “Home Buying ” Ways Parents Can Help,” May 1990.
  75. Family Circle, “Family Finances ” Financing Your First Home” Ken & Daria Dolan, May 15, 1990
  76. Gannett Westchester Newspapers, “Help for Home Seller in the Buyer”s Market,” May 20, 1990.
  77. The Jewish Standard, “Tax Seminar Series Begins,” May 25, 1990, p. 28.
  78. The Wall Street Journal-Money and Investing, “How to Sell Your House in a Soft Market,” May 25, 1990, p. C1.
  79. Milwaukee Journal, “Home Books,” June 24, 1990.
  80. The Milwaukee Journal, “How to Sell Your House in a Buyer”s Market,” June 24, 1990, p. 20.
  81. The New York Times, “Lessening Tax Bite on a Resale,” Andree Brooks, July 15, 1990.
  82. Midlands Business Journal, “Timely New Books Tells How to Sell a Home When There are More Sellers than There are Buyers,” July 27, 1990.
  83. Investment Vision, “Planning for Your Estate,” July/August 1990, p. 50
  84. The Bottom Line Personal, “How to Sell Your House in a Buyers Market,” August 15, 1990, pp. 7, 8.
  85. Working Woman Magazine, “Selling Your Home in a Soft Market,” September 1990, p. 88.
  86. National Business Employment Weekly, “Relocation Tips in a Sluggish Housing Market,” September 2, 1990, p. 29.
  87. The Bergen Record, Real Estate, “Those Standard Contracts ” Aren”t Lawyers, Brokers are Feuding Again,” September 16, 1990, p. R1.
  88. Changing Times Magazine, “Home Improvement Worth The Price” October 1990, p. 67. .
  89. The Jewish Standard, “Shenkman at Tax Seminar,” October 12, 1990, p. 32.
  90. Miami Herald, “How to Sell Your House in a Buyer”s Market; Years Best Real Estate Books: Practical, Helpful and Timely,” December 2, 1990.
  91. The Wall Street Journal, Money & Investing, “Making a List: Check it Twice: Tis the Season for Tax Planning,” December 4, 1990, p. C1.
  92. Practical Home Owner “Built on Barter,” January 1991.
  93. The Bottom Line Personal, “How to Do Everything Right ” Home Fix-Ups ” Should You or Shouldn”t You,” January 15, 1991, p. 6.
  94. The Wall Street Journal, Money & Investing, “Selling Home at Loss ” Double Trouble,” January 25, 1991, p. C1.
  95. News from Wiley, “Leading Real Estate Tax Lawyer Offers Advice for Home Owners and Investors,” February 1991.
  96. The New York Times, “Turning a Loss to Advantage,” Andree Brooks, February 10, 1991, Section 10.
  97. Wall Street Journal-Money and Investing, “Ode to Spring; Buyer”s Beware Home Steals,” Ellen Schultz, February 12, 1991, p. C1.
  98. American Bar Association Journal, “For Sale, No Takers,” Nancy Dunnan, March 1991.
  99. Changing Times, “How to Sell Your House-Fast!” April 1991, p. 28.
  100. The Bergen Record, “Closing in On Lawyers,” Warren Boronson, April 21, 1991.
  101. Andrews Report, “IRS Developer Rule,” Peggy Ammerman, May 1991, Vol. V, No. 5.
  102. Wall Street Journal-Money and Investing, “Is a Financial Planner Really Necessary?” May 13, 1991.
  103. Bottom Line Personal, “How to Sell Your Home if You Must Sell, But Can”t,” May 30, 1991.
  104. Redbook, “House for Sale,” September 1991, p. 78.
  105. The Bergen Record, “One Life,” September 7, 1991.
  106. Kiplinger”s Personal Finance Magazine, “How to Pay Lower Taxes,” October 1991, p. 36.
  107. Bottom Line Personal, “Why You Shouldn”t Pay Down on Your Mortgage,” November 15, 1991, p. 10.
  108. The Orlando Sentinel, “Help for Homeowners,” December 22, 1991, p. J1.
  109. Personal Advantage, “Martin Shenkman”s Strategies for Lowering Property Assessments”and Taxes,” January 1992, p. 7.
  110. The Wall Street Journal, “What the Bush Tax Plan Would Mean For You,” January 29, 1992, p. C-1.
  111. AARP Bulletin, “Tax Tip Point Way To Saving,” February 1992, p. 12.
  112. The New York Times, “All that Glitters Isn”t”” February 16, 1992, p. R5.
  113. The Bottom Line Personal, “Heard by Our Editors,” February 29, 1992, p. 7.
  114. New Choices Magazine, “Trusts and Gift Taxes,” April 1992.
  115. Bottom Line Personal, “One Step Ahead,” “Real Estate Auction Traps,” May 15, 1992, Vol. 13, p. 1.
  116. Bottom Line Personal, “One Step Ahead, Refinancing Trap,” May 30, 1992.
  117. Kiplinger”s Personal Finance Magazine, “Who Will Raise the Kids If You Can”t,” June 1992, p. 77.
  118. Bottom Line Personal, “Buy or Rent?” June 30, 1992, Vol. 13, No. 12.
  119. Wall Street Journal, “Taking Financial Steps for Terminally Ill,” July 2, 1992
  120. Bottom Line Personal, “Heard by Our Editors, Refusing an Inheritance,” July 30, 1992, p. 4.
  121. Bottom Line Personal “Heard by Our Editors, Buying the Right Grade of Home Owner”s Insurance,” August 15, 1992. .
  122. The Sunday Record, “These Tools Help Build the Future for Your Heirs,” Aaron C. Elson, October 18, 1992.
  123. The Sunday Record, “A Look at Living Wills and Living Trusts,” Aaron C. Elson, October 18, 1992.
  124. The New York Times, “Tax Planning: How to Apply the Law,” December 13, 1992, p. 3.
  125. The New York Times, “Home Offices, Taking a Tax-Deduction,” Andree Brooks, January 24, 1993, p. 5.
  126. The Sunday Record, “Investment Mailbag, Living Trusts” February 14, 1993, p. B1.
  127. The Wall Street Journal, “Be Ready to Revise Investment Strategies in Light of President”s Economic Plan,” February 19, 1993, p. C1.
  128. The Wall Street Journal, “Plan to Lift Top Tax Rate Will Resurrect Tax Shelters,” February 19, 1993, p. A8.
  129. The Sunday Record, “News Bad for Rich, Good for Advisors,” February 21, 1993, p. A11.
  130. Parents Magazine, “How to Afford Your First Home in Today”s Economy,” Roy DeLaMar, March 1993, p. 38.
  131. Woman”s Day, “Avoiding Real Estate Pitfalls,” Debra Englander, April 6, 1993, p. 32.
  132. Spirit, “Hitting Home,” Margaret Opsata, May 1993, p. 20.
  133. Worth Magazine, “Fighting Property Tax Assessments,” Margaret Opsata, May 1993.
  134. The Wall Street Journal, Money and Investing, “Insurance Agents Find Profit in Estate-Tax Fear,” Karen Slater Damato, May 21, 1993, p. C1.
  135. The New York Times, Your Money, “Q&A ” Generation Skipping Tax,” Leonard Sloane, May 22, 1993.
  136. The Teaneck Suburbanite, “Tips Given to Network,” Rhea C. Levy, June 23, 1993, p. 44.
  137. Bottom Line Personal, “The Most Common Retirement Traps,” June 30, 1993, p. 7.
  138. The New York Times, “Choosing the Right Person to Manage Your Will,” August 14, 1993, p. 31.
  139. The New York Times, “The New Tax Legislation Has Some Silver Lining for 1992 Returns,” Leonard Sloane, August 28, 1993, p. 31.
  140. Nation”s Business, “Don”t Neglect the Next Generation,” Joan Szabo, September 1993, pp. 33, 34.
  141. The Wall Street Journal, “Relying on a Referral for an Expert Could be Hazardous to Your Wealth,” Karen Slater Damato, September 17, 1993, p. C1.
  142. Medical Economics, “Budget Act,” September 27, 1993, p. 19.
  143. New Choices Magazine, “The Smartest Strategy for Leaving Money to Your Grandchildren,” Donald Jay Korn, October 1993, p. 32.
  144. The New York Times, “Softening a Move”s Tax Bite,” Andree Brooks, November 7, 1993, p. 5.
  145. The Wall Street Journal, “Ten Tricks to Avoid When Coming to Terms with the New Tax Law,” Lynn Asinof, November 18, 1993, p. C1.
  146. The Bergen Record, “Investment Mailbag-Living Trusts,” November 21, 1993, p. B1.
  147. Bottom Line, “One Step Ahead,” November 30, 1993, Vol.14, p. 1.
  148. Medical Economics, “Has Real Estate Ever Been This Enticing?” Rebecca Lewin, December 13, 1993, p. 51.
  149. The Wall Street Journal, Money & Investing, “Resolutions to Help You Through a New Year,” Lynn Asinof, December 31, 1993, p. 15.
  150. Nation”s Business, “Tax Changes That Are Welcome,” Joan C. Szabo, January 1994, p. 38.
  151. New Choices, “Is It Time for Your to Move? What You Need to Know Before You Decide,” Debra Wishik Englander, January 1994.
  152. The New York Times, “Family Troubles Erupt Over Use of Gift Account,” Andree Brooks, January 1, 1994, p. 41.
  153. The New York Times, “Sidestepping Estate Taxes,” Leonard Sloane, January 1, 1994, p. 41.
  154. Bottom Line Personal, “One Step Ahead,” January 1, 1994, Vol. 15, No. 1, p. 1.
  155. Kiplinger”s Personal Finance Journal, “Saving in Your Child”s Name,” Janet Bodnar, February 1994, p. 85.
  156. Supplement to The New York Times, “Retirees: Don”t Ignore the New Tax Law,” Jason Forsythe, February 13, 1994, p. 8.
  157. Supplement to The New York Times, “Paying for College: Start a Fund Early and Invest Regularly,” Jason Forsythe, February 13, 1994, p. 11.
  158. The Wall Street Journal, “There”s Still Some Time to Take Action if You Want to Save on Trust Taxes,” Lynn Asinof, February 24, 1994, p. C1.
  159. Bottom Line Personal, “Better Estate Planning,” March 1, 1994, Vol. 15, No. 5.
  160. The Wall Street Journal, “Unmarried Couples Can Face Tricky Financial Planning,” Deborah Lohse, March 29, 1994, p. C1.
  161. Kiplinger”s Personal Finance Magazine, “Guarding Your Assets with a Life-Insurance Trust,” Tom Philpott, April 1994, p. 115.
  162. Financial Planning, “The Power of Pre-Nuptials; Tying Up Loose Ends Before a Client Ties the Knot is More Important Than Ever,” Donald Jay Korn, May 1994, pp. 46-48.
  163. Bottom Line Personal, “Better Estate Planning,” May 15, 1994, Vol. 15, No. 10, p. 1.
  164. Personal Advantage, “When to Name a Financial Institution as an Executor or Trustee,” June 1994, p. 8.
  165. Your Money, “Why Now is the Time to Plan Your Estate,” Marla Brill, June 1994, p. 57.
  166. The New York Times, “Picking The Best Broker,” Andree Brooks, June 12, 1994, p. 5.
  167. Bottom Line Personal, “Joint Bank Accounts,” July 1, 1994, p. 15.
  168. The Star Ledger, “Prearrange Power of Attorney,” Vivian Mariano, Associated Press, July 11, 1994, p. 23.
  169. Bottom Line Personal, “Lower Estate Taxes,” July 15, 1994, Vol. 15, No. 14, p. 1.
  170. The Wall Street Journal, “Don”t Ignore Tax-Free: Step Up as a Way to Pass Money to Heirs,” Ellen Schultz, August 5, 1994, p.C1.
  171. U. S. News & World Report, “Putting the Cuffs on Junior,” August 8, 1994, p. 72.
  172. Bottom Line Personal, “Before Naming an Executor,” August 15, 1994, Vol. 15, No. 16, p. 15.
  173. The Wall Street Journal, “Simple Steps that Can Save Thousands of Dollars,” September 2, 1994, p. C1.
  174. The Wall Street Journal, “Money Blunders of Otherwise Intelligent,” September 23, 1994, p. C1.
  175. The Wall Street Journal, “Go Ahead! Pitch the Junk and Get Organized,” September 30, 1994, p. C1.
  176. Bottom Line Personal, “Trusts, Trusts & Trusts,” October 1, 1994, Vol. 15, No. 19, p. 7.
  177. USA Today, “What”s the Uniform Gift to Minor”s Act?” Edmund Walsh, October 24, 1994, p. 3B.
  178. Bottom Line Tomorrow, “Estate Tax Savings,” December 1994, p. 3.
  179. The New Jersey Lawyer, “Where There”s a Will”There”s Hardly a Lawyer,” Rocco Cammarere, December 5, 1994, Vol. 3, No. 49, p. 1.
  180. Bottom Line Personal, “Update Estate Documents,” December 15, 1994, Vol. 15, No. 24, p. 1.
  181. Fortune-Investors 1995 Guide, “Who Will Inherit Your Wealth,” Louis S. Richman, December 26, 1994, p. 125.
  182. Money Magazine, “What Every Investor Must Know Now About Taxes,” Vanessa O”Connell, January 1995, p. 94.
  183. The Wall Street Journal, “Perception vs. Reality,” Lynn Asinof & Earl C. Gottschalk, Jr. January 1995.
  184. The Wall Street Journal, “Your Financial Endgame Begins With a Will,” Lynn Asinof, January 6, 1995, p. C1.
  185. The Wall Street Journal, “Trust Funds are Just for the Rich? Think Again,” Lynn Asinof, January 9, 1995, p. C1.
  186. The Bergen Record, “Home-Office Deduction Dealt Setback,” Thomas Zambito, January 13, 1995, p. D-5.
  187. NAPFA News, “Brochure Provides Emergency Information,” Faye Kathryn Doria, February 1995, p. 13.
  188. Bottom Line Tomorrow, “Tax-Wise ways to Make the Most of Your Home During Retirement,” February 1995, p. 7. (Also found in article #615)
  189. The Wall Street Journal, “Tips to Follow For Preventing an IRS Audit,” Deborah Lohse, February 21, 1995, p. C1.
  190. The New York Times, “Tax Deals on Homes Can Often Backfire,” Nick Ravo, March 11, 1995, p. 36.
  191. The Wall Street Journal, “If Your Life Isn”t Typical, Here”s How to Plan,” Lynn Asinof, March 17, 1995, p. C-1.
  192. The Wall Street Journal, “Building a Solid Safety Net Is Crucial, And You Have to Think Long Term,” Lynn Asinof, March 17, 1995, p. C22.
  193. The Wall Street Journal, “Examine Resources and Demands, Then Set Priorities,” Lynn Asinof, March 17, 1995, p. C22.
  194. Kiplinger”s Personal Finance Magazine, “Down by the Seashore,” Elizabeth Razzi, April 1995, p. 59.
  195. The Bergen Record, “Nearly 1 Million N. J. Families Would Get Tax Cut for Children,” April 7, 1995, p. A-10.
  196. Wall Street Journal, Money and Investing, “Checks and Balances Are a Must with Trusts,” Nancy Ann Jeffrey, June 16, 1995, p. C20.
  197. Bottom Line Personal, “Mistakes to Avoid When Choosing a Guardian for Your Child,” July 15, 1995, Vol. 16, No. 14, pp. 6, 7.
  198. Kiplinger”s Personal Finance Magazine, “Put Your Trust in Trusts,” Ronaleen R. Roha, August 1995, pp. 83-93.
  199. Lawyers Weekly, Trustee Can Be Changed; No Problem for Estate Tax,” James L. Dam, August 28, 1995, pp. 1.
  200. Wall Street Journal- Money and Investing, “Spouse”s Citizenship is Critical in Estate Plans,” Lynn Asinof, September 1, 1995, p. C1.
  201. Bottom Line Personal, “A Durable Power of Attorney,” October 15, 1995, Vol. 15, No. 20, p. 1.
  202. The Bergen Record, “Dealing with Death and Taxes,” Lauren Coleman-Lochner, November 12, 1995, p. B1.
  203. Medical Economics, “Moves to Make Before You”re Sued,” Brad Burg, November 13, 1995, pp. 57-69.
  204. The Bergen Record, “Happy Neat Year,” Hali Helfgott, January 1, 1996, p. B1.
  205. Bottom Line, “Estate Planning Strategy,” January 15, 1996, p. 15.
  206. “How to Protect Yourself and Your Heirs with Trusts,” Bottom Line Tomorrow, March 1996, Vol. 4, No. 3 pp. 5-7 March 1996.
  207. Bottom Line Personal, “Biggest Estate-Planning Mistakes”And How to Do Everything Right,” March 15, 1996, Vol. 17, No. 6, pp. 7-8.
  208. Investor”s Business Daily, “The Benefits of Planned Charitable Giving,” Grace W. Weinstein, April 23, 1996, p. A1.
  209. Wall Street Journal, “Family Limited Partnerships Can Be Dysfunctional,” Lynn Asinof, April 26, 1996, p. C1.
  210. Lawyer”s Weekly U. S. A. , “QPRTs Assailed by New IRS Reg,” James L. Dam, May 6, 1996, p. 1.
  211. Reader”s Digest: New Choices, “Why do you need a power of attorney,” Grace W. Weinstein, date June 1996.
  212. The New York Times, “The IRS Closes a Loophole,” Jay Romano, June 16, 1996.
  213. The Star Ledger, “It”s Not Just for Millionaires,” David W. Kennedy, June 17, 1996.
  214. The New York Times, “Specs: Spare the Caution, Spoil the Sharing,” Thomas Vinciguerra, June 20, 1996, p. C9.
  215. The New York Times, “Real Estate Q& A,” June 23, 1996, pp. 9, 10.
  216. Bottom Line Personal, “”And Your Money,” July 15, 1996, p. 15.
  217. Serving Elderly Clients, “Despite Recent IRS Ruling QPRTs Might Be Right For You,” August 1996, Vol. 3, Issue 4, p. 6.
  218. Bottom Line Personal, “” And Your Money,” August 1, 1996, p. 15.
  219. Jewish Standard, “Charitable Trusts: A Way to Both Give and Receive,” Jane Calem Rosen, August 23, 1996, p. 7.
  220. Detroit Free Press, “IRS Has Best Hand in Gambling Disputes,” Julian Block, September 12, 1996, p. 3G.
  221. Bottom Line Personal, “One Step Ahead, Practical Emergency-Fund Strategy,” September 15, 1996, Vol. 17, No. 18, p. 1.
  222. Worth – Personal Adviser-Trusts and Estates, “Trust, But Verify,” Claire Poole, November 1996, pp. 149-152.
  223. Medical Economics, “How Second Marriages Change the Rules,” Brad Burg, November 11, 1996, pp. 120-136.
  224. Lawyers Weekly USA, “Boiler Plate in Wills Cause More Problems, Hot Issue for the IRS,” James L. Dam, November 18, 1996, p. 1.
  225. Bottom Line Personal, “”And Your Money, Downside to Joint Ownership,” December 1, 1996, Vol. 17, No. 23, p. 15.
  226. The New York Times, “For Wealthy Americans, Death is More Certain than Taxes” Christopher Drew & David Cay Johnston, December 22, 1996, p. 1.
  227. Kiplinger”s Retirement Report, “Three Ways to Avoid Trustee Problems in Irrevocable Trusts,” January 1997, Vol. 4, No. 1, p. 5.
  228. “Power of Attorney,” Bottom-Line Personal, January 1, 1998.
  229. “Better Tax Shelter for a Home,” Bottom Line Personal January 15, 1998, Vol. 19, No. 2, p. 16
  230. The Wall Street Journal- Money and Investing, “Drowning in Your Financial Paperwork? Here is How to Get Yourself Organized,” Lynn Asinof, January 17, 1997, p. C1.
  231. St. Petersburg Times, “Organize Tax Papers Before It”s Too Late,” January 26, 1997, p. 5H.
  232. The New York Times, “Tax Breaks on Selling a House,” Jay Romano, February 2, 1997, p. R3.
  233. Financial Planning, “Insurance – Step Carefully,” Donald Jay Korn, March 1997, pp. 113-116.
  234. Moneysworth, “No Room For Error: The Legal Documents That Every Adult Needs Now,” March 1997, p. 4.
  235. The Wall Street Journal, Money and Investing, “Looking Ahead: Tax Time is also a Time to Buff Up Your Overall Financial Plan,” Lynn Asinof, March 14, 1997, p. C1.
  236. The New York Times, “The Issue of Taxes and Selling,” Jay Romano, March 30, 1997, p. R3.
  237. Bottom Line Personal, “The Most Important Advice We Can Give to Our Children,” April 15, 1997, pp. 13″14.
  238. Tax Hotline, “Heard By Tax Hotline Editors,” May 1997, p. 1.
  239. Moneysworth, “Keeping What”s Yours. Inheriting a Home? Valuable Tax Angels,” May 1997, pp. 4″5.
  240. Working Mother, “Managing Stepfamily Finances,” Deborah A. Wilburn, May 1997, pp. 14-18.
  241. The Wall Street Journal, “Estate Tax Relief Could Help Many Who Aren”t Deemed Rich,” Lynn Asinof, May 6, 1997, p. C1.
  242. Investors Business Daily, “The Items You Should Never Put In a Will,” Grace W. Weinstein, June 1997.
  243. Lawyers Weekly USA, “Estate Planning Changed by Congress,” Susan A. Bocamazo, August 11, 1997, Issue 97-16.
  244. “When Setting Up a Trust,” Bottom Line Personal, September 1, 1997, p. 4.
  245. The New York Times, “For Family (Tax) Shelter, The Rules Have Changed,” Jay Romano, October 12, 1997.
  246. Medical Economics, “Avoiding Disputes: It Takes More Than a Will,” Brad Burg, Senior Editor, November 10, 1997.
  247. “To Profit From New Tax Law Changes Estate Plans Fast,” Bottom Line Personal, November 15, 1997, Vol. 18, No. 22, p. 6.
  248. Bottom Line Personal, “Life Insurance to Meet Your Very Specific Needs,” December 1, 1997, p. 6.
  249. Bottom Line Personal, “One Step Ahead,” December 15, 1997, Vol. 15, No. 4, p. 1
  250. The Wall Street Journal, “Your Money Matters: Weekend Report: A 1998 Game Plan for Your Personal-Finance Goals,” December 26, 1997.
  251. Bottom Line Personal, “Power of Attorney,” January 1, 1998.
  252. Bottom Line Personal, “Better Tax Shelter for a Home,” January 15, 1998.
  253. The New York Times, “Tax Law on Sales,” by Jay Romano, January 18, 1998, Real Estate Section, p. 3.
  254. The New York Times, “Your Home: Fine Print in Gains Tax Exclusion,” Jay Romano, January 18, 1998.
  255. Lawyers weekly USA, “Family Limited Partnerships and LLCs Face New Tax Danger,” James L. Dam, January 26, 1998.
  256. Time and Money, “Avoid Estate Planning Mistakes,” Grace w. Weinstein, February 5, 1998.
  257. Retire with Money, “The Smart Way to Choose the Manager for Your Assets” Denise Toplonicki, February 28, 1998.
  258. “Best Ways to Use a Safety Deposit Box,” Bottom Line Tomorrow, May 1998, Vol. 6, No. 5, p. 4.
  259. “Very Valuable Estate Planning Opportunities Under the New Tax Law,” Bottom Line Personal, May 15, 1998. Vol. 19. No. 10. P. 5.
  260. Investor”s Business Daily, “How Does the Bull Market Affect Estates?” Grace W. Weinstein, May 19, 1998.
  261. The Bergen Record, “Generous Awards, Charitable Trusts Pay,” Kathleen Lynn, May 27, 1998.
  262. Spirit, “Little Things Mean a Lot,” Margaret Opsata, June 1998.
  263. Investors Business Daily, “Should You Put Your Assets in a Trust,” Grace W. Weinstein, June 19, 1998.
  264. Daily Record, Morris County, “To Find a Lawyer, Should You Go by the Book?” Warren Boronson, July 17, 1998.
  265. The New York Times, “Real Estate New Jersey- Reducing Taxes on Estates,” Q&A Article on QPRTs, August 2, 1998.
  266. Medical Economics, “Things You”d Better Know About Your Parents” Finances,” Brad Burg, November 9, 1998.
  267. Moneysworth, [Article name unknown], November 16, 1998.
  268. Bottom Line Tomorrow, What Beneficiaries Need to Know,” January 1999, p. 3
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  270. The Jewish Standard, “The Lunch Bunch,” Rachel Lawrence, February 12, 1999, p. 8.
  271. Kiplinger”s Retirement Report, “Reg. Permits Post-Death Estate Planning,” March 1999, p. 12.
  272. Bottom Line Tomorrow, “Hot ” A Fireproof Safe Home,” March 1999, Vol. 7, No. 3, p. 1.
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  274. Bottom Line Personal, “It”s Estate-Planning Updating Time,” April 15, 1999, p. 7. Vol. 20. No. 8
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  276. The New York Times, Sunday Edition, Real Estate Section, “Choosing the House Over the Address,” Lisa Prevost, May 9, 1999.
  277. “Estate Planning Alert,” Bottom Line Business July 1999. p. 14.
  278. “Estate Planning Alert,” Bottom Line Business July 1999. p. 15.
  279. The Wall Street Journal, Money & Investing Section, “New Laws May Lift Trust-Fund Returns,” Ruth Simon, July 22, 1999.
  280. Get Up and Go, “Giving the Gift of a Home,” Leonard Sloane, August 1999.
  281. The Wall Street Journal, “Financial Planning Through the Ages,” Karen Slater Damato, September 1999.
  282. Investors Business Daily, “Net Returns: Planning to Give All Power to the Attorney,” Grace W. Weinstein, September 22, 1999.
  283. Tax Hotline, Estate Planning Hotline, “Estate Planning for Retirees New Thinking Needed Now,” November 1999.
  284. Bottom Line Personal, “The Lawyer Who Writes Your Will Does Not Have to Be Named Its Executor,” November 15, 1999.
  285. The Wall Street Journal, Personal Finance Section, “Speaking the Unspeakable,” Ruth Simon, November 29, 1999.
  286. Bottom Line Personal, “How You Can Win Big by Giving Up,” December 1999, p. 2.
  287. Sun Sentinel, “Ask Dow Jones,” December 12, 1999, p. 8F
  288. The New York Times, “How Tax Reform is Reshaping Divorce,” Deborah Rankin, 1999.
  289. The New York Times, “Talking Divorce: Keeping Taxes Minimal,” Andree Brooks, 1999.
  290. Bottom Line Tomorrow, “Disclaim An Inheritance If You Do Not Want It,” January 1, 2000, p. 3.
  291. Bottom Line Personal, “Estate Planning Happiness,” January 15, 2000, p. 5.
  292. Bloomberg Personal Finance, “Hand Over the Goods,” Carole G. Gould, January/February 2000, p. 108.
  293. Bottom Line Business, “Secrets of Successful Succession Planning,” February 2000, Vol. 29, No. 2, p. 9.
  294. New Choices, “Why You Need a Power of Attorney,” Grace W. Weinstein, March 2000, p. 74.
  295. Tax Hotline, “Estate Planning for Your Collectibles,” March 2000, p. 11.
  296. Financial Planning, “Middle-Income Investors Flock To Trusts,” Eva Marer, March 2000, p. 64.
  297. Bottom Line Personal, “When You Move to Another State,” March 15, 2000, p. 15.
  298. Lawyers Weekly USA, “Tax Court Nixes Family Partnership,” Jennifer W. Mathews, March 20, 2000, p. 1
  299. Money, “Preserve Health,” Leslie Haggin, April 2000.
  300. Kiplinger”s Retirement Report, “Estate Planning ” Make a Trust Work Better for Your Spouse,” April 2000, p. 11
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  302. Bottom Line Personal, “Family Limited Partnerships,” April 11, 2000, p. 16.
  303. Time, “Of Man”s Estate,” Dan Kadlec, May 7, 2009.
  304. Bottom Line Business, “How To Prepare,” June 2000, p. 13.
  305. Tax Hotline, Charity Hotline, “Wiser Bequests,” June 2000, p. 7.
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  307. Financial Times, “Estate Tax Power: To Plan or Not To Plan,” Grace W. Weinstein, July 22-23, 2000.
  308. Lawyers Weekly, “Partnership Interest Discounted at Death,” July 24, 2000, p. 2
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  311. Bottom Line Personal, “Use Technology Only If It Boosts Your Efficiency,” August 1, 2000, Vol. 21, No. 15, p. 10.
  312. Bottom Line Personal, “Be Careful When Setting Up Irrevocable Trusts,” August 15, 2000, Vol. 21, No. 16, p. 11.
  313. Bottom Line Business, “Give Your Home to Your Children,” September 2000, Vol. 29, No. 9, p. 13.
  314. Bottom Line Personal, “How to Ensure Lifetime Care for a Child with Special Needs,” September 15, 2000, Vol. 21, No. 28, p. 7.
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  316. Investment Advisor, “You Can Take it with You,” Stuart Wise, November 2000, p. 76.
  317. The Bergen Record, “Financial Organizing for the Inevitable: Several Workbooks Aid Estate Planning,” Kathleen Lynn, pp. B1, B3. December 2000.
  318. Tax Hotline, “How To Make the Most of Estate Tax Breaks While You Can,” January 2001, Vol. 21, No. 1, p. 3.
  319. Bottom Line Personal, “Wiser Ways to Organize & Run & Enjoy a Home Based Business ” More Profitable Too!” January 15, 2001, Vol. 22, No. 2, p. 7.
  320. The Wall Street Journal, “Leave All Your Money to Your Children,” January 29, 2001, p. R11, 310.
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  322. Bride”s Magazine, “Avoid Getting Ripped Off After the I Do”s ” 5 Marriage and Money Shocker”s,” Beth Koblinger, February/March 2001, pp. 178-186.
  323. Kiplinger”s, “Family Finances ” Splitting the Retirement Nest Egg During a Divorce Isn”t Easy,” Courtney McGrath, p. 104. March 2001.
  324. Tax Hotline, Estate Planning Hotline, “Important Estate Planning Strategies for Mid-Level Estates,” March 2001, p. 13.
  325. Bottom Line Personal, “”Very Very Personal, A Living Together Contract,” March 15, 2001, Vol. 22, No. 6, p. 15.
  326. Money Magazine, “Taxes ” Estate Plans to Make Right Now,” Leslie Haggin Geary, May 2001, p. 117.
  327. Medical Economics, “Tiny Mistakes That Can Cost Your Heirs a Fortune,” Brad Burg, May 21, 2001, pp. 92-98
  328. Bottom Line Personal, “Estate-Planning Happiness, Happier Children, Happier You, No More Family Squabbles”, May ” June 2001.
  329. Bottom Line Tomorrow, “Providing for a Beloved Pet,” June 2001, p. 14.
  330. Kiplinger”s Retirement Report, “Estate Planning: Planning in The Face of Uncertainty,” August 2001, p. 7.
  331. The Sunday Record, Business Extra, “No Deduction is Allowed for Estate Taxes Paid,” October 10, 2001, p. 6.
  332. Bottom Line Personal, “Estate Planning for Singles and Unmarried Couples,” October 15, 2001, p. 7.
  333. Lawyers Weekly, USA, “More Estate Planners are Using Trust Protectors,” October 29, 2001, p. 14.
  334. New Jersey Lawyer, “Telling Sign of The Times: Rush to Write Wills,” Mary Lou Parker, November 5, 2001, Vol. 10, No. 45, p. 1.
  335. The Wall Street Journal, “Heir Today”The Confusion Over Estate Tax Law May Lead Many to Wait Until the Dust Settles. That Would Be A Mistake,” November 26, 2001, p. R8.
  336. The Bergen Record, “Investment Mailbag ” Mortgage Rates are Available in Many Places,” November 25, 2001.
  337. Bottom Line Tomorrow, “Are Your Papers in Order,” December 2001, p. 2.
  338. The Bergen Record, “Planning for the Inevitable is in Vogue,” January 13, 2002, pp. 1, 8.
  339. Bottom Line Tomorrow, “Estate Administrators Trap,” February 2002, Vol. 10, No. 2, p. 1.
  340. CPA Wealth Provider, A Supplement to Accounting Technology, Accounting Today and Practical Accountant, “Extracting Wealth,” Howard W. Wolosky, April 2002, p. 22.
  341. Money Magazine, “Don”t Let Divorce Derail Your Finances,” Leslie Haggin Geary, May 1, 2002.
  342. The Real Estate Professional, Book Review, “The Home Owner”s Legal Bible,” Dr. Kenneth W. Edwards, May/June 2002.
  343. “Executor”s Trap” Bottom Line Business June 2002, Vol. 22. No. 6.
  344. The Wall Street Journal, “Gaining Tax Breaks with 529 Plans,” Lynn Asinoff, July 2, 2002, p. D2.
  345. Bottom Line Personal, “Secure Your Family”s Future, Wise Changes to Make Now,” July 15, 2002, p. 7.
  346. Wall Street Journal, “Market Victim: Your Inheritance, Stock Turmoil Disrupts Huge Wealth Transfer to Baby Boomers, Rethinking Estate Plans,” Kelly Greene, August 6, 2002, p. D1.
  347. Wall Street Journal, “Stocks, Quake May Put Life Insurance Askew,” Kelly Greene, August 24, 2002.
  348. Readers Digest, “Estate Planning in a Pinch,” September 2002, p. 189.
  349. Money Magazine, “Protecting Your Future, Questions 26-30, What”s The State of Your Estate?” Fall 2002, p. 71.
  350. Tax Hotline, “Heard by Tax Hotline Editors, Don”t Rush to Set Up A Section 529 College Savings Plan,” October 2002, p. 1.
  351. Money, “Taxes: All in the Family,” Leslie Haggin Geary, October 2002, p. 137.
  352. Private Asset Management, “NJ Lawyer Invokes Sopranos,” October 28, 2002, p. 11.
  353. Money Magazine, “Our Advice,” November 2002, p. 81.
  354. BottomLine, “Estate Planning for these Terribly Tricky Times,” November 2002, p. 9.
  355. Kiplinger”s Personal Finance Magazine, “Your Will Be Done, A Simple Document Gives You Powerful Control Over the Future,” Ronaleen R. Roha, p. 82. November 2002.
  356. Financial Planning, “Estate Planning: What”s In and What”s Out,” by Donald Jay Korn, December 2002, p. 94.
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  358. Wall Street Journal, Personal Journal, “Trust-Fund Kids Get Assertive in Down Market,” Kelly Greene, Ruth Simon, Anne Marie Chaker, December 17, 2002, p. 1.
  359. Bottom Line Personal, “State Death Taxes, Beware,” January 15, 2003, p. 13.
  360. Money Magazine, “Like A Soldier Off to War, You Can Make Sure Your Finances Survive Your Absence,” Jean Chatzky, April 2003.
  361. Bloomberg Wealth Manager, “Estate Planning is a Hard Topic”,” Deborah Jacobs, April 2003.
  362. Time Inside Business, “Your Battle Plan,” Jean Chatzky, April 2003
  363. Private Equity, “On Wall Street,” Rebecca McReynolds, May 2003.
  364. Tax Hotline-Kiplinger”s, “Limited Liability Companies (LLCs),” May 2003, Vol. 23, No. 5, p. 1.
  365. The New York Times, “Sheltering Profits from Home Sales,” Jay Romano, May 18, 2003, p. 5.
  366. Reader”s Digest: RD Money, “Easing Your Mate”s Money Angst,” July 2003, p. 186.
  367. Bottom Line Personal, “About Your Money: To Make a Large Charitable Donation Without A Lot of Cash,” July 1, 2003, p. 15.
  368. Westways, Southern California”s Lifestyle Magazine, “Show Me the Money (How To Create a Team of Financial Pros),” Leslie Haggin Geary, July/August 2003, p. 67.
  369. Bloomberg Wealth Manager, “Prettier Picture,” Deborah L. Jacobs, July/August 2003, p. 46.
  370. The New York Times, “Your Home: Bequeathing a House to Children,” Jay Romano, August 3, 2003.
  371. The Journal News, “Dividends Are Now Taxed at Lower Rates Than Salaries,” Julian Block, August 10, 2003.
  372. U.S. News & World Report, “Death Takes a Holiday,” Jodie T. Allen, August 25, 2003, p. 24.
  373. Bottom Line Personal, “Your Legacy: Very Wise Ways to Revise Your Will,” September 1, 2003, p. 6.
  374. Bottom Line Tomorrow, “Fund Charitable Bequests with Life Insurance,” November 2003, p. 3.
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  376. NAPFA Advisor, “Tips for Advising Clergy Clients,” December 2003, p.4.
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  380. Bottom Line Personal, “Living Trust Scams,” April 1, 2004, p. 6.
  381. Tax Hotline, Family Hotline, “Make Loans to Heirs, Not Gifts,” May 2004, p. 7.
  382. Bottom Line Personal, “Legal Protection for Unmarried Couples,” May 1, 2004, p. 8.
  383. The New York Times, “Giving Away the House as Strategy,” Jay Romano, May 30, 2004, p. 5.
  384. Bottom Line Tomorrow, “Living Wills and Health Care Proxies”You Really Must Have Both,” July 2004, p. 5.
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  386. Bergen Health & Life, “Is A Living Will For You,” August/September 2004, p. 21.
  387. Bottom Line Personal, “Self-Defense: Smart Strategy for Transferring Wealth,” October 1, 2004, p. 11.
  388. Bottom Line Personal, “How To Hire a Great Lawyer Without Breaking The Bank,” October 15, 2004, p. 5.
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  392. Bottom Line Personal, “Basics For Good End of Life Care,” January 15, 2005, p. 15.
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  394. Ladies” Home Journal, “Protect Your Family”s Financial Future,” Marion Asnes, March 2005, p. 76.
  395. Bottom Line Tomorrow, “Planning: Make a Bequest to Charity,” March 2005, p. 15.
  396. Worth, “Trust Busting: Firing Trustees is a Difficult but Often Necessary Solution When They Persistently Clash with Beneficiaries,” Fran Hawthorne, pp. 110-113. March 2005.
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  399. Bottom Line Personal, “A Charitable Gift Annuity,” June 1, 2005, p. 15.
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  402. Bottom Line Personal, “Planning Pays: Personal Trusts ” Not Just for the Wealthy Anymore,” September 1, 2005, Vol. 26 No. 17, p. 8.
  403. Lawyers Weekly USA, In Practice, “Estate Planning Finds Religion,” Nora Lockwood Tooher, January 30, 2006, p. 16.
  404. Missouri Lawyers Weekly, “Religious Beliefs Becoming Accepted Part of End of Life Legal Needs,” Nora Lockwood Tooher, February 27, 2006.
  405. Podiatry Online, “Choosing Your Podiatry Practice”s Corporate Structure,” Mark Terry, March 2006.
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  407. Investors Business Daily, “Use A Living Trust to Dodge Probate,” Donald Jay Korn, March 20, 2006.
  408. Kiplinger”s Personal Finance, Your Money, “Five Ways to Prepare for the Unthinkable,” Mary Beth Franklin, March 23, 2006.
  409. Doctor”s Digest, “Financial Planning: Tax Law Uncertainty,” March/April 2006, pp. 150-153.
  410. Kiplinger”s, “Family Finances- Raising children alone puts you on a financial tightrope without a safety net” April 2006.
  411. Financial-planning.com, “The Healthcare Cost Crisis: “Critical Coverage,”” Ed McCarthy, April 1, 2006.
  412. The Bergen Record, Business, “Your Money ” Consolidate Accounts to Make it Easy on Your Heirs,” Kathleen Lynn, April 5, 2006, p. B2.
  413. Businessweek, “Buy the Nest, Keep the Egg” Unknown Author, May 1, 2006.
  414. NSNBC Newsweek, “Money Guide: Getting Into the Game,” Jane Bryant Quinn, May 15, 2006.
  415. The Wall Street Journal, “Inheritance Planning Without Grief,” Rachel Emma Silverman, May 27, 2006.
  416. Success, “How to Shield Wealth from Fortune Hunters,” Summer 2006.
  417. About our Children, “Appointing a Guardian for your Children,” by Kimberley Mendelsohn, July/August 2006, Vol. 3, No. 11.
  418. SmartMoney. com, “The Risk Reward,” by Will Swarts, August 18, 2006.
  419. Jewish Standard, “Taking “Simple Steps” to Plan for the Future,” Lois Goldrich, September 1, 2006, p. 13.
  420. The New York Times, “Can a Co-op Assessment Be Added to the Tax Basis?” September 3, 2006, p. 10.
  421. “If You”re Asked to be a Trustee”When to Say No, How to Protect Yourself if You Say Yes,” BottomLine Personal, Vol. 28, No 18. September 15, 2007.
  422. Kiplinger”s Personal Finance, “Finding the Right Pro,” Anne Kates Smith, September 18, 2006.
  423. The Bergen Record, “Estate Planners Report Surge in Interest From Younger Clients,” September 26, 2006, p. 7
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  426. Smart Money, “Advisor Polygamy,” Will Swarts, October 20, 2006.
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  428. Wall Street Journal, Personal Finance: Ask Encore/Focus on Retirement, “Trust is Safer Than Annuity As Gift for a Spendthrift Heir,” Kelly Greene, October 28, 2006.
  429. Your Money, “Estate Planning: Sometimes a Power of Attorney Doesn”t Carry Much Clout,” Steven T. Goldberg, November, 2006, p. 92.
  430. Wealth Manager, “Doctors in the House: Physicians Can Be Rewarding Clients,” Grace W. Weinstein. November 2006.
  431. New Jersey Law Journal, “Lost in Cyberspace: Firms Must Make Sure Their Web Sites Can be Found,” Margot W. Teleki, November 13, 2006.
  432. “Safeguard Your Life Savings Before Its Too Late,” Bottomline, November 15, 2006. p 3.
  433. Bankrate.com, “8 Steps for Managing Parents” Finances,” Teri Cettina, November 24, 2006.
  434. NAPEA Advisor Conference Review “Conference Survey: Advisors Reveal Need for Enhanced College Planning Capability,” Roger Lorelle, December 2006, p. 23.
  435. Bottom Line Personal, “Very Very Personal Basic Steps to Protect Your Child,” December 1, 2006, p. 15.
  436. YU Torah Online, “Estate Planning ” Health Care Proxies and Living Wills,” Chaim Jachter, December 9, 2006.
  437. Bottom Line Personal, “Make Tax-Free Gifts Regularly,” December 15, 2006, p. 13.
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  439. Retirement Planning, “A Legacy Buys a New Life,” Steven T. Goldberg, January 2007.
  440. Bottom Line Personal, “Preprinted Beneficiary Forms,” January 1, 2007, p. 13.
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  442. The New York Times, “A Guide to the Gift Tax (for the Very Generous),” Charles DeLafuente,” February 11, 2007.
  443. Kiplinger”s Personal Finance, “Estate Planning: Before Agreeing to be a Trustee – Know What You”re In For,” Steven T. Goldberg, March 2007, p. 90.
  444. Success, “Your Life: Estate Planning Paper Mistakes that Start Family Feuds,” March/April, 2007, p. 28.
  445. Better Homes & Gardens, “Living Family Matters ” Talking It Out,” Teri Cettina, April, 2007, p. 136-138.
  446. The Wall Street Journal Online, “How to Keep Peace Among Heirs,” Rachel Emma Silverman, April 18, 2007, p. D1.
  447. Kiplinger”s Personal Finance, Family Finances “Where to Find Help When You”re Settling a Parent”s Estate,” Patricia Mertz Esswein, May 2007, p. 90.
  448. Kiplinger”s Personal Finance, “Ties that Bind Heirs,” Jane Bennett Clark, June 2007, p. 81.
  449. Tax Hotline Bottom Line Business, “IRS Challenges Pension Plans with Life Insurance Sub-trusts,” July 2007, p. 6.
  450. Kiplingers, “Leave Your Legal Affairs in Order,: Jane Bennett Clark, July 2007, p. 81.
  451. Kiplingers, “Your Money Estate Planning: Incentive trusts can perpetuate your wishes ” or fuel a family squabble,” Jane Bennett Clark, p. 81. July 2007.
  452. Kiplingers, “Your Money Estate Planning: What We Can All Learn from Anna Nicole Smith”s Messy Departure,” Jane Bennett Clark, July 2007, p. 82.
  453. Bottom Line Retirement, “Copy Your Wallet,” September 2007, Vol. 15., No. 9.
  454. Bottom Line Personal, “Your Pets ” Create a Living Trust for Your Pet,” Vol. 28, No. 19, October 1, 2007.
  455. Financial Planning, “Home Relief,” Donald Jay Kom, October 2, 2007.
  456. The Islamic Finance Portal “With Strong returns and high growth rate, Islamic Finance is “a trillion-dollar market”” November 10, 2007.
  457. The New York Times, “Giving to Charity Through Real Estate,” Vivian Marino, November 11, 2007.
  458. Practical Accountant, “Succession Scenarios for Sole Practitioners,” January, 2008
  459. The Jewish Standard, “Seminars to Explore Estate Planning from a Halachic Perspective,” Lois Goldrich, January 17, 2008.
  460. The New York Times, Wealth & Personal Finance, “Breaking Up Is Hard to Do,” Fran Hawthorne, March 18, 2008.
  461. Sun Sentinel, Wall Street Journal Section, “Another Family? Keep the Money Straight,” Tom Lauricella, April 27, 2008.
  462. Bottom Line Personal, Readers Ask, August 1, 2008.
  463. Fidelity Investments, “Is it Time to Polish Up Your Estate Plan?” Grace W. Weinstein, August 20, 2008.
  464. Dow Jones Newswires, “Practice Management: Estate Planning Isn”t Just for Old, Rich,” Kristen McNamara, August 22, 2008.
  465. Investment News, “Property Slump Opens Door for Strategy ” Trust Tactic Can Reduce Estate and Gift Taxes,” Lisa Shidler, August 25, 2008.
  466. Abakus 2000, “Yeni Donem”The Art of Appraisals,” Donald Jay Korn, September 1, 2008.
  467. Wall Street Journal, “Ask Encore, Focus on Retirement: Joint Tenancy on Brokerage Accounts Can be Complex,” Kelly Greene, October 1, 2008.
  468. Dow Jones Newswires, “Getting Personal: Review Estate Plans During Turbulent Times,” Kristen McNamara, October 17, 2008.
  469. New Jersey Lawyer, “Client Handout: Estate Plan Review Checklist,” Deirdre R. Wheatley-Liss, October 20, 2008.
  470. eFinancePortal.com, “Reverse Mortgages Get a Boost from Uncle Sam,” Alan Chokov, October 26, 2008.
  471. The Christian Science Monitor, “Reverse Mortgages Get a Boost from Uncle Sam,” Margaret Price, October 27, 2008.
  472. Forbes, “Estate Repair: Take Steps Now to Spare Your Heirs Grief,” Ashlea Ebeling, December 8, 2008.
  473. Bobveres.com, Media Reviews, December 8-15, 2008.
  474. Bottom Line, “Has the Market Crash Ruined Your Estate Plan? How to Fix It”” January 2009, p. 9.
  475. OnWallStreet.com, “Tax Clients Need PFP Advice,” Roger Russell, January 8, 2009.
  476. “Will Flips Flop?” Lisa Shidler, January 18, 2009.
  477. Physicians Practice, “Your Money: Wealth Protection 101,” Janet Kidd Stewart. February 2009.
  478. SourceMedia, Inc., “The Long and Winding Road to Recovery,” Frances A. Mcmorris, February 2009.
  479. Physicans Practice, “Your Money: Wealth Protection 101,” Janet Kidd Stewart, February 2009.
  480. The New York Times, “When Taxes are Due on Capital Gains,” Jay Romano, February 11, 2009.
  481. Investment News, “States Mull Power-of-Attorney Rule Shift,” Lisa Shidler, February 15, 2009.
  482. Bottom Line Retirement, “Protect Elderly Family Members from Manipulative Caretakers,” March 2009.
  483. Investment News, “Rising State Income Taxes Worry Advisers,” Lisa Shidler, March 8, 2009.
  484. The New York Times, Real Estate Q & A, “Collecting “Rent” from a Companion,” Jay Romano, March 12, 2009.
  485. The New York Times, “The Reverse Gear,” Vivian Marino, March 15, 2009.
  486. FA-mag.com, “Taxing Time for Wealthy,” March 24, 2009.
  487. Bankrate.com, “8 Steps for Managing Parents” Finances,” Teri Cettina, April 2009.
  488. Kiplinger”s Personal Finance, “Charity Begins at Home,” Jane Bennett Clark, April 2009.
  489. The Wall Street Journal, Wealth Manager (A Special Report), “Financial Perscription: If You Have a Chronic Illness, the Regular Rules of Estate Planning May Need Some Fine-Tuning,” Shelly Banjo, Kristen McNamara, April 13, 2009.
  490. Wealth Strategies Journal, “The Practical Planner: Brooke Astor Estate: Questions and Lessons,” April 15, 2009.
  491. Kiplinger.com, “Lessons from the Anna Nicole Smith Case,” Mary Beth Franklin, May 2, 2006.
  492. “Living Will, Health Care Proxy, and Other Critical Paperwork: Medical Wishes Need to be Made Clear, Kept Up to Date,” Bottom Line”s Daily Health News June 16, 2008.
  493. Dow Jones Newswires, “Getting Personal: Redesigning Trusts to Keep Kids Working,” Melissa Korn, May 28, 2009.
  494. The Wall Street Journal, “Tackling Questions on Stock Sales, Taxes, and Social Security,” Karen Damato, June 20, 2009.
  495. Forbes Magazine, “Lawyer”s Volunteer Work Helps Those with Chronic Diseases Plan,” Ashlea Ebeling, June 24, 2009.
  496. Forbes.com, “More Planning Perscriptions,” Ashlea Ebeling, June 25, 2009.
  497. Dow Jones Newswire, “Estate Planner Brings Empathy to Clients,” Melissa Korn, July 2009.
  498. Carolina Parent, “Talking about Finances with Grandparents,” Teri Cettina, July 1, 2009.
  499. Investor”s Business Daily, “Hone Estate Tools Before Its Too Late,” Stuart Weiss, July 10, 2009.
  500. Forbes Magazine, “Just Do It,” Ashlea Ebeling, July 19, 2009.
  501. “Seminar Tackles Business Risks,” Martin C. Dacks, July 28, 2009.
  502. Balliett Services, Inc., Monthly Report, “We Know About Royalty Trusts and Other Whisper Securities,” Gene Balliett, August 2009.
  503. Practice Management, Trust Adviser Blog, “Lessons from the Michael Jackson Estate: Two Top Trust Advisers Offer Audio Insights Why the King of Pop and Celebrities Often Leave Little or No Legacy Planning in Place,” August 7, 2009.
  504. New Jersey Business News, “Determining Will-Writing Competency,” Karin Price Mueller, August 14, 2009.
  505. New York State Bar Association Press Release, “The Good We Do: New York State Bar Association Recognizes Attorneys for Pro Bono Service: Paramus Attorney Donates Legal Services to Help the Chronically Ill with Estate Planning Needs,” October 2009 (available at: http://www.nysba.org/AM/Template.cfm?Section=News_Center&template=/CM/ContentDisplay.cfm&ContentID=32689).
  506. Wallstreetjournal.com, “Practice Management: Videos Play Role in Estate, Legacy Plans,” Kristen McNamara, October 7, 2009.
  507. Bottom Line Secrets, “Lessons Learned,” October 15, 2009.
  508. Investment News, “GRAT Tax Edge May Be Dulled by New Rules,” Sara Hansard, October 18, 2009.
  509. Auctionbytes.com, “You Can”t Take it with You: PayPal and Estate Planning,” Barbara Weltman, November 1, 2009.
  510. Financial and Estate Planning: Estate Planning Review, “Use of Guarantees and Seed Money in Family Note Sale Transactions,” November 18, 2009, p. 82.
  511. Financial and Estate Planning: Estate Planning Review, “Is Now a Good Time to Dismantle the Family Partnership?” Carol Cantrell, November 18, 2009, p. 89.
  512. Financial and Estate Planning: Estate Planning Review, “Legislative Possibilities and Impact,” November 18, 2009, p. 100.
  513. Financial and Estate Planning: Estate Planning Review, “Portfolio Construction,” Barbara Raasch & S. Timothy Kochis, November 18, 2009, p. 116.
  514. Financial and Estate Planning: Estate Planning Review, “Communicating Effectively with Clients,” Lyle Benson, Jr., November 18, 2009, p. 123.
  515. Forbes.com, “Financial Planning for Families,” William Baldwin, November 25, 2009.
  516. New York State Bar Association: State Bar News, “Marty Shenkman Helps Chronically Ill with Estate Planning by Donating Legal Services,” Brandon J. Vogel, November/December 2009.
  517. Creative Living, “Time to Trade in a Gas Guzzler?” Winter 2009, p. 5.
  518. Financial Planning, “Disappearing Act,” December 2009, p. 97.
  519. Investment Advisor, “The Empire State”s New POA,” Douglas Schnapp, December 2009.
  520. Wall Street Journal online, “Voices: Martin Shenkman, On Keeping it in the Family,” December 2, 2009.
  521. Forbes, “Investing, Family-Style,” William Baldwin, December 14, 2009.
  522. Onwallstreet.com, “Estate Tax Debate Lingers on the Hill,” Ruthie Ackerman, December 29, 2009.
  523. Family Wealth, “Estate Tax Lapse Helps Healthy Rich,” Ashlea Ebeling, January 11, 2010.
  524. Financial Planning, “Estate Tax Debate: Choosing Children Over Charity?” Ruthie Ackerman, January 12, 2010.
  525. The Matrimonial Strategist, “Trusts and Divorce,” February 2010.
  526. Financial Planning, “States Swing into Estate Tax Debate,” Ruthie Ackerman, February 4, 2010.
  527. The New York Times, “The Odds of a Disability are Themselves Odd,” Ron Lieber, February 6, 2010.
  528. BottomLine Personal, “The Great Estate Tax Mess of 2010,” February 15, 2010.
  529. Thetrustadvisor.com, “Don”t Count Out Philanthropic Trusts,” Scott Martin, February 26, 2010.
  530. The Record, “Web Sites That Give Living Trust Information: Laweasy.com,” March 4, 2010.
  531. Bottom Line Personal, “If Your Wallet is Lost or Stolen,” March 15, 2010.
  532. Financial Planning, “Last Minute Changes,” Pamela Black, March 23, 2010.
  533. Financial Planning, “Getting Real about Capital Gains,” April 6, 2010.
  534. SmartMoney, “Muni Bonds, Wills and Vacation Homes,” April 8, 2010.
  535. Financial Planning, “Goodbye GRATs,” Ruthie Ackerman, April 9, 2010.
  536. Reuters.com, “Wealth Manager ” Time Running Out to Exploit Gift Tax Break,” Helen Kearney, June 7, 2010.
  537. Steve Leimberg”s Estate Planning Email Newsletter, June 16, 2010.
  538. Reuters.com, “Wealth Manager ” Navigating the Mine Field of the Modern Family,” Helen Kearney, June 30, 2010.
  539. Dallasnews.com, “Financial Remedies Vary for Those with Chronic Illnesses,” Pamela Yip, July 25, 2010.
  540. The Providence Journal, “Chronic Illness a Unique Fiscal Challenge,” Pamela Yip, August 22, 2010.
  541. Reuters.com, “Time running out to make U.S. grandkids rich”, Helen Kearney, Sep. 22, 2010.
  542. NAPFA Advisor, “Roadtrip: Educating Advisors about Chronic Illness,” Chris Hale, October 2010.
  543. “3 Ways to Get Rid Of Your House” October 2010 ” Marcie Geffner – (available at: www.bankrate.com).
  544. New Jersey Law Journal, “Paramus Attorney starts Educational Charity,” October 11, 2010.
  545. The Gilroy Dispatch, “Chronic illnesses bring unique financial challenges”, Oct. 12, 2010
  546. Consumer Reports, “Tax Savers: Tax-Wise Gifts To Grandkids”, Oct. 19, 2010.
  547. Difficult Conversations In Trying Times, Onwallstreet.com Nov. 1, 2010
  548. Standard-Examiner, “3 options for unloading house in tough times” Nov. 11, 2010.
  549. The Record, “Can”t afford your home? Three Ways to unload it” Marcie Geffner, Nov. 14, 2010
  550. Forbes.com, “Obama Estate Tax Deal Would Chill Estate Planning” Hanji Sarji, Dec. 7, 2010.
  551. Marketwatch.com, “Five ways new estate tax deal affects you” Dec. 8, 2010.
  552. Trustadviser.com, “Advisors Predict Obama Tax Deal Will Hurt Trust Business” Jerry Cooper, Dec. 10, 2010.
  553. Investmentnews.com, “Advisers fret over effect on planning” Liz Skinner, Dec. 12, 2010.
  554. Proskauer White Paper, “H.R. 4853: Summary and Planning Points” Dec. 13, 2010.
  555. Forbes.com, “Reid Bill Passes Senate”s Procedural Vote: Estate Tax at 35% Tax Rate, $5M Exemption is Likely”, Hani Sarji, Dec. 13, 2010.
  556. Bottom Line, “Yourmoneysavers” Dec. 15, 2010.
  557. Bottom Line Secrets “Important Estate Tax Update” Jan. 15, 2011.
  558. New York Times, “Estate and Gift Rules: Some Clarity, for Now” Carla Fried Feb. 12, 2011.
  559. The Woodward Advisor, “Chronic Illness Awareness Day,” March 2011.
  560. Forbes.com Blog, “Estate and Financial Planning for people living with Multiple Sclerosis,” Hani Sarji, March 2011.
  561. Advisor One, “Tax Planning Advice: Closely Held Business Compensation” Marlene Y. Satter, Mar. 1, 2011.
  562. Advisor One, “A counterintuitive but valuable strategy: have the grantor pay tax on trust income” Marlene Y. Satter, Mar. 3, 2011.
  563. Advisor One, “Tax Planning Advice: Avoid Inaccurate Formula Clauses” Marlene Y. Satter, Mar. 9, 2011.
  564. Steve Leimberg”s Estate Planning Email Newsletter, “Marty Shenkman”s Estate & Financial Planning Webinars for clients living with chronic illness,” March 11, 2011.
  565. Examiner.com, “RV4TheCause estate planning seminars empower the chronically ill” Julian Gothard, Mar. 14, 2011.
  566. Maryland Daily Record, “Tax changes spur legal business” Mar. 14, 2012.
  567. Money Watch “Spouses, Beware: Your Partner”s Creditors Might Sue You, Too” Jane Bryant Quinn, Mar. 21, 2011.
  568. U.S. 1 Newspaper, “Estate Planning for Chronically Ill Loves Ones” Michele Alperin, Mar. 23, 2011.
  569. Forbes.com Blog “Beyond Boilerplate: Estate & Financial Planning For People With A Chronic Illness,” Hani Sarji, March 24, 2011.
  570. Ladies” Home Journal, “Financial Spring Cleaning” Sandy M. Fernandez, Apr. 2011.
  571. Jacksonville.com, “Those with chronic illness need to make financial plans early, advocate says” Kevin Turner, Apr. 2, 2011.
  572. NAPFA Advisor, “Efficient Planner: More about working from a Remote Location,” Nelson, Nancy C., May 2011, page 28.
  573. The Wall Street Journal, “Avoiding Stumbles With “Living” Trusts” Karen Damato, May 9, 2011.
  574. New York Law and Estate Planning Blog, “Chronic Illness and the Estate Plan”, http://www.elderlawnewyork.com/elderlaw/chronic-illness-and-the-estate-plan/ Bernard Krooks, Esq. May 16, 2011.
  575. Journal of Accountancy, “A Sea of Change for Gift and Estate Planning” Paul Bonner, Jul. 2011.
  576. Smart Money “Recent changes to estate taxes have left lawyers and accountants gushing” Glenn Ruffenach, Jul. 2011
  577. The Wall Street Journal, “Beware the Beneficiary Form” Carolyn T. Geer, Jul. 6, 2011.
  578. Bottom Line Secrets, “New Gift Tax Rules Can Save You Big” Jul. 15, 2011.
  579. The Wall Street Journal, “How to Write Your Kid Out of Your Will” Rachel Emma Silverman, Sep. 10, 2011.
  580. The Wall Street Journal, “Estate Planning: Asking the Hard Questions” Sep. 12, 2011.
  581. The Wall Street Journal, “Where Religion and Business do Mix” Veronica Dagher, Sep. 19, 2011.
  582. The Wall Street Journal, “Wealth in Transition: Gifting Strategies”, Grace W. Weinstein, Sep. 20, 2011.
  583. Thetrustadvisor.com, “Obama Offered Plan to Name and Shame Rich Who Avoid Taxes” Scott Matrin, Oct. 23, 2011.
  584. The Estate Analyst, “Diagnosing the Physician”s Estate” Robert L. Moshman, Nov. 2011.
  585. The Wall Street Journal, “Is it Time to Panic About the Gift Tax Yet?” Nov. 16, 2011.
  586. The Wall Street Journal, “How to Save $10,000 By Next Thanksgiving” Brett Arends, Nov. 20, 2011.
  587. Estate Planning Review the Journal, “Why Clients Should See Their Advisors Now,” “Current Techniques and Limits of Portability,” “Impact of Economic Uncertainty on the Planning Business” Issue 767, Nov. 22 2011.
  588. The Fiscal Times, “Why Parents Are Paying Off Their Kids” Debts” Caren Chesler, Dec. 21, 2011.
  589. The Wall Street Journal, “Getting Clients to Take Action” Jaime Levy Pessin, Jan. 9, 2012.
  590. Investment News, “Estate tax lull may trap wealthy” Liz Skinner, Jan. 15, 2012.
  591. New Orleans City Business “Estate Tax Guessing Continues.” (February 27, 2012).
  592. AdvisorOne “Martin Shenkman”s Two 2012 Tax Errors to Avoid.” (March 7, 2012).
  593. “Julie Jason: Wills can lead to surprises.” http://www.newstimes.com/news/article/Julie-Jason-Wills-can-lead-to-surprises-3395958.php. (March 9, 2012.)
  594. “Finding financial roadmap when parents can”t help” March 11, 2012. The Record.
  595. The Wall Street Journal “Joining Church and Estate Passing on your religious beliefs to heirs can be a tricky business. April 30, 2012.
  596. Neurology Now, “The Waiting Room: Inspiring People: Martin Shenkman and Patti Klein,” Kurt Samsom, April/May 2012.
  597. “Leaving a Fair Will” Your Money: Financially Speaking May 2012.
  598. “How to Fight for Your Inheritance: When a Will Seems Unfair.” Bottom Line Personal May 1, 2012.
  599. “Will You Leave a Fair Will for Your Children? How to preserve family harmony if one child gets more.” AARP May 3, 2012.
  600. “Getting Married? Put AMT Repeal on Your Gift List.” May 7, 2012. Life Changes 2012.US News ” CNBC.
  601. “AICPA 2012 Sidney Kess Award Winner Takes Volunteerism to the Road.” May 14, 2012.
  602. “Estate Planning for Clients with Chronic Disease or the Onset of Cognitive Impairments.” May 22, 2012.
  603. “Important Legal Steps if you have a Chronic Disability.” Bottom Line Personal June 1, 2012.
  604. Financial Planning Magazine, “Planners as Heroes,” Ann Marsh, August 2012.
  605. Financial Planning Magazine, “Massive Wealth Transfer,” Ann Marsh, August 2012.
  606. “Five Ways Financial Advisors Can Better Serve Clients with Chronic Illnesses.” August 14, 2012.
  607. “How to prevent family feuds over an ailing parent”s care.” Family Money August 16, 2012.
  608. “Road Tripping to Provide Guidance About Chronic Conditions” Cross-Examination August 17, 2012.
  609. “The $5 Million Question: Should you give away wealth before Dec. 31? Maybe. But look past the hype.” August 20, 2012. Forbes
  610. Money Matters “Banking on a life with MS.” Fall 2012.
  611. “The News from NJFA: Conferences, awards, financial planning and more.” NJFA News August/September 2012.
  612. “Family Feud: Review Estate Plans Annually.” October 2012. www.estateplan.com.
  613. “Financial Planning: Investing in Advisors.” October 2, 2012.
  614. “Coming changes in estate, gift taxes stir “frenzy””. October 24, 2012. The Associated Press
  615. “The Nature and Extent of a Testator”s Property: What Degree of Awareness is Required for Testamentary Capacity in New York? Fall/Winter 2012.
  616. “Massive Wealth Transfer: Clients Rush Before Year”s End.” Financial Planning Magazine December 1, 2012.
  617. “Readers Ask” Bottom Line Personal December 1, 2012.
  618. Wall Street Journal “Dow Jones” December 8, 2012.
  619. “Fire the Handy Man” MensHealth.com 2012.
  620. “Road Map or a Goose Chase.” 2012. Outsourcing for Family Offices.
  621. “More Estate Tax Changes Could Follow Fiscal Cliff Deal” Forbes January 6, 2013.
  622. “New Landscape for Estate Planning Attorneys.” January 10, 2013.
  623. “Four Ways to Beat State Death Taxes.” January 28, 2013. Forbes
  624. “Where Not to Die in 2013.” Forbes February 1, 2013.
  625. “Getting the most out of partial disability benefits.” MSFocus Spring 2013.
  626. “Money Lessons from “Downton Abbey”.” March 1, 2013. Wall Street Journal
  627. “Avoiding the Mad Scramble: Be Proactive by Creating Your Family”s Life Inventory. March 7, 2013.
  628. “Key Tax Breaks for Disabled Family Members.” March 14, 2013.
  629. “Journey Back from Divorce can be Taxing.” March 25 ” 29 2013.
  630. “The Magnificent Seven.” Investment Advisor April 2013.
  631. “The New Inheritance Rules are Tricky: Important steps to take now.” Bottom Line Personal April 15, 2013.
  632. “The Estate Analyst.” May 2013.
  633. “Clients with Chronic Disease: What to ask them.” May 1, 2013.
  634. “Estate Planning Strategies After Atra 2012.” May 14, 2013.
  635. “Steve Leimberg”s Estate Planning Email Newsletter ” Archive Message #2101.” May 21, 2013.
  636. “You want to cut your kid out of your will. Or do you?” Bloomberg July 23, 2013.
  637. “Protect a Relative With a Disability.” Your Money July / August 2013.
  638. “The Estate Analyst: Planning for chronic illness, a conversation with Martin M. Shenkman.” August 2013.
  639. “Ducking the Kiddie Tax.” Best Colleges: Taxes August 12, 2013.
  640. “Manic Splurges can Drain Your Coffers, so Put Protections in Place to Keep Your Money Where it Belongs.” BP Hope & Harmony pp. 27-31. Fall 2013.
  641. “Money Power: Donor-advised funds take guesswork out of charitable giving.” October 27, 2013.
  642. Cure Media Group “Financial Fix: A cancer diagnosis could break the bank, but it doesn”t have to.” Winter 2013.
  643. “Beware the Beneficiary Form: Naming the wrong people or failing to update documents can create a mess for your heirs.” 2013.
  644. “Steve Leimberg”s Charitable Planning Email Newsletter ” Archive Message #207. January 31, 2014.
  645. “Kiplinger”s Retirement: Your Guide to a Richer Retirement.” February 2014.
  646. “Trusts & Estates: Contents & Summaries/ “Notes From the Editor.” April 2014.
  647. Bart”s Books of Prometheus Publishing: The Art of the CEO Quoted on a radio show hosted by Bart Jackson. www.blogtalkradio.com/Theartoftheceo April 14 2014.
  648. “Will My Religion Affect My Life Insurance?” By Steve Kobrin. April 28, 2014. www.goodlifeinsurancerates.com/will-religion-affect-life-insurance/
  650. Bottom Line Personal, “In today”s Litigious society it”s essential to protect our hard-earned assets from liability suits” creditors and estate taxes” too” Date Unknown.
  651. The Sunday Record, “Paying off mortgage has its rewards,” Hali Helfgott, Date Unknown.
  652. The Record, “How to plan ahead for life”s end,” Abigail Leichman, Date Unknown.
  653. Medical Economics, “If You”re The Executor: Settling an Estate Is Usually a Nettlesome Task. We”ll Help You Minimize the Headaches,” Dennis Murray. Date Unknown.
  654. “When His Father is Incompetent Financial” [author and date unknown].
  655. Single Articles, “Getting into the Game,” Jane Bryant Quinn, Temma Ehrenfeld. Date Unknown.
  656. CPA Magazine, “Top Tax Advisors of 2009 Reflect on the Past Year to Clear the Path for Tax Season 2010.” Date Unknown.

Speeches, Seminars, Webinars and Presentations

    1. March 9, 1981: “Your Income Tax Answers for the Single Person,” B”nai B”rith, Southfield, MI.
    2. January 25, 1982: “A Basic Explanation of the New Tax Laws and How They Affect Shopping Centers,” University of Shopping Centers, Atlanta, GA.
    3. November 7, 1983: “Shopping Center Tax Planning Ideas (est.),” Accounting Conference, International Council of Shopping Centers, Rancho Las Palmas Resort, Rancho Mirage, CA.
    4. January 18, 1984: “Tax Tips for Shopping Center Executives and Owners,” International Council of Shopping Centers, Dallas, TX.
    5. October 23, 1984: “Tax Act – Problems and Implications,” National Mall Monitor, The New Wave of Retailing Conference and Exposition, Houston, TX.
    6. January 15, 1985: “Tax Tips for Shopping Center Managers, Executives and Owners,” International Council of Shopping Centers, Atlanta, GA.
    7. October 3, 1985: “Leasing 85,” National Mall Monitor, Marriott Pavilion Hotel, St. Louis, MO.
    8. April 28, 1986: “Taxation of Real Estate,” Fordham University School of Law, New York, NY.
    9. November 6, 1986: “Tax Sensitive Investment Structuring: Real Estate Investment Analysis,” Saddle Brook, NJ.
    10. December 8, 1986: “Tax and Financial Consequences of Ground Lease Structuring Techniques,” “Raising Capital for Real Estate In the New Tax Environment,” St. Moritz Hotel, New York, NY.
    11. December 9, 1986: “Pre-Conference Round Table Discussion: The Impact of Tax Reform on Your Bottom Line,” “Raising Capital For Real Estate in the New Tax Environment,” New York, NY.
    12. December 9, 1986: “Leasing After Tax Reform,” Commercial Real Estate Investment Transactions, New York, NY.
    13. December 15, 1986: “Real Estate Tax Problems II,” NYSSCPA Foundation for Accounting Education, Rochester Convention Center, Rochester, NY.
    14. February 2, 1987: “Implications of the New Tax Law, 1987,” University of Shopping Centers, ICSX Marriott Marquis, New York, NY.
    15. February 26, 1987: “Real Estate After Tax Reform: 25 Great Tax Write Offs, Plus Much More,” “Ultimate Seminar and Expo 7,” Creative Investors of America, New York, NY.
    16. March 18, 1987: “Preparing for Lease Negotiations,” Northwest Center for Professional Education, Grand Hyatt Hotel, New York, NY.
    17. March 19, 1987: “Real Estate Financing with Special Emphasis on the Impact of the New Tax Act,” ABA Conference, Fordham University School of Law, New York, NY.
    18. March 23, 1987: “Tax Tips for Brokers, Developers, and Tenants,” Northwest Center for Professional Education, New York, NY.
    19. April 2, 1987: “Shopping Center Tax Tips (est.),” Idea Exchange-International Council of Shopping Centers, New York Marriott Marquis, New York, NY.
    20. April 4, 1987: “Taxation of Real Estate” Fordham University School of Law, New York, NY.
    21. April 8, 1987: “Pre-Conference Round Table Discussion: The Impact of Tax Reform on Your Bottom Line,” “Asset Management Approach to Commercial Property Management,” Institute for International Research, New York, NY.
    22. April 28, 1987: “Taxation of Real Estate,” Fordham University School of Law, New York, NY.
    23. May 5, 1987: “Taxation of Real Estate,” Fordham University School of Law, New York, NY.
    24. May 12, 1987: “Taxation of Real Estate,” Fordham University School of Law, New York, NY.
    25. May 19, 1987: “Taxation of Real Estate,” Fordham University School of Law, New York, NY.
    26. May 25, 1987: “Tax Considerations in Real Estate Leasing Transactions,” Fordham University School of Law, New York, NY.
    27. October 22, 1987: “Real Estate Tax Problems I,” at: “The New York State Taxation Conference,” NYSSCPA Foundation for Accounting Education, Empire State Building, New York, NY.
    28. November 1987: “Mastering Real Estate Investment Analysis,” Northwest Center for Professional Education, Sheraton Center, New York, NY.
    29. November 4, 1987: “Tax Strategies and Planning Opportunities for the Shopping Center Financial Executive,” Financial Management and Accounting Conference, International Council of Shopping Centers, Ft. Lauderdale, FL.
    30. December 1987: “How To Profit From Today”s Hottest Market in Real Estate” Land,” Northwest Center for Professional Education, Orlando, FL.
    31. March 7, 1988: “How To Profit from Today”s Hottest Market in Real Estate” Land,” Northwest Center for Professional Education, New York, NY.
    32. July 28, 1988: “An Anatomy of a Real Estate Investment,” Foundation for Accounting Education, New York, NY.
    33. August 15, 1988: “An Anatomy of Real Estate Investment,” Foundation for Accounting Education, Seminar Complex, New York, NY.
    34. November 4, 1988: “Sophisticated Structuring Techniques for Real Estate Tax Planning,” Institute for International Research, Vista International Hotel, New York, NY.
    35. November 14, 1988: “Tax Considerations (est.),” : “The Securitization of Commercial Real Estate: New Developments and Prospects,” The Bank Lending Institute, New York, NY.
    36. January 30, 1989: “Taxes -Tax Benefits and Planning Ideas Resulting from Asbestos and Radon Detection,” Real Estate / Community Information Program, Teaneck High School, Teaneck, NJ.
    37. May 24, 1989: “Mastering Tax Issues in Joint Ventures,” : “Real Estate Joint Ventures,” Institute for International Research, New York, NY.
    38. June 15, 1989: “Tax Consequences and Planning Tips,” The 9th Semi-Annual Conference on Land, New York, NY.
    39. July 27, 1989: “Real Estate Business Entities,” Institute on Federal Taxation 1989 Spring and Summer Programs, Foundation for Accounting Education, New York, NY.
    40. August 4, 1989: “Saving Taxes Through Tax Free Transactions,” NYSSCPA Foundation for Accounting Education, New York, NY.
    41. September 18, 1989: “Commercial Leases: Tax Tips for the GPs,” Bergen County Bar Association – Continuing Legal education Committee, Hackensack, NJ .
    42. September 20, 1989: “Sub-Chapter S Corporations,” Bergen County Bar Association – Continuing Legal Education Committee, Hackensack, NJ.
    43. November 10, 1989: “Tax Planning for the Shopping Center Executive,” panel chairman, 1989 ICSC Financial Management Conference, Ft. Lauderdale, FL.
    44. November 10, 1989: “Structuring With A Joint Venture Partner,” 1989 ICSC Financial Management Conference, Ft. Lauderdale, FL.
    45. November 13, 1989: “Issues in Real Estate Taxation II,” Foundation for Accounting Education, NYSSCPAs, Mellville, NY.
    46. December 6, 1989: “Case Study: Ground Lease, Land Syndication, Joint Venture Documentation,”: Land Acquisition Negotiations, Institute for International Research, Washington, D. C.
    47. March 29, 1990: “Taxes – Divorce Aspects,” Bergen County Bar Association -Continuing Legal Education Committee, Hackensack, NJ.
    48. June 17, 1990: “Should Hypothetical Taxes Be Deducted in Matrimonial Valuations?,” NYSSCPAs, Domestic Relations Committee, New York, NY
    49. October 25, 1990: “Estate Planning: Year End Essentials,” Joint Tax & Estate Planning Seminar VI, Hasbrouck Heights, NJ.
    50. November 13, 1990: “Estate Planning Basics,” Paramus A.M. Rotary Club, New York Hilton Hotel, New York, NY.
    51. April 13, 1991: “Taxation and Divorce,” 1991 Accounting Show & Conference, New York Hilton Hotel, New York, NY.
    52. April 18, 1991: “The Commercial Real Estate Lease,” The American Conference Institute, Marriot Marquis, New York, NY.
    53. June 27, 1991: “Tax Tips for General Practitioners,” New Jersey Law Center, New Brunswick, NJ.
    54. October 17, 1991: “Personal Estate Planning Seminar,” Gruntal & Co., Estate Taxes and Planning, Alpine, NJ.
    55. October 16-23, 1991: “Tax Tips for General Practitioners,” ICLE, Paramus, NJ.
    56. November 6-13, 1991: “Tax Tips for General Practitioners,” ICLE, Mt. Laurel, NJ.
    57. December 4, 1991: “Charitable Giving and Real Estate,” Greater New Jersey Estate Planning Council, Hackensack, NJ.
    58. December 11-18, 1991: “Tax Tips for General Practitioners,” ICLE, New Jersey Law Center, New Brunswick, NJ.
    59. 1991: “”S Corporation Seminar,” Bergen County Bar Association, Hackensack, NJ.
    60. July 28, 1992: “Estate Planning Made Easy,” ICLE, New Jersey Law Center, New Brunswick, NJ.
    61. July 29, 1992: “Estate Planning Made Easy,” ICLE, Cherry Hill, NJ.
    62. July 30, 1992: “Estate Planning Made Easy,” ICLE, Fairfield, NJ.
    63. September 16, 1992: “Professional and Estate Planning,” The Learning Annex, New York, NY.
    64. September 17, 1992: “Marketing For the Professional and Start-Up Business,” Jewish Community Center, Tenafly, NJ.
    65. October 29, 1992: “What Portion of Your Estate Will Be Left for Your Children After The IRS Has Taken Its Share?,” Teaneck, NJ .
    66. December 3, 1992: “How To Start and Improve Your Closely Held Business,” Jewish Community Center, Tenafly, NJ.
    67. January 25, 1993: “Estate Planning Made Easy, Overview and Planning For The Client Interview,” Brooklyn Bar Association, Brooklyn, NY.
    68. March 1993: “Closely Held Corporation Planning and Organization Made Easy,” ICLE, Fairfield, NJ.
    69. April 28, 1993: “Closely Held Corporation Planning and Organization Made Easy,” ICLE, Woodbridge, NJ.
    70. May 6, 1993: “Closely Held Corporation Planning and Organization Made Easy,” ICLE, Woodbridge, NJ.
    71. June 14, 1993: “Fifteen Tax and Estate Planning Tips for Entrepreneurs,” Jewish Business Network, Teaneck, NJ.
    72. August 16, 1993: “Tax Tips,” ICLE, New Brunswick, NJ.
    73. October 27, 1993: “Hot Tips in Taxation II,” ICLE, New Jersey Law Center, New Brunswick, NJ.
    74. January 13, 1994: “Estate Planning Made Easy,” ICLE, Fairfield, NJ.
    75. February 7, 1994: “Practice Licenses – Issues of Merger and Valuation,” Matrimonial Committee of the Westchester Women”s Bar Association, New York, NY.
    76. February 15, 1994: “Tax and Legal Planning For the Closely Held Business After the Clinton Tax Act,” Huntington, Long Island, NY.
    77. February 15, 1994: “Estate Planning,” Bronxville, NY.
    78. February 22, 1994: “Estate Planning Made Easy,” The CPE Forum of Central New Jersey, Iselin, NJ.
    79. February 23, 1994: “Limited Liability Companies,” Hackensack, NJ.
    80. March 2, 1994: “Estate Preservation and Planning Seminar,” David Lerner Association, Saddle Brook, NJ.
    81. March 8, 1994: “Estate Planning Made Easy,” ICLE, Maple Shades, NJ.
    82. March 8, 1994: “Estate Planning Made Easy,” Seminar Moderator, ICLE, Cherry Hill, NJ.
    83. March 16, 1994: “Estate Planning,” Upper Saddle River Women”s Club, Saddle River, NJ.
    84. April 26, 1994: “Legal Issues: Wills, Estate Planning,” Bergen County Department of Human Services, Division on Aging, Bergen Community College, Paramus, NJ.
    85. June 10, 1994: “Legal Issues: Wills, Estate Planning, Second Marriages,” Pre-Retirement Seminar, Hasbrouck Heights, NJ.
    86. July 28, 1994: “Estate Planning for Older/Retired People,” Prudential Securities, Woodcliff Lake, NJ.
    87. August 11, 1994: “Asset Protection Planning in New Jersey,” National Business Institute, Holiday Inn and Conference Center, Saddle Brook, NJ.
    88. October 27, 1994: “Hot Tips in Taxation II,” New Jersey ICLE and NJSBA Taxation Section, New Jersey Law Center, New Brunswick, NJ.
    89. November 22, 1994. “Purchasing and Selling a Business Structuring Agreements For Tax Savings: A Practical Guide for Accountants.” Sole Speaker.
    90. November 30, 1994: “Closely Held Business Tax and Estate Planning,” Estate Planning Council of Bergen County, Hackensack, NJ.
    91. December 14, 1994: “Charitable Trusts: Practical Planning With a Crut. First Fidelity Bank N.A. Trust and Private Banking Division.” Sole Speaker.
    92. December 14, 1994: “Creative Techniques in Charitable Giving,” First Fidelity Bank”s Professional Breakfast Forum, Upper Montclair Country Club, Clifton, NJ.
    93. March 5, 1995: “Legal Aspects of Living Wills,” Fairlawn, NJ.
    94. March 20, 1995: “Estate Planning,” David Lerner Organization, Teaneck, NJ
    95. May 2, 1995, May 31, 1995 & June 20, 1995: “Trust Drafting Made Easy,” New Jersey Institute of Continuing Legal Education, Mt. Laurel, NJ, New Brunswick, NJ and Fairfield, NJ.
    96. June 7, 1995: “How to Use Your Income Tax Return as a Map to Determine Your Client”s Financial, Estate and Personal Picture,” NAPFA, Princeton Club, New York, NY.
    97. June 8, 1995: “Financial Strategies for Successful Retirement,” Paramus Community School for Adult and Continuing Education, Paramus, NJ.
    98. June 11, 1995: “Tips for Residential Real Estate Brokers,” Russo Real Estate, Teaneck, NJ.
    99. June 13, 1995 “Taking Care of Our Business: “Partnerships and the Family Business.”” Sole Speaker.

100. June 13, 1995: �Estate and Charitable Planning,� co- Yeshiva University�s Sy Syms School of Business and Benjamin N. Cardozo School of Law at Cardozo School of Law, New York, NY.

  1. June 13, 1995: “Estate and Charitable Planning,” co- Yeshiva University”s Sy Syms School of Business and Benjamin N. Cardozo School of Law at Cardozo School of Law, New York, NY.
  2. June 21, 1995: “12 Easy Estate Planning Tips & Techniques,” Jewish National Fund, Parsippany, NJ. Sole Speaker
  3. July 11, 1995: “Estate Tips,” United Jersey Community, Accountants and Attorneys Continuing Education Breakfast, River Edge, NJ.
  4. August 8, 1995: “Estate Planning,” Jewish National Fund Seminar: “Estate Planning Made Easy.” Trump Regency Hotel in Atlantic City, NJ.
  5. August 24, 1995: “Planning With Family Limited Partnerships,” Tax Planning for Individuals Conference, New York State Society of CPAs / Foundation for Accounting Education, New York, NY.
  6. October 19, 1995: “Hot Tips in Taxation IV,” “How To Use an Income Tax Return for Identifying Tax, Estate and Other Problems,” ICLE, Woodbridge, NJ.
  7. October 22, 1995: “Fund Raising Tips and Techniques for the Capital Fund Drive of South Presbyterian Church,” Bergenfield, NJ.
  8. November 7, 1995, December 5, 1995 and January 4, 1996: “LLCs Made Easy,” ICLE, Fairfield, NJ, Mt. Laurel, NJ and New Brunswick, NJ.
  9. December 13, 1995: “Estate Planning and Insurance,” ICLE, Woodbridge, NJ.
  10. January 8, 1996: “Estate Planning and Insurance ” Background Information to Help You Sell More Insurance,” David Lerner Organization, Teaneck, NJ.
  11. January 23, 1996: “Planning for Title of Assets,” “Strategies for Maximizing Tax Avoidance in Estate Planning,” ICLE, Iselin, NJ.
  12. January 25, 1996: “Tax, Estate and Financial Planning for the Closely Held Business,” ICLE, Woodbridge, NJ.
  13. February 20, 1996: “Trusts: Practical Planning for CPAs QPRTs, Insurance Trusts, CRTs. Sole Speaker.
  14. May 21, 1996: “Planning for Special Needs Children,” Jewish Education for Special Children, Teaneck, NJ.
  15. June 2, 1996: “Estate Planning Made Even Easier,” ICLE, Radisson Hotel & Suites, Fairfield, NJ.
  16. July 9, 1996: “Fiduciary Responsibility for the Prudent Investor,” Woodbridge, NJ. Speaker ” 1 of 7. Moderator ” Gary R. Greenbaum.
  17. July 24, 1996:”Estate Planning Made Even Easier,” ICLE, Mt. Laurel, NJ.
  18. August 29, 1996: “Estate Planning Made Even Easier,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  19. September 18, 1996: “Estate Planning and Wealth Accumulation,” Barnes and Noble, Paramus, NJ.
  20. October 15, 1996: “Professional Practices: Financial and Related Planning for Cobblers With Barefoot Children – Professionals Without Partnership Agreements and Succession Plans,” ICLE, The New Jersey Law Center, New Brunswick, NJ. Sole Speaker
  21. October 16, 1996: “Charitable Lead Trusts: An Estate, Tax and Charitable Planning Opportunity,” Teaneck, NJ.
  22. October 17, 1996: “Professional Practices: Financial and Related Planning for Firm Principals,” Estate and Financial Planning Council of Central New Jersey, Squire”s Pub, West Long Branch, NJ.
  23. October 22, 1996: “Starting a Limited Liability Company,” The Learning Annex, New York, NY.
  24. October 23, 1996: “How to Write a Tax Allocation Clause That Works,” “Hot Tips in Taxation V,” ICLE, Edison, NJ.
  25. October 24, 1996: “Your Comprehensive Estate and Personal Plan,” Smith Barney and JNF, Summit, NJ.
  26. October 29, 1996: “Charitable Lead Trusts: An Estate, Tax and Charitable Planning Opportunity,” JNF, New Brunswick, NJ.
  27. November 5,1996: “Charitable Lead Trust: More Than Just an Estate Tax and Charitable Planning Opportunity,” Yeshiva University, New York, NY.
  28. November 7, 1996: “Tax Bills and Limited Partnerships Use in Estate Planning,” 4th Annual Tax Practitioner”s Series, Hot Topics in Federal Taxation, Bergen County Bar Association, Hackensack, NJ.
  29. November 17, 1996: “Estate Planning and Charitable Giving: Save Tax, Benefit,” “Third Annual President”s Day,” Touro College, New York, NY.
  30. November 20, 1996: “Buyout Agreements for Small Practices/Sole Practitioners; Practical Tips on How To Protect Yourself, Your Family and Your Practice,” NJSSCPAs, The Brownstone House, Paterson, NJ.
  31. December 3, 1996: “Valuation of a Professional Practice,” Law Journal Seminar-Press, New York, NY.
  32. December 8, 1996: “Planning and Organization Made Easy; A Step-By-Step Guide to Starting, Operating and Selling Closely Held Businesses,” ICLE, The New Jersey Law Center, New Brunswick, NJ.
  33. December 12, 1996 American Express Financial Advisors “Identifying Financial Planning Opportunities From Your Clients Form 1040 Tax Returns.” Sole Speaker.
  34. December 13, 1996: “Using Tax Returns to Map a Client”s Financial, Estate and Personal Picture,” American Express Financial Advisers, World Financial Center, New York, NY.
  35. December 16, 1996: “Estate Planning – Year of the Woman,” Fair Lawn Jewish Center, Fair Lawn, NJ.
  36. December 16, 1996: “Estate Planning: Saving Taxes and Signing Wills Is Not Enough.” Presented with: Hope Langer and Smith Barney.
  37. 1996: “Your Comprehensive Estate and Personal Plan,” Fairleigh Dickinson University, Madison, NJ. Sole Speaker.
  38. January 16 and 31, 1997: “Financial Strategies for Successful Retirement,” Paramus, NJ.
  39. February 1 and 14, 1997: “Financial Strategies for Successful Retirement,” Paramus, NJ.
  40. February 22, 1997: “Financial Strategies for Successful Retirement,” United Way of Bergen County, Oradell, NJ.
  41. March 5, 1997: “Financial Strategies for Successful Retirement,” United Way of Bergen County, Oradell, NJ.
  42. March 6, 1997: “Estate Planning Made Even Easier,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  43. March 12, 1997: “Financial Strategies for Successful Retirement,” United Way of Bergen County, Oradell, NJ.
  44. March 14, 1997. “Prudent Investor Act. Survival Guide for Estate Planners.” Estate Planning Council of Northern New Jersey, Inc. Sole Speaker.
  45. March 19, 1997: ” Prudent Investor Act and Charitable Lead Trusts,” Seminar for Mercer County Estate Planning Council, Trenton County Club, Princeton, NJ Sole Speaker.
  46. March 25, 1997: “Trust Drafting,” ICLE, Cherry Hill, NJ.
  47. April 17, 1997: “Trust Drafting,” New Jersey Law Center, New Brunswick, NJ.
  48. May 14, 1997: “The Prudent Investor Act: Survivor”s Guide for Estate Planners,” Estate Planning Council of Northern New Jersey, Green Village, NJ.
  49. July 1, 1997: “The Prudent Investor Act: Drafting Changes – Trust and Estate, Potential Problems,” Greenbaum and Associates, Inc., Oradell, NJ.
  50. August 18, 1997: “Taxpayer Relief Act of 1997: Overview of the Estate Planning Provisions; Qualified Personal Residence Trusts; Valuations: Strategies and Techniques for Valuation,” Continuing Legal Education Seminar, Philadelphia, PA.
  51. August 18, 1997: “New Tax Law. “
  52. September 4, 1997: “Estate Planning Made Even Easier,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  53. September 16, 1997: “Estate Planning,” Merrill Lynch, Paramus, NJ.
  54. September 22, 1997: “Financial and Estate Planning Seminar,” UJA Endowment Foundation and Accountants and Attorneys Division, River Edge, NJ.
  55. September 25, 1997: “Charitable Planning After the 1997 Tax Act,” Yeshiva University, New York, NY.
  56. September 29, 1997: “The Tax Payers Relief Act of 1997,” Advance Estate Planning Workshop, Estate Planning Partners Ltd. , New York, NY.
  57. September 30, 1997: “The Tax Payers Relief Act of 1997,” Advance Estate Planning Workshop, Estate Planning Partners, Ltd. , New York, NY.
  58. October 1, 1997: “The Tax Payer Relief Act of 1997,” Advance Estate Planning Workshop, Estate Planning Partners, Ltd. , New York, NY.
  59. October 8, 1997: “The Importance of Comprehensive Planning,” Private Client Group at Merrill Lynch, Fort Lee, NJ.
  60. October 8, 1997: “1997 Tax Payer Relief Act,” ICLE, New Brunswick, NJ
  61. October 31, 1997: “Advance Estate Planning Under the New Tax Law Changes” American Express Financial Advisors, New York, NY.
  62. November 3, 1997: “Valuation of a Professional Practice,” The National Law Journal, New Jersey Law Journal Seminar, New York, NY.
  63. November 3, 1997: “Matrimonial Practices and the New Tax Laws” The Association of the Bar of the City of New York, New York, NY.
  64. November 4, 1997: [topic unknown], “Hot Tips in Taxation VI,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  65. November 11, 1997: “Estate, Retirement and Related Planning After the Taxpayer Relief Act” of 1997,” NAPFA. Sole Speaker.
  66. December 18, 1997: “Introduction to Trusts,” ICLE, New Jersey Law Center, New Brunswick, NJ. Panelist. Moderator ” Gary Greenbaum.
  67. 1997: “Planning for the Closely-Held And Family Business: Advanced Estate Planing Workshop sponsored by: Estate Planning Partners, Ltd. Sole Speaker.
  68. January 13, 1998: “Estate Planning: Using the Tax Laws to Your Client”s Advantage,” ICLE, New Brunswick, NJ.
  69. February 11, 1998: “15 Tips to Increasing Business With Existing Clients,” David Lerner Associates, Teaneck, NJ.
  70. March 4, 1998: “15 Tips to Increasing Business With Existing Clients,” American Express Financial Advisors, Mineola, NY.
  71. March 5, 1998: “[topic unknown],” “Informed Sources,” Hackensack, NJ.
  72. March 11, 1998: “[topic unknown],” “Advanced Trusts Planning,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  73. March 19, 1998 and March 25, 1998: “Formation of a LLC and Drafting the Appropriate Agreement,” Seton Hall University School of Law, Newark, NJ.
  74. March 26, 1998: “Planned ” Giving Techniques for the High-Net-Worth Individual,” Sanford G. Bernstein & Co. , Inc., New York, NY.
  75. April 13, 1998: “Principal Residence: Tax Issues in a Divorce,” Continuing Legal Education, NCLA”s Committee on Taxation and The Matrimonial Law Section, New York, NY.
  76. April 23, 1998: “[topic unknown],” “Hot Topics in Federal Taxation, Pat II,” Bergen County Bar Association, New Brunswick, NJ.
  77. April 29, 1998: “Law Firm Partnerships Agreements: A Practical Workshop,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  78. May 28, 1998, June 11, 1998 and June 24, 1998: “Limited Liability Companies Made Even Easier,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  79. June 3, 1998: “The Use of Crummy Notices,” ICLE, 39th Semi-Annual Trust and Estate Conference (est.), New Jersey Law Center, New Brunswick, NJ.
  80. June 11, 1998: “LLCs Made Even Easier,” ICLE, Cherry Hill, NJ.
  81. June 24, 1998: “LLCs Made Even Easier,” New Jersey Law Center, New Brunswick, NJ.
  82. July 14, 1998: “Using the 1040 to Uncover Estate Planning Opportunities” New York State Society of Certified public Accountants, Foundation for Accounting Education, New York, NY.
  83. September 17, 1998: “Revocable Living Trusts: A Professional Opportunity,” The Bergen County Bar Association – Tax Committee, Hackensack, NJ. Sole Speaker.
  84. October 8, 1998: “How to Keep Money in The Family; Prudent Investor”s Act,” Morgan Stanley Dean Witter, Edison, NJ.
  85. October 15, 1998: “Estate Planning,” Chase Manhattan Bank, Washington Township, NJ.
  86. November 4, 1998: “Estate Planning,” Patient Appreciation Day, Montefiore Medical Center, Aids Center, Bronx, NY.
  87. November 17, 1998: “Value Oriented Estate Planning in the Next Millennium,” American Friends of the Hebrew University, Greater New York Region, University House, New York, NY. Sole Speaker.
  88. December 3, 1998: “GST Tax Tips, Dynasty Trusts, Alaska Trusts – Practice Development Tips,” The National Conference of CPA Practitioners.
  89. 1998 “Advanced Strategies for Planning, Drafting, & Administering Trusts.”Speaker: 1 of 2. Moderator ” Gary Greenbaum. New Jersey Institute for Continuing Legal Education.
  90. January 20, 1999: “Prudent Investor Rule: Effect on Estate Planning. ICLE. Sole Speaker.
  91. January 20, 1999: “Tax Allocation Clauses,” ICLE, New Brunswick, NJ.
  92. January 20, 1999: “LLCs, LLPs, Family Limited Partnerships – Business, Estate, and Asset Protection Tools for CPAs,” NJSSCPA, Passaic Chapter, The Brownstone House, Paterson, NJ.
  93. January 21, 1999: “Charitable Giving,” Dean Witter and Jewish National Fund.
  94. January 25, 1999: “Charitable and Estate Planning,” Morgan Stanley Dean Witter, Edison, NJ.
  95. January 27, 1999: “Investment Planning Under the Prudent Investor Act,” ICLE, New Brunswick, NJ.
  96. January 28, 1999: “Financial and Estate Organization,” Young Presidents Organization, New York, NY.
  97. February 4, 1999: “Taxation Issues for Advisors of Closely-Held Businesses,” Lorman Education Services, New York, NY.
  98. February 17, 1999: “Estate Planning,” Lorman, New York, NY
  99. March 8, 1999: “Trusts and Estates,” Staten Island Woman”s Bar Association, Staten Island, NY.
  100. March 8, 1999: “Drafting Trusts Under the Prudent Investor Act,” ICLE.
  101. March 18, 1999: “Intro to Estate Planning – How to Protect Your Assets,” Institute of New Dimensions, Paramus, NJ.
  102. April 23, 1999: “Estate Planning in the Tri-State Area NY, NJ, CT.” IAFP New York Chapter, Inc. New York City Sole Speaker.
  103. April 23, 1999: “Millennium Minus 1; Spousal Rights; Revocable Living Trusts; Minority Interests; Prudent Investor Act,” Spring Forum, New York International Association for Financial Planning, Inc., New York, NY.
  104. April 30, 1999: “Estate Planning,” American Express Financial Advisors, Inc., New York, NY.
  105. May 3, 1999: “Hot Topics in Federal Taxation; Principal and Income Act; Spousal Rights of Election; Trust Clauses; Applicable Exclusion Planning,” Continuing Legal Education, Bergen County Bar Association Tax Law Committee, New Brunswick, NJ.
  106. May 10, 1999: “Revocable Living Trusts,” Lorman, New York, NY.
  107. May 11, 1999- May 13, 1999: “The ABC”s of Wills and Estate Planning Tools,” Special VIP Tax and Estate Planning Retreat, Metropolitan Jewish Geriatric Foundation, Tamarack Lodge, Greenfield Park, NY.
  108. May 16, 1999: “Charitable Giving and Real Estate,” United Jewish Communities, Hackensack, NJ.
  109. May 25, 1999: “Revocable Living Trusts in New York,” Lorman Education Services, New York, NY.
  110. June 8, 1999: “Use of Trusts in Estate Planning,” Educational Foundation, NCCPAP Nassau/Suffolk Chapter, Imperial Manor, Bethp. , NY.
  111. June 16, 1999. “GST Planning Tips: It affects more than just your wealthiest clients.” Financial Network Investment Corp. Sole Speaker.
  112. August 8, 1999: ABA Annual Meeting Atlanta C-5 Committee Meeting: IRC “2503(b) and Gifts of FLP Interests; Gift on Formation of FLP,” Atlanta, GA. Sole Speaker.
  113. September 14, 1999: “Charitable Remainder Trusts and Family Limited Partnerships, the IRS Attack.” NJSCPA Education Foundation at The Brownstone House Paterson, NJ. Sole Speaker.
  114. September 16, 1999: “Planning for Closely Held Businesses – Practical Tips for CPA”s,” Financial Network Investment Corp. , Teaneck, NJ.
  115. October 5, 1999: “Estate Planning in New York,” Lorman Education Services, New York, NY.
  116. October 10, 1999: “The ABC”s of Trusts,” NAPFA (The National Association of Personal Financial Advisors), Northeast/Mid-Atlantic Regional Conference, New York, NY.
  117. October 20, 1999: “Charitable Lead Trusts, Chartable Remainder Trusts, “S” Corporation Stock and Trusts,” FNIC CPA Seminar, Glenpointe Center, Teaneck, NJ.
  118. October 26, 1999: “Children”s Trusts: 2053(c), 2503(b); Crummy Powers, etc.,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  119. November 9, 1999: “Trusts: GST Issues, Investment Provisions, Dynasty Trusts, etc.,” New Jersey Bar Association, ICLE, New Jersey Law Center, New Brunswick, NJ.
  120. November 17, 1999: “Qualified Personal Residence Trust (QPRT”s),” Financial Network Investment Corp. , Glenpointe Center, Teaneck, NJ.
  121. November 19, 1999: “Wealth Management and Transfer Planning for CPA”s and High Net Worth Clients: 10 Practical Tips on the Use of Trusts in Transferring Wealth,” NYSSCPAs, Merrill Lynch Conference Center, New York, NY.
  122. November 23, 1999: “Insurance Trust Insurance Provisions (Not Crummy Powers); Split Dollar Insurance; Group Term Life; Valuation of Gifts,” NJ Bar Association, ICLE, New Brunswick, NJ.
  123. December 7, 1999: “Charitable Lead Trust, Charitable Planning and Tax Considerations, GST Considerations, Drafting Considerations,” ICLE, New Jersey Bar Association, New Brunswick, NJ.
  124. December 15, 1999: “Charitable Remainder Trusts (CRT”s),” Financial Network Investment Corp. , Glenpointe Center, Teaneck, NJ.
  125. December 15, 1999: “Accounting Issues in Business and Other Transactions and Documents: Practical Tips for CPAs.” Financial Network Investment Corp. Sole Speaker.
  126. December 21, 1999: “Charitable Remainder Trusts,” ICLE, NJ Bar Association, New Brunswick, NJ.
  127. 1999. “Torah Values, Halachic Issues and Estate Planning” Sponsored by: Kosher Tropical Resorts, Inc. Sole Speaker.
  128. January 4, 2000: “Qualified Personal Residence Trusts (QPRTs),” ICLE, NJ Bar Association, New Brunswick, NJ.
  129. January 18, 2000: “Grantor Retained Annuity Trust,” ICLE, NJ Bar Association, New Brunswick, NJ.
  130. February 3, 2000. “Fiancial Planning Opportunities From Your Form 1040 Tax Return.” Sponsored by: CPA Club of New Jersey. Sole Speaker.
  131. February 9, 2000: “Tax Allocation Clauses,” ICLE, NJ Law Center, New Brunswick, NJ.
  132. February 16, 2000: “Investment Planning Under the Prudent Investor Act,” ICLE, NJ Bar Association, New Jersey Law Center, New Brunswick, NJ.
  133. February 17, 2000: “New York Limited Liability Companies Made Easy,” Lorman Education Services, New York City, NY.
  134. March 2, 2000: “Estate Planning For Your Retired Clients,” UJA Federation, New York, NY.
  135. March 7, 2000, March 29, 2000 and May 2, 2000: “Drafting The Four Key Trusts for An Estate Plan – Made Easy!,” NJ ICLE, Voorhees, NJ, New Brunswick, NJ, Fairfield, NJ.
  136. April 18, 2000, May 25, 2000 and June 21, 2000: “Closely Held Businesses: Planning and Organization Made Easy” the New Jersey Bar Association, NJ ICLE, Fairfield, NJ, Cherry Hill, NJ, New Brunswick, NJ.
  137. May 3, 2000: “Estate Planning for the Retiree,” The Fourth Annual Baruch College Conference on Estate, Financial and Retirement Planning, Baruch College Conference Center, New York, NY.
  138. May 17, 2000: “Marketing for Planned Giving Professionals — Estate Planning as a Transmission of Values, Not Just Wealth,” Planned Giving Day in May, Planned Giving Group of Greater New York, Luncheon Keynote Address, New York, NY.
  139. May 23, 2000: “Revocable Living Trusts In New York,” Lorman Education Services, New York, NY.
  140. May 31, 2000: “The First Steps to Estate Planning,” Fleet Bank, Teaneck, NJ.
  141. June 14, 2000: “The ABC”s of Creating a Trust,” Metropolitan Jewish Geriatric Foundation, William Club, New York, NY.
  142. July 9, 2000: “Estate Planning for Business Owners Roundtable,” American Bar Association Annual Meeting 2000, New York, NY.
  143. August 3-5, 2000: “Serious Stuff You Wish Your Grandparents Knew,” The Family Office Seminar, Balliett Financial Services, Inc., Winter Park, FL.
  144. September 19, 2000: “What Is the Impact of a Possible Estate Tax Repeal and What Steps Should You Take Now?,” Merrill Lynch, Fort Lee, NJ.
  145. October 3, 2000: “What You and Your Clients Need to Know About Charitable Planned Giving,” The Professional Advisory Committee of the Jewish Community Foundation, First Semi-Annual Estate Planning Conference, Eatontown, NJ.
  146. October 4, 2000: “Planning For Retirement Assets Made Easy,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  147. October 11, 2000: “FLP/LLC Discounts; Section 721 Investment Company Rules; Section 754/743 Optional Basis Adjustments; Investment Issues,” Planned Giving & Endowments Study Group, UJA Federation of New York, New York, NY.
  148. October 12, 2000: “Estate Planning Without Taxes?” Summit Bank, The Endowment Foundation of UJA Federation of Bergen County & North Hudson, Englewood, NJ.
  149. October 16, 2000: “A Tax Practitioners Review of Documents For Buying or Selling A Business,” Practitioners Publishing Company, Englewood, NJ.
  150. October 17, 2000: “Ten Estate Planning Mistakes and How to Avoid Them,” NAPFA, New School, New York, NY.
  151. October 18, 2000: “Planning for the Moderate Estate,” NYSSCPAs, Tax and Financial Conference, New York, NY.
  152. November 7, 2000: “Estate Planning Myths” New Jersey Advisory Study Group, Paramus, NJ.
  153. November 14, 2000: “Tips to Sell Insurance for Business Succession Planning,” Skandia and Visual Education Concepts, Teaneck, NJ.
  154. 2000 “Drafting LLC Operating Agreements Made Easy!” Featuring: Martin Shenkman. Speaker: Eamon J. Wall.
  155. 2000 “Plan and Draft Series: Session Seven: Grantor Retained Annuity/Uni Trusts. Co-speaker with John D. Bennett, Esq.
  156. January 4, 2001: “A Tax Review of Estate Planning and Revocable Living Trust Documents,” Englewood, NJ.
  157. January 6, 2001: “New Tax Laws, New Tax Strategies,” Balliett Financial Services, Lake Buena Vista, Orlando, FL.
  158. January 16, 2001: “Estate Planning Secrets for Everyone,” “Pension and Distribution Planning,” New York, NY.
  159. January 17, 2001: “A Tax Review of Estate Planning and Revocable Living Trust Documents,” Englewood, NJ.
  160. February 8, 2011: “Basic Estate Planning Tips that Aren”t So Basic,” UJA Federation of New York, New York, NY.
  161. February 8, 2011: “Jewish Law and Estate Planning: A Practical Approach,” UJA Federation of New York, New York, NY.
  162. February 14, 2001 and February 21, 2001: “Dynasty Trust Drafting Techniques; Income Tax Issues Affecting Family Limited Partnership and Limited Liability Companies,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  163. February 15, 2001: “Sales Tips for: Business Succession Planning for Insurance Consultants and Registered Representatives,” Whippany, NJ
  164. February 28, 2001: “Basic Estate Plan Tips That Aren”t So Basic: Marital Savings Clause, 721, GST Allocation, Gift Tax, Quasi-Fiduciary,” UJA Federation, New York, NY.
  165. February 28, 2001: “Jewish Law and Estate Planning – Practical Approach,” UJA Federation with Rabbi Howard Jachter, New York, NY.
  166. March 29, 2001: “Impact of Bush Federal Tax Proposal,” Association for a Better Long Island, Reckson Associates, Melville, Long Island, NY.
  167. May 2, 2001: “How to Reduce Your Estate Tax Without Cost or Legal Estate Tax Avoidance,” The Fifth Baruch College Conference on Estate, Financial and Retirement Planning, Baruch College, New York, NY.
  168. June 5, 2001: “Limited Liability Companies Made Easy,” panel chairman, Lorman Education Services, New York, NY.
  169. June 10, 2001: “Using Planned Giving Techniques to Raise More Money,” Tomchei Torah, Second Annual Fundraising Seminar, Brooklyn, NY.
  170. June 11, 2001: “CPAs Review of Partnership Agreements,” NJSSCPA, Paterson, NJ.
  171. June 19, 2001: “Will I Have Enough?” The Endowment Foundation of UJA Federation of Bergen County and North Hudson, Tenafly, NJ.
  172. June 25, 2001: “Annual Gifts and Estate Planning Seminar,” Pace University, New York, NY.
  173. June 26, 2001: “Planning Ideas for 2001 and Beyond,” co-speaker Lori R. Sackler, Allendale, NJ.
  174. June 28, 2001: “2001 Tax Relief Act; Estate Planning Without Taxes; How an Accountant Should Review a Will; Business Succession Planning,” Englewood, NJ.
  175. July 17, 2001: “Estate Planning After the Tax Relief Act of 2001,” Englewood, NJ.
  176. July 24, 2001: “Asset Protection Planning Tips for CPAs and Their Clients,” Englewood, NJ.
  177. July 31, 2001: “New York Limited Liability Companies Made Easy,” Lorman Education Services, New York, NY.
  178. September 24, 2001: “LLC”s and Sub S Income Tax Issues,” Englewood, NJ.
  179. October 16, 2001: “How to Plan an Estate When Congress Can”t Figure Out What It Wants Next,” New Jersey Study Group on Estate Tax Repeal, Paramus, NJ.
  180. October 22, 2001: “Divorce Planning, Tax, Economic and Other Issues” Englewood, NJ.
  181. October 25, 2001: “Estate Planning Without Tax Considerations,” NJ ICLE, Edison, NJ.
  182. October 31, 2001: “Master the Major Provisions and Implications of the 2001 Tax Act,” Baruch College, New York, NY.
  183. November 5, 2001: “Retirement Assets: Planning Tips” Guest Speaker William T. Knox IV, Esq. Englewood, NJ.
  184. November 19, 2001: “Stock Options ISO”s, NQSO”s, Phantom Stock and Other Compensation Agreements” Englewood, NJ.
  185. November 29, 2001: “Estate Planning Secrets of the Rich & Famous,” Albert Einstein College of Medicine, Yeshiva University, New York, NY.
  186. December 11, 2001: “What Practitioners Should Know About LLC”s: Practical Planning for Limited Liability Companies Made Easy,” Connecticut Bar Association, Stanford, CT.
  187. December 12, 2001: “Sophisticated Planning for Moderate Income Families,” NJ ICLE, 46th Semi-Annual Tax and Estate Planning Forum, New Jersey Law Center, New Brunswick, NJ.
  188. December 17, 2001: “Real Estate Investments- Tax and Related Planning” Englewood, NJ.
  189. March 13, 2002: “Exploring Probate Issues in New Jersey,” Lorman Education Services, Parsippany, NJ.
  190. April 2, 2002: “Estate Tax & Business Planning,” Scottsdale, AZ.
  191. April 16, 2002: “The ABC”s of Wills and Codicils,” Metropolitan Jewish Geriatric Foundation, The Town Club, New York, NY.
  192. April 23, 2002: “Trust Drafting Made Easy After The 2001 Tax Act,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  193. April 25, 2002: “Estate Planning After the 2001Tax Act,” Financial Planning Association, New York, NY.
  194. April 30, 2002: “Family Business Succession Using FLP”s and LLC”s,” ICLE, Edison, NJ.
  195. May 2, 2002: “Trust Drafting Made Easy,” ICLE, Mt. Laurel, NJ.
  196. May 3, 2002: “Family Limited Partnerships and Limited Liability Companies; Tax Planning Considerations,” Westchester Chapter Annual Tax, Estate and Financial Planning Conference for Accountants and Financial Planners, Armonk, NY.
  197. May 8, 2002: “[topic not recorded],” “AICPA High Net Worth Client Conference,” AICPA, Miami, FL.
  198. June 20, 2002: “Trust Drafting Made Easy After the 2001 Tax Act,” NJ ICLE, NJ Law Center, New Brunswick, NJ.
  199. June 24, 2002: “How Will I Survive?” Endowment Foundation of UJA Federation, Englewood, NJ.
  200. October 24, 2002: “Estate Planning in Turbulent Times – Planning Attitudes Have Changed,” CPA Club, Saddle Brook, NJ.
  201. January 14, 2003: “Limited Liability Companies Made Easy,” ICLE, Fairfield, NJ.
  202. February 13, 2003: “Estate Planning For Singles: Powers, Living Wills, Revocable Trusts, Pre-Nups, Living Together Agreements,” New York, NY.
  203. February 19, 2003: “Limited Liability Companies Made Easy,” ICLE, NJ Law Center, New Brunswick, NJ.
  204. February 20, 2003: “What You Need To Know About Small Business Liability Risks,” Money Matters, Mahwah, NJ.
  205. February 27, 2003: “Trusts and Divorce,” UJA, New York, NY.
  206. March 2, 2003: “Estate Planning,” B”nai B”rith, Paramus, NJ.
  207. March 11, 2003: “Limited Liability Companies Made Easy,” ICLE, NJ Law Center, Mt. Laurel, NJ.
  208. March 11, 2003: “Estate Planning Secrets of the Rich and Famous,” Yeshiva University, New York, NY.
  209. March 20, 2003: “Estate Planning Secrets of the Rich and Famous,” Yeshiva University, Teaneck, NJ.
  210. March 27, 2003: “Estate Planning for Troubled Times,” Unitarian Church, Paramus, NJ.
  211. May 2, 2003: “[topic not recorded],” Westchester Tax, Estate & Financial Planning Conference for Accountants and Financial Planners, NYSSCPAs, Executive Planning Center, Armonk, NY.
  212. May 14, 2003: “What You Need to Know About Small Business Liability,” Small Business Economic Forum, Englewood, NJ.
  213. June 9, 2003: “A Peek Into The Crystal Ball: Estate, Financial and Tax Planning in Challenging Times,” The Endowment Foundation of UJA Federation of Bergen County & North Hudson, Englewood, NJ.
  214. June 22, 2003: “Halachic Issues and Estate Planning,” The SINAI Circle of SINAI Special Needs Institute, Englewood, NJ.
  215. September 18, 2003: “Sophisticated Estate Planning Strategies for Attorneys and CPAs,” The American Friends of Bar-Ilan University, New York, NY.
  216. October 2, 2003: “Structuring the Professional Practice – Practical Tax, Business and Negotiating Strategies,” The CPA Club, Saddle Brook, NJ.
  217. October 23, 2003: “ABC”s of Planning and Drafting,” The Brooklyn Bar Association, Brooklyn Bar Meeting Hall, Brooklyn, NY.
  218. October 23, 2003: “Estate Planning Tips,” Personal Financial Planning Conference, Campisi Financial Network and FCMC Mortgage, Teaneck, NJ.
  219. October 29, 2003: “Complying With The Uniform Principal and Income Act of 2001,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  220. November 5, 2003: “5 Biggest Estate Planning Mistakes and How to Avoid Them,” WNET Estate Planning Seminar, New York, NY.
  221. November 13, 2003: “Estate Planning Case Studies for CPA”s,” 2003 Annual Tax/ Plenary Conference, Foundation for Accounting Education, New York, NY.
  222. November 25, 2003, December 8, 2003, and January 14, 2004: “Estate Planning Made Even Easier,” ICLE, Mt. Laurel, NJ, Iselin, NJ, Fairfield, NJ.
  223. January 27, 2004: “Watch Out For Income Tax Issues in Family Limited Partnerships” Hot Tips in Taxation VII, NJ ICLE, Edison, NJ.
  224. February 12, 2004: “Important Financial Planning Tips You Should Know,” Estate, Tax and Financial Planning Conference, UJA Federation, New York, NY.
  225. April 18, 2004: “Income Tax and Financial Planning Tips for Your Golf Buddies,” AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas, NV.
  226. April 19, 2004: “Accountant”s Own Planning ” Don”t Be the Barefoot Shoemaker,” AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas, NV.
  227. April 19, 2004: “Trust a Trust: Panel on Trusts,” AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas, NV.
  228. May 2, 2004: “Accountant”s Role in Reviewing Tax and Business Transactions,” NPI, Orlando, FL.
  229. May 5, 2004: “Top 10 Tips, Pitfalls and Traps in Estate and Financial Planning,” NPI, St. Thomas, VI.
  230. May 11, 2004: “Managing and Preserving the Family Jewels,” Wealth Management and Financial Advisors, Merrill Lynch Private Client Group, Paramus, NJ.
  231. May 18, 2004: “529 College Savings Plans and Other Vehicles to Save for A Child”s Future – Technical Analysis; Sophisticated Planning,” CPE Series, Teaneck, NJ.
  232. June 9, 2004: “Hidden Income Tax Issues in LLC Operating Agreements,” ICLE 51st Semi-Annual Estate Planning Seminar, New Brunswick, NJ.
  233. June 14, 2004: “The Use of Health Care Proxies in New Jersey, An Update in Light of the Schiavo Case,” M&T Bank for the Endowment Foundation of UJA, Federation of Bergen County and North Hudson, Englewood, NJ.
  234. June 16, 2004: “A Technical Review of a Model S Corporation Shareholders” Agreement Focusing on Technical Tax Issues Affecting CPAs,” CPE Series, Teaneck, NJ.
  235. July 29, 2004: “Trust Planning: Strategic Planning For Your High-Net-Worth Clients,” New York, NY.
  236. August 2, 2004: “18 Golf Tips to Sell Insurance: One Policy a Hole,” Prudential, Chicago, IL.
  237. September 14, 2004: “Principal and Income Act: Impact on Drafting Trust Distribution and Investment Provisions,” New York Estate, Tax and Financial Planning Conference, New York, NY.
  238. October 20, 2004: “Insurance Trusts: Everything a CPA Needs to Know,” CPE Series, Teaneck, NJ.
  239. October 29, 2004: “Accountant”s Role in Reviewing Tax and Business Transactions: Top 10 Tips, Pitfalls, and Traps in Estate and Financial Planning,” NTI Seminar, Miami, FL.
  240. November 3, 2004: “The ABC”s of Trust Drafting,” ICLE Trust Seminar North Jersey, Fairfield, NJ.
  241. November 9, 2004: “Living Wills; Protecting Yourself and Your Loved Ones,” CPA Financial Planning Case Study, Saddle Brook, NJ.
  242. November 21-22, 2004: “Strategies for Reducing Estate and Income Taxes Through Charitable Giving,” National United Goor Foundation Leadership Conference, Tarrytown, NY.
  243. January 18, 2005: “Addressing the Inequities in the Biblical Laws of Succession,” JCC on the Palisades, Tenafly, NJ.
  244. January 25, 2005: “Favoring or Disinheriting One”s Heirs in a Will,” Estate Planning in Accordance With Jewish Values and Jewish Laws, JCC on the Palisades, Tenafly, NJ.
  245. February 1, 2005: “How to Write a Will in a Manner That Will Avoid Family Feuds Emerging as a Result of Passionate Disputes Regarding Death, Funeral and Burial,” JCC on the Palisades, Tenafly, NJ.
  246. February 8, 2005: “Priorities in Charitable Donations According to Jewish Law, Especially in Regard to Estate Planning,” JCC on the Palisades, Tenafly, NJ.
  247. February 9, 2005: “Ethical Considerations in Estate Planning: Integrating Religious and Personal Wishes,” “Estate, Tax and Financial Planning; Retirement Planning and Elder Law,” UJA Federation Mid-Winter Conference, CLE & CPA, New York, NY.
  248. February 15, 2005: “Writing an Ethical Will,” Estate Planning in Accordance With Jewish Values and Jewish Law, JCC On the Palisades, Tenafly, NJ.
  249. February 22, 2005: “Jewish Prenuptial Agreements as an Estate Planning Tool,” JCC On the Palisades, Tenafly, NJ
  250. March 22, 2005: “Estate Planning Basics,” Gary Goldberg Planning Services, Inc., Manalapan, NJ.
  251. March 31, 2005: “Unvarnished Truth about Estate Planning,” Rutgers and Daily Record, Morris Township, NJ.
  252. April 14, 2005: “Estate Tips to Sell Insurance Products,” David Lerner Organization, Forrestal Village, Princeton, NJ.
  253. May 3, 2005: “Gift Tax Returns including GST Issues,” AICPA High Net Worth Conference, Las Vegas Seminar, Las Vegas, NV.
  254. May 3, 2005: “Buy & Sell Agreements,” AICPA High Net Worth Conference, Las Vegas Seminar, Las Vegas, NV.
  255. May 18, 2005: “Assuring That Your End-of-Life Decisions Are Respected,” New York University Medical Seminar, New York, NY.
  256. May 19, 2005: “Estate Planning,” “New Dimensions,” Central Unitarian Church, Paramus, NJ.
  257. May 24, 2005: “Estate Planning for Brokers and Their High Net Worth Clients,” Fidelity, Paramus, NJ.
  258. May 25, 2005: “Gift Tax Returns, Practical Planning Strategy, Analysis of Applicable Law and Reporting Requirements,” CPE Series, Teaneck, NJ.
  259. May 26, 2005: “Closely Held Businesses,” ICLE, NJ Law Center, New Brunswick, NJ.
  260. June 16, 2005: “S Corporation Income Tax Issues: Liquidation, Transfer of Ownership, Q-Subs, etc.” CPE Series, Teaneck, NJ.
  261. June 28, 2005: “Estate Planning for Physicians and Health Care Professionals; Asset Protection and Wealth Preservation Planning,” Yeshiva University, New York, NY.
  262. July 13, 2005: “A Practical Review of the New Jersey Probate Code and How It Impacts Planning, Estates and More,” CPE Series-Probate, Teaneck, NJ.
  263. July 14, 2005: “Family Limited Partnerships and Family LLC”s: Planning and Current Issues,” ICLE, Fairfield, NJ.
  264. August 25, 2005: “Form 1041 – Trust Income Tax Return Issues – A Technical Analysis of Filing and Other Requirements,” Teaneck, NJ.
  265. December 1, 2005: “Investment Planning Issues,” Teaneck, NJ.
  266. February 9, 2006: “Estate Planning Update: Summary of Planning Ideas from the 2006 Heckerling Institute on Estate Planning,” CPE Program, Teaneck, NJ.
  267. May 8, 2006: “Accountant”s Role in Review of LLC”s,” presented at Tax Strategies Conference for the High Income Individual” AICPA, Las Vegas, NV.
  268. May 9, 2006: “Crossfire Panel Discussion,” presented at Tax Strategies for the High Income Individual conference AICPA, Las Vegas, NV.
  269. June 7, 2006: “Religious Issues in Wills, Medical Directives and Other Estate Planning Documents,” “55th Semi-Annual Tax and Estate Planning Forum,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  270. June 15, 2006: “Estate Planning Boot Camp,” ICLE, Edison, NJ.
  271. June 29, 2006: “How to Read an Insurance Trust; How to Terminate an ILIT; Case Study: Selling a Business,” CPE Seminar Series, Marriott at Glenpointe, Teaneck, NJ.
  272. July 25, 2006: “Powers of Attorney; Conducting an Annual Client Review,” CPE Seminar Series, Marriot at Glenpointe, Teaneck, NJ.
  273. August 24, 2006: “LLC Income Tax and Other Current Issues” CPE Seminar Series, Marriot at Glenpointe, Teaneck, NJ.
  274. September 19, 2006: “When Your Kid Turns 18,” CPE Seminar Series, Teaneck, NJ.
  275. September 20, 2006: “Corporations, Partnerships, LLC”s and LLP”s,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  276. September 20, 2006: “Practical Ideas for LLC Planning: Tax, Estate, Asset Protection, and Drafting,” presented at the UJA-Sidney Kess Annual New York Estate, Tax & Financial Planning Conference, Marriott Marquis, New York City, NY.
  277. September 28, 2006: “Accountants Role in Review of LLC”s,” “Sophisticated Tax Planning for Your Wealthy Clients,” AICPA, TIAA-CREF, New York, NY.
  278. October 17, 2006: “Living Wills,” JCC on the Palisades, Tenafly, NJ.
  279. October 18, 2006: “Practical Asset Protection Planning for Physicians,” Holy Name Hospital, Teaneck, NJ.
  280. October 23, 2006: “Investment Planning Issues: Investing GRAT Assets; Investing for Children,” CPE Seminar Series, Marriott Glenpointe, Teaneck, NJ.
  281. October 24, 2006: “Estate Planning and Jewish Traditions ” Wills and Inheritance,” JCC on the Palisades, Tenafly, NJ.
  282. November 13, 2006: “Charitable Planning Case Study – Charitable Giving Options,” CPE Seminar Series, Marriott Glenpointe, Teaneck, NJ.
  283. November 14, 2006: “Estate Planning and Jewish Traditions ” Living Wills”,” JCC on the Palisades, Tenafly, NJ.
  284. November 16, 2006: “Planning for Professional Practices,” presented at Fourth Annual Sophisticated Trusts and Estates Law Institute, NYSBA, The Millennium Broadway Hotel, New York City.
  285. November 17, 2006: “LLC Operating Agreement – Technical Review of Tax, Buy-Out and Insurance Issues Affecting CPA”s,” CPE Series, Teaneck, NJ.
  286. December 12, 2006: “Probate Planning Issues,” CPE Seminar Series, Marriott Glenpointe, Teaneck, NJ.
  287. December 19, 2006: “Trust Drafting Boot Camp,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  288. January 17, 2007: “Situs ” Figuring Out Where Your Trust Will be Taxed,” “Hot Tips in Taxation: 2007,” ICLE, NJ.
  289. April 24, 2007: “The Essentials of Estate Planning,” Ohel Children”s Homes & Family Services, Teaneck, NJ.
  290. May 8, 2007: “Heckerling Review — Part II,” 2007 Professional Seminar Series, Marriott Glenpointe Hotel, Teaneck, New Jersey.
  291. May 9, 2007: “Estate Planning: What it”s Really About?,” May 9, 2007.
  292. May 11, 2007: “Homeownership: Let Me Count the Ways,” NYSSCPA Conference, Session 105.
  293. June 12, 2007: “Grantor Trust Rules; Buy-Sell Agreements,” Professional Seminar Series, Marriott Glenpointe Hotel, Teaneck, New Jersey.
  294. June 21, 2007: “Practical Asset Protection for Clients of Wealth,” “High Net Worth Conference,” NJSSCPAs, Marriott Glenpointe, Teaneck, New Jersey.
  295. July 12, 2007: “Trust Situs and State Income Taxation; HIPAA,” Professional Seminar Series, Marriott Glenpointe, Teaneck, New Jersey.
  296. August 9, 2007: “A Practitioner”s Guide to Home Ownership: Legal, Tax & Estate Planning Tips,” panel chairman, ICLE, Holiday Inn, Saddle Brook, New Jersey.
  297. August 15, 2007: A Professional Breakfast Seminar: “Religion and Estate Planning,” Wachovia Wealth Management, The Union League Club, New York, NY.
  298. October 2, 2007: “Succession Planning,” Sophisticated Tax Planning for Your Wealthy Clients, AICPA, TIAA-CREF, New York, NY.
  299. October 19, 2007: “Religious Diversity ” Awareness Brings Opportunities to Your Practice and Personal Rewards,” American Bar Association, Section of Real Property, Probate & Trust Law, Westin Minneapolis, Minnesota.
  300. November 27, 2007: “Succession Planning,” presented at Sophisticated Tax Planning for Your Wealthy Clients, AICPA, TIAA-CREFF, New York, NY.
  301. February 28, 2008: “Estate Planning Bootcamp,” ICLE, Clarion Hotel & Towers, Edison, New Jersey.
  302. May 7, 2008: “Practical Checklists for Practitioners,” AICPA High Net Worth Conference, Las Vegas, NV.
  303. May 9, 2008: “HIPAA: What Every CPA Must Know,” AICPA High Net Worth Conference, Las Vegas, NY.
  304. May 21, 2008: “Estate Planning for Seniors,” Teaneck Senior Advisory Board Estate Planning Seminar, Teaneck, NJ.
  305. July 15, 2008: “Trust Drafting Bootcamp,” ICLE, Mayfair Farms, West Orange, NJ.
  306. August 12, 2008: “Trusts: The Next Big Thing,” Webinar.
  307. August 19, 2008: “Practical Checklists for Practitioners,” Sophisticated Tax Planning for Your Wealthy Clients, AICPA Conference, New York, NY.
  308. September 10, 2008: “Business Drafting Bootcamp,” ICLE, West Orange, NJ.
  309. September 18, 2008: “Health Issues That Affect Planning: Competency, HIPAA, and Chronic Illness,” UJA, Marriott Marquis, New York City, NY.
  310. September 18, 2008: “10 Practical Asset Protection Steps CPAs Can Guide Their Clients To Do (TX), Mayfair Farms, West Orange, NJ.
  311. October 29, 2008, “Hot Tips in Taxation,” ICLE, New Jersey Law Center, New Brunswick, NJ.
  312. November 11, 2008, “Practical Checklists for Practitioners,” Sophisticated Tax Planning for Your Wealthy Clients, AICPA Conference, New York, NY.
  313. November 13, 2008: “Health Issues & Estate Planning,” CareOne at The Cupola & Personal Financial Solutions, LLC, Paramus, NJ.
  314. November 18, 2008: “Current Trends in Estate Planning,” Annual Tax/Plenary Conference, Foundation for Accounting Education, Marriott Marquis, New York, NY.
  315. November 21, 2008: “Religion and Estate Planning,” Sixth Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY.
  316. December 18, 2008: “Estate Planning Through Economic Turmoil,” NJICLE Estate Planning Webinar.
  317. January 21, 2009: “Estate and Related Planning During Economic Turmoil,” American Bar Association, Section of Real Property, Trust and Estate Law, ABA Center for Continuing Legal Education, Teleconference and Live Audio Webcast.
  318. January 26, 2009: “Highlights from the 2009 Heckerling Institute,” NJICLE Tax/Estate Planning Seminar, New Jersey Law Center, New Brunswick, NJ.
  319. February 24, 2009: “Powers of Attorney, Living Wills, Health Proxies, and HIPAA Releases,” Bergen County Bar Association Continuing Legal Education Seminar, Hackensack, NJ.
  320. March 17, 2009: “Limited Liability Companies Made Easy,” NJICLE Business Law/General Practice Seminar, Wilshire Grand, West Orange, NJ.
  321. March 24, 2009: “Drafting Life Insurance Trusts,” Bergen County Bar Association Continuing Legal Education Seminar, Hackensack, NJ.
  322. May 13, 2009: “Planning During Economic Turmoil,” AdvisorMax Coaching, Webinar.
  323. June 1, 2009: “Split-Dollar Life Insurance Arrangements: What Estate Planners Need to Know,” NJICLE Tax/Estate Planning Seminar, New Jersey Law Center, New Brunswick, NJ.
  324. June 22, 2009: “Limited Liability Companies Made Easy,” NJICLE Business Law/General Practice Seminar, DoubleTree Suites, Princeton, NJ.
  325. July 1, 2009: “How to Maintain and Administer an Estate Plan,” AdvisorMax Coaching, Webinar.
  326. July 28, 2009: “Closely Held Business Planning During Economic Turmoil,” Marriott Glenpoint Hotel, Teaneck, NJ.
  327. September 9, 2009: “Succession Planning: Insurance Planning and Drafting Considerations,” New York Estate, Tax & Financial Planning Conference, New York Hilton, New York, NY.
  328. September 22, 2009: “How to Motivate Clients to Plan Under Current Conditions,” Why 2009 is so Important for Planning: Why Everyone Should Do Reviews Now, AICPA/NAEPC, Webinar.
  329. October 7, 2009: “Why 2009 is so Important for Financial and Estate Planning,” Memorial Sloan-Kettering Cancer Center Estate Planning Seminar, Rockefeller Research Laboratories, New York, NY.
  330. October 16, 2009: ABA Emotional & Psychological Issues in Estate Planning: Estate Planning for Clients with Chronic Illness, Webinar.
  331. October 19, 2009: “Why 2009 is so Important for Financial and Estate Planning: Reviews Everyone Should Do Now!” American Institute of CPAs & National Association of Estate Planners & Councils, Webinar.
  332. October 20, 2009: “Trust Drafting Bootcamp,” NJICLE, Renaissance Woodbridge Hotel, Woodbridge, NJ.
  333. October 22, 2009: “Matrimonial Considerations in Estate and Trust Planning,” www.lorman.com National Teleconference.
  334. October 26, 2009: “Estate Planning Traps: How to Protect Clients from Common Mistakes,” Forbes, Webinar.
  335. November 10, 2009: “Mistakes Practitioners Make in Estate & Trust Issues,” New Jersey Society of CPAs, Pines Manor, Edison, NJ.
  336. November 17, 2009: “Estate Planning During Economic Turmoil ” Special Topics: Matrimonial, Alternate Valuation Date, Succession, Charity,” Sophisticated Tax Planning for Your Wealthy Clients, AICPA, Marriott, New York, NY.
  337. November 18, 2009: “20 Ways to Sell Life Insurance,” Park Avenue Club, Florham Park, NJ.
  338. November 18, 2009: “Succession and Insurance Planning and Drafting for the Closely Held Business,” Business Planning Roundtable with Wachovia, Wells Fargo Company, Webinar.
  339. November 19, 2009: “Estate Planning for Chronic Illness,” Seventh Annual Sophisticated Trusts and Estates Law Institute, Trusts and Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association, The Westin New York at Times Square, New York, NY.
  340. December 9, 2009: “Estate Planning Traps: How to Protect Your Clients from Common Mistakes,” Forbes Advisor iConference.
  341. December 15, 2009: “Planning for Chronic Illness: Estate, Tax and Financial,” Marriott Glenpoint Hotel, Teaneck, NJ.
  342. December 17, 2009: “Planning for Chronic Illness: Estate, Tax and Financial,” Marriott Hanover, Whippany, NJ.
  343. “2010 April Fools Tax Update: Impact on Estate and Financial Planning. “
  344. January 5, 2010: “Helping a Loved One with Chronic Illness: Practical Advice & Legal Issues,” CareOne at Teaneck, Teaneck, NJ.
  345. February 22, 2010: “Responding to the Estate Tax Repeal,” CPA Resource, Teleconference.
  346. February 24, 2010: “Planning for Clients with Chronic Illness,” NJICLE, Crowne Plaza Hotel, Fairfield, NJ.
  347. February 24, 2010: “Estate Tax 2010: The Final Frontier Where No Estate Planner Has Gone Before,” Anti-Defamation League, New York, NY.
  348. March 16, 2010: “Top Sales Ideas for 2010,” owR Opinion, LLC, Oakland, NJ.
  349. April 27, 2010: “Estate Planning Overview for 2010 Planning for the Closely Held Business,” Columbia Bank Seminar.
  350. May 4, 2010: “Planning for Clients with Chronic Illness,” AICPA Conference on Tax Strategies for the High-Income Individual, Las Vegas, NV.
  351. May 7, 2010: “Estate Planning for People Living with Chronic Illness,” American Bar Association, Section of Real Property, Trust & Estate Law, 21st Annual Spring Symposia, Philadelphia Marriott Downtown, Philadelphia, PA.
  352. May 27, 2010: “To Roth or Not to Roth ” Is a Roth IRA Conversion Right for You?” UJA-Federation of Northern New Jersey, Paramus, NJ.
  353. June 28, 2010: “Chai Tea: A Taste of Estate Planning,” UJA-Federation of New York”s Planned Giving and Endowments Department, New York, NY.
  354. August 31, 2010: “Estate and Financial Planning for Clients Living with Chronic Illness,” Pittsburgh, PA.
  355. September 14, 2010: “Trust Situs and Planning to Minimize or Avoid State Income Taxes on Trusts,” PLI, 41st Annual Estate Planning Institute, New York, NY.
  356. September 16, 2010: “Charitable Giving: Creative Techniques to Accomplish Specific Client Objectives,” New York Estate, Tax & Financial Planning Conference, UJA-Federation of New York, New York, NY.
  357. Oct. 12, 2010: “Income Tax Issues and Planning Opportunities for Clients with Disabilities” Bergen Community College, Paramus, NJ.
  358. Oct. 13, 2010: “Financial and Estate Planning: What Should Your Clients Do Now,” Web seminar, www.canopic.com
  359. October 17-22, 2010: “Family Limited Partnerships- The Continuing Saga”, 69th Annual New York University Institute of Federal Taxation, New York, NY
  360. Nov. 16, 2010: “Estate Planning: The Human Perspective,” AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients, New York, NY.
  361. Nov. 17, 2010: “What are we doing with Estate Planning in an Uncertain Environment: A Panel Discussion,” AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients, New York, NY.
  362. Nov. 17, 2010: “Life Insurance Updates,” Bergen Community College, Paramus, NJ.
  363. Nov. 30, 2010: “Trust Situs and State Taxation: Practical Planning Implications,” Lorman Teleconference.
  364. Dec. 30, 2010: “Responding to the New Estate Tax Bill,” Lorman Teleconference.
  365. January 4, 2011 “2010 Estate Tax Planning,” Bergen Community College, Paramus, NJ.
  366. Jan. 26, 2011: “The New Revisions to the Federal Estate, Gift & Generation Skipping Tax: An Essential Update” NJ ICLE Seminar, Fairfield, NJ.
  367. February 3, 2011 Bank of NY Mellon “Estate Planning After the 2010 Tax Act,” Yale Club, New York City, New York.
  368. Febraruy 15, 2011, New Jersey ICLE “Heckerling: Review of Highlights of the Heckerling Institute on Estate Planning,” with Rich Greenberg and Glen Henkel,.New Brunswick NJ.
  369. Mar. 1, 2011: “Planning for Chronic Illness” Seminar for The Other Big 8, Hackensack, NJ.
  370. March 24, 2011, “Estate and Financial Planning for Clients Living with Chronic Illness,” Princeton, New Jersey.
  371. March 25, 2011: “Estate and Financial Planning for Clients Living with Chronic Illness” Bethesda, Maryland.
  372. March 25, 2011: “Role of Social Workers in the Estate Planning Process,” Bethesda, Maryland.
  373. March 28, 2011 “Estate and Financial Planning for Clients Living with Chronic Illness,” Chapel Hill, North Carolina.
  374. March 30, 2011 “Estate and Financial Planning for Clients Living with Chronic Illness,” Jacksonville, Florida (professional audience).
  375. March 31, 2011 “Estate and Financial Planning for Clients Living with Chronic Illness,” Amelia Island, Florida, webinar on www.leimbergservices.com.
  376. March 31, 2011 “Estate and Financial Planning for Clients Living with Chronic Illness,” Jacksonville, Florida (consumers).
  377. April 5, 2011, “Estate and Financial Planning for Clients Living with Chronic Illness, Financial Planning Association (FPA), Tampa, Florida.
  378. May 2, 2011 “Estate Planning after the 2010 Tax Act,” Westchester CPA Society, Armonk, NY.
  379. May 10, 2011, “Tax Season Update,” Bergen County Community College, Paramus, New Jersey.
  380. May 10, 2011: “Estate Planning Conference” NJSCPA Seminar, Mayfair Farms, NJ.
  381. June 14, 2011: “Portability – – Are You Correctly Advising Clients?” Teleconference, with Robert Keebler.
  382. June 14, 2011, “Planning for Closely Held Businesses Checklists,” Bergen County Community College, Paramus, New Jersey.
  383. Jun. 16, 2011: “Financial Planning Webcast” Bisk Education Webinar.
  384. July 12, 2011: “Tax and Estate Planning Tips and Techniques” Bergen County Community College, Paramus, NJ.
  385. July 18, 2011, “Matrimonial Considerations and Estate Planning,” teleconference sponsored by Ultimate Estate Planner.
  386. August 16, 2011: “Estate Planning and Matrimonial Issues,” Bergen County Community College, Paramus, NJ.
  387. September 8, 2011: “Charitable Planning: Practical Strategies for Real Clients,” AICPA Web Seminar.
  388. September 12, 2011: “Budget Control Act: Tax and Planning Implications,” Lorman Audio Conference.
  389. September 13, 2011: “Planning for Post-Death Elections,” 42nd Annual Estate Planning Institute, Practicing Law Institute (PLI), New York City, NY.
  390. September 20, 2011: “Estate Planning for Clients with Chronic Illnesses” Ohel Children”s Home and Family Services presentation, Teaneck, NJ.
  391. September 23, 2011: “Taxes, the Jobs Act, Deficit Reduction, Extenders, Etc” What you need to know,” AICPA Conference Call.
  392. September 27, 2011: “Gift-Tax Returns,” 42nd Annual Sidney Kess NY Estate, Tax & Financial Planning Conference, New York, NY.
  393. October 17, 2011: “Estate and Financial Planning for those living with Multiple Sclerosis,” National Multiple Sclerosis Society, Webinar. Moderated by Hani Sarrji and co-hosted with Dr. Nicholas G. LaRocca.
  394. October 17, 2011: “Estate and Financial Planning for those living with COPD,” The COPD Foundation, Webinar. Moderated by Hani Sarrji and co-hosted with John Walsh, President of the COPD Foundation.
  395. October 18, 2011: “Estate and Financial Planning for those living with Parkinson”s Disease,” The Michael J. Fox Foundation for Parkinson”s Research, Webinar. Moderated by Hani Sarrji and co-hosted with Seanna Bruno.
  396. October 18, 2011: “Estate Planning Awareness Week: Consumer Webinar,” AICPA, Webinar, Panelist.
  397. October 18, 2011: “Estate and Financial Planning for those living with Alzheimer”s Disease,” The Alzheimer”s Association, Webinar. Moderated by Hani Sarrji and co-hosted with Ruth Drew and Mary Bohmke.
  398. October 19, 2011: “Estate and Financial Planning for Clients Living With Chronic Illness,” ABA, Webinar, Co-Presented by Bernard A. Krooks.
  399. October 19, 2011: “Role of the Care Manager in Estate Planning for Clients Living with Chronic Illness,” PESI, Webinar, Co-Hosted with Marci Sadorf and Stephanie Chong.
  400. October 20, 2011: “Estate and Financial Planning for Clients with Chronic Illnesses,” Ultimate Estate Planner, Webinar.
  401. November 3, 2011: “Planning for Clients with Chronic Illness,” AAA-CPA Seminar, New York, NY.
  402. December 21, 2011: “Estate Planning in New Jersey,” NJSCPA Webcast.
  403. January 9 ” 13 2012: “46th Annual Heckerling Institute on Estate Planning”
  404. January 30, 2012: “Trusteed cross purchaser: structuring a buy sell agreement with multiple shareholders for tax and legal advantage,” NJICLE Hot Tips in Taxation Seminar, New Brunswick, NJ.
  405. February 21, 2012: “2012 Heckerling Institute Cliff Notes Version.
  406. February 28, 2012: “The Human Aspects of Estate Planning.” New York, NY.
  407. February 28, 2012: “Gift Tax Returns: Form 709” New York, NY.
  408. February 28, 2012: “Dynasty Trusts, Self Settled Trusts and BDITs”. New York, NY.
  409. March 8, 2012: “NAPFA Northeast/Mid-Atlantic Region 2012 Symposiums.”
  410. March 14, 2012: “2012 Teleconference Schedule: Gift Tax Returns, Traps and Tips for Practitioners Heading into Filing Season.”
  411. March 15, 2012: “Are you aware of the lurking 2012 estate planning traps?”
  412. March 29, 2012: “Essential Financial, Retirement and Estate Planning for Lawyers.” NJSBA.
  413. April 5 ” 6, 2012: “Income Tax Planning Opportunities for Individuals with Chronic Illness and Disability.” NJICLE.
  414. April 17, 2012: “Ultimate Estate Planner Probate Administration Planning.”
  415. April 18, 2012: “Is Your Estate Admin Revenue Down?” Sole Speaker.
  416. April 23, 2012: “Estate Planning and Chronic Illness,” and “Matrimonial Considerations and Estate Planning,” Kansas City Bar Association , Kansas City, MO
  417. April 23, 2012: “Estate and Financial Planning with Chronic Illness in the Family,” National Multiple Sclerosis Society, Kansas City, MO
  418. April 24, 2012: “Article on LLCs for CPA magazine.
  419. April 26, 2012: “Estate and Financial Planning for Chronic Illness,” New Mexico Society of Certified Public Accountants , Albuquerque, NM
  420. April 26, 2012: “2012 Estate Planning ” What to Advise Your Clients Now,” New Mexico Society of Certified Public Accountants , Albuquerque, NM
  421. April 29, 2012: “Divorce Planning: What to Tell Every Client Who Wants to Protect A Child from Divorce,” AICPA, Las Vegas, NV
  422. April 30, 2012: “Estate and Financial Planning for Chronic Illness,” Southern Nevada Estate Planning Council, Las Vegas, NV.
  423. May 1, 2012″ “Navigating Through Turbulent Estate Tax Waters: A Panel Discussion,” AICPA, Las Vegas, NV.
  424. May 2, 2012: “Charitable Giving in 2012,” AICPA, Denver, CO.
  425. May 2, 2012: “Planning for the Future with MS ” Our Story,” AICPA, Denver, CO.
  426. May 3, 2012: “Estate and Financial Planning for Chronic Illness and Disability,” Estate Planning Council Southeast Denver, Denver, CO.
  427. May 3, 2012: “Estate and Financial Planning for Chronic Illness,” Women”s Estate Planning Council, Denver, CO.
  428. May 4, 2012: “Estate Planning for Those Living with Multiple Sclerosis,” National Multiple Sclerosis Society, Denver, CO.
  429. May 4, 2012: “Income Tax Planning for Clients Living with Chronic Illness,” AAA-CPA, Denver, CO.
  430. May 8, 2012: “Estate and Financial Planning for Chronic Illness.” Bar Association of Metropolitan St. Louis, St. Louis, MO.
  431. June 5, 2012: “NAPFA Northeast/Mid-Atlantic Region 2012 Symposiums: Investment and Estate Planning.”
  432. June 19, 2012: “Financial Planning and serving the Cognitively Impaired Client” New Jersey Foundation for Aging, Springfield, NJ.
  433. June 20, 2012: “67th Semi-Annual Tax & Estate Planning Forum.”
  434. July 12, 2012: “New Jersey Law and Ethics”. NJSCPA
  435. July 19, 2012: “Trust Planning for 2012: DAPT, BDIT, Dynasty- What You Should Be Advising Clients Now,” Lorman Education, Webinar.
  436. September 10-11, 2012: “43rd Annual Estate Planning Institute.” PLI
  437. September 13, 2012: “2012 Sidney Kess UJA Conference.”
  438. September 27, 2012: “Estate and Financial Planning for Clients Living with Chronic Illness.” American Association of Attorney-Certified Public Accountants
  439. October 4-6, 2012: “2012 International Symposium: The Multiple Sclerosis BRAIN.”
  440. October 22-23, 2012: “2012 AICPA Sophisticated Tax Planning Conference: Speaker Info & Session Description.
  441. October 25, 2012: “Estate Planners Day 2012 Featuring Stacy Eastland, AEP”.
  442. October 31, 2012: “Structuring Transfers to Irrevocable Trusts in 2012.” NJICLE
  443. November 7, 2012: “Be the first to advise your clients the day after the election!”
  444. November 14, 2012: “2012 Last Minute Planning Considerations: What may still be feasible as year end gets close audio conference.”
  445. December 11, 2012: “2012 Annual Tax/Plenary Conference.” Foundation for Accounting Education.
  446. January 14 ” 18: “47th Annual Heckerling Institute on Estate Planning.”
  447. January 17, 2013: “Estate Planning: The New Frontier.”
  448. January 24, 2013: “Report from the Heckerling Institute on Estate Planning 2013.” Financial Service Professionals.
  449. January 30, 2013: “Hot Tips in Taxation 2013.” NJICLE Seminar
  450. January 30, 2013: “Keeping Our Parents Closer as the Years Grow Shorter.”
  451. February 4, 2013: “Estate Planning After the American Taxpayer Relief Act of 2012.” New York, NY.
  452. February 6, 2013: “Estate and Financial Planning for Clients Living with Chronic Illness.” Mercer County Estate Planning Council
  453. February 7, 2013: “2013 Heckerling Institute Review: Practical Planning Ideas From the Country”s Top Estate Planning Experts.” NJICLE Seminar
  454. February 12, 2013: “Aging Parents: Estate, Financial and Related Planning.”
  455. February 13, 2013: “Planning for Chronic Illness ” Followed by 2013 Heckerling Review” GNJEPC, Washington Twnshp, NJ.
  456. February 13, 2013: “Financial Planning Strategies for 2013 and Beyond.” Hosted by Anchin Block & Anchin LLP.
  457. February 22, 2013: “Summary of Estate Planning After the American Taxpayer Relief Act of 2012.” Lorman Educational Services
  458. February 27, 2013: “The Solo Practitioner and Small Firm”s Guide to the New Frontier in Estate Planning.” ABA
  459. February 28, 2013: “2012 Gifts, Trusts and Estate Planning ” Essential Follow Up Steps.”
  460. March 13, 2013: “Advising the Pro-Athlete ” Estate and Related Planning.”
  461. March 28, 2013: “Planning for Aging Parents: A Multi-Disciplined Approach.”
  462. March 28, 2013: “Insurance Planning Post-ATRA.”
  463. April 23, 2013: “Estate Planning in 2013: Hot Topics and Current Issues.”
  464. April 30, 2013: “Financial and Estate Planning for Chronic Illness.” FPANY
  465. May 1, 2013: “Future of Estate Planning Profession: What Practitioners Must Know and Do.”
  466. May 9, 2013: “Not Your Grandma”s Social Security Strategies: A Fresh Look at Maximizing Benefits/Estate Planning Opportunities for 2013 and Beyond.”
  467. May 21, 2013: “Steve Leimberg”s Estate Planning Email Newsletter ” Archive Message #2101.”
  468. June 12, 2013: “Revisiting Our Bag of Tricks After 12 Years of Constant Transfer Tax Change.
  469. June 17, 2013: “Estate Planning Using Multi-Purpose ILITs for the AXA Equitable Advanced Markets Listen & Learn teleconference/webinar.”
  470. June 21, 2013: “CPAs Role in Estate Planning after the 2012 Tax Act: Practical Planning Ideas That Will Work in Your Practice Workshop & Webinar.” MACPA
  471. July 3, 2013: Steve Leimberg”s Asset Protection Planning Newsletter.”
  472. July 11, 2013: Estate Planning Conference by Make a Wish Foundation. “Estate andFinancial Planning for People with a Chronic Condition.”
  473. July 23, 2013: “Post-Mortem Planning Post-ATRA” Laweasy, Webinar.
  474. July 29, 2013: “News and Views from WBCCI, Issue 7.”
  475. August 20, 2013: “Trust & Estate Law Webinar Advising Small and Moderate Estates After ATRA.”
  476. September 11, 2013: “Perspectives on the Future of Estate Planning as a Profession.” NAEPC Webinars
  477. September 16-17, 2013: “44th Annual Estate Planning Institute.” PLI
  478. September 24-25, 2013: “Estate Planning for Clients Not Subject to Federal Estate Tax.”
  479. October 9, 2013: “44th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference.” UJA Federation
  480. October 9, 2013: “How to Repurpose Old Estate Planning Tools to Make Them Shine in the New Tax Environment and a New Planning Technique.” UJA Federation
  481. October 16, 2013: “Charitable Planning After ATRA: New Planning Ideas for 2014.” American Cancer Society
  482. October 30, 2013: “Creative Estate Planning for Clients Under $10 Million.” Lorman Education Services
  483. November 14, 2013: “Practical Trust Drafting for Clients Not Subject to Federal Estate Tax.”
  484. November 21, 2013: “Unleashing the Power of Microsoft Office and Adobe for Lawyers.”
  485. January 13 ” 17 “48th Annual Heckerling Institute on Estate Planning.” Orlando, FL.
  486. January 24, 2014: “Six Tips to Making Your Practice More Efficient, More Fun, and Better for your Clients.” Heckerling.
  487. January 29, 2014: “Estate Planning: A New Horizon.” U.S. Trust
  488. January 29, 2014: “Hot Tips in Taxation 2014.”
  489. February 5, 2014: “Keebler and Shenkman on the New Estate Planning Environment.” Leimberg Audio Services.
  490. February 6, 2014: “Planning for Aging, Chronic Disease and Disability,” Modera Wealth Management, Westwood, NJ.
  491. February 6, 2014: “The Brave New World of Estate Planning and What it Means to You,” Modera Wealth Management, Westwood, NJ.
  492. February 13, 2014: “2014 Heckerling Institute Review: Practical Planning Ideas As Explained by Our Local Experts.”
  493. February 19, 2014: “Heckerling Review” CPE Program
  494. March 5, 2014: “Charitable Planning After ATRA: New Planning Ideas for 2014: Part 2.
  495. March 12, 2014: “This Just In”Upcoming Webinars!: A message from the President.”
  496. March 12, 2014: “2014 Heckerling Institute Review: Practical Planning Ideas as Explained by our Local Experts.”
  497. March 12, 2014: “Heckerling Institute Highlights.” NAEPC
  498. March 20, 2014: “Planning for Clients with Estates Under $10 Million.” ADL 100
  499. April 24, 2014: “Creative Estate Planning for Clients Under $10 Million”. Lorman Education Services 90 minute webinar.
  500. August 19, 2014: “Matrimonial Planning and Divorce” Live Webinar. Lorman Education Services.
  501. June 16, 2014: “71st Semi-Annual Tax & Estate Planning Forum”. Seminar NJICLE

Books

  1. Planning For Depreciation and Investment Tax Credits, International Council of Shopping Centers, New York, 1984, 1985.
  2. How To Do Tax Planning With Depreciation, Amortization, and Related Tax Credits, Accountants’ Workbook Series, Matthew Bender & Co., Inc., New York, 1986.
  3. Shopping Center Leasing: The Tax Impact, International Council of Shopping Centers, New York, 1987.
  4. Real Estate After Tax Reform: A Guide for Investors, John Wiley & Sons, Inc., New York, 1987, 1988.
  5. The Total Real Estate Tax Planner, (John Wiley & Sons, Inc., New York) 1989.
  6. Building Your Practice: How To Market Your Firm’s Client Services, Accountants’ Workbook Series (Matthew Bender & Co. , Inc, New York) 1989.
  7. How to Buy a House With No (or Little) Money Down, First Edition, (John Wiley & Sons Inc, Inc., New York) 1989.
  8. How to Sell Your House in a Buyer’s Market, (John Wiley & Sons, Inc., New York) 1990.
  9. The Accountant’s Role in Divorce Proceedings, Accountants’ Workbook Series (Matthew Bender & Co. , Inc., New York) 1991.
  10. Tax Guide For Managing and Leasing Commercial Properties, (John Wiley & Sons Law, Inc., New York) 1991.
  11. The Estate Planning Guide, (John Wiley & Sons, Inc., New York) 1991.
  12. Keys to Investing for Child’s Future, (Barron’s) 1992.
  13. The Accountant’s Role in Divorce Proceedings, Accountants’ Workbook Series (Matthew Bender & Co. , Inc., New York) 1993
  14. The Complete Book of Trusts, 1st Ed. , (John Wiley & Sons, Inc., New York) 1993.
  15. Investment Strategies After the New Tax Act, (John Wiley & Sons, Inc., New York) 1994.
  16. How to Buy a House With No (Or Little) Money Down, Second Edition, co-author Warren Boronson, (John Wiley & Sons, Inc., New York) 1995.
  17. Starting Your Own Limited Liability Company, First Edition, co-authors Samuel Weiner and Ivan Taback, (John Wiley & Sons, Inc., New York) 1996.
  18. Estate Planning Step by Step, (Barons Legal Ease Service, New York) 1997.
  19. Estate Planning After the 1997 Tax Act, (John Wiley & Sons, Inc., New York) 1997.
  20. The Complete Book of Trusts, Second Edition, (John Wiley and Sons, Inc., New York) 1997.
  21. The Complete Book of Trusts, Second Edition WITH DISC 1998.
  22. The Beneficiary Workbook, (John Wiley & Sons, Inc., New York) 1998.
  23. The Complete Probate Guide, (John Wiley & Sons, Inc., New York) 1999.
  24. The Complete Living Trusts Program, (John Wiley & Sons, Inc., New York) 2000.
  25. Divorce Rules for Men: A Man to Man Guide for Managing Your Split and Saving Thousands, co-author Michael Hamilton, (John Wiley & Sons, Inc., New York) 2000.
  26. Personal Organizer and Record Keeper: The First Step in Your Comprehensive Personal Estate Plan. Law Made Easy Press, LLC. 2001.
  27. Tax Practitioner’s Guide To Reviewing Legal Documents, (Practitioners Publishing Co. , Fort Worth, TX) 2001.
  28. Estate Planning After The 2001 Tax Act: Guiding Your Clients Through the Changes, (Bloomberg Press) 2002.
  29. Estate Planning After The 2001 Tax Act: Changes in Tax Law and its Impact on You. (Law Made Easy Press, LLC.) 2002.
  30. The Homeowner’s Legal Bible, The Ultimate Guide to What Homeowners Need to Know, (John Wiley & Sons, Inc., New York) 2002.
  31. The Complete Book of Trusts, Third Edition, (John Wiley & Sons, Inc., New York) 2002.
  32. Inherit More, (John Wiley & Sons, Inc., New York) 2003.
  33. 6-Hour Guide to Protecting Your Assets: How to Protect Your Hard Earned Assets from Creditors and Claimants, (John Wiley & Sons, Inc., New York) 2003.
  34. Starting Your Own Limited Liability Company, Second Edition, co-authors Samuel Weiner and Ivan Taback, (John Wiley & Sons, Inc., New York) 2003.
  35. Living Wills and Health Care Proxies, Patti S. Klein, M. D. (Law Made Easy Press) 2004.
  36. Complete Book of Trusts, Third Edition republished, translated into Chinese. 2006
  37. Life Cycle Planning: Practical Strategies and Forms, (American Institute of Certified Public Accountants, Inc, New York, NY) 2007.
  38. Funding the Cure: Helping a Loved One with MS Through Charitable Giving to the National Multiple Sclerosis Society. Summer 2008.
  39. Estate and Related Planning During Economic Turmoil, (AICPA) 2009.
  40. Estate Planning for People with a Chronic Condition or Disability, (Demos Medical Publishing, LLC, New York, NY) 2009.
  41. Funding the Cure: Charitable Giving to Help the Michael J. Fox Foundation for Parkinson’s Research Find the Cure for Parkinson’s Disease, (Demos Medical Publishing, LLC, New York, NY) 2010.
  42. Estate Planning after the Tax Relief and Job Creation Act of 2010: Tools, Tips, and Tactics, by Martin Shenkman and Steve Akers (091056HS), published by AICPA January 2011
  43. 2012 Estate Planning: Tax Planning Steps to Take Now Co-Authors: Johnathan Blattmachr and Robert Keebler. ‘ 2013.
  44. Estate Planning for People Living with COPD, (Demos Medical Publishing, LLC, New York, NY) 2012. ‘ 2013.

Articles and Other Publications

  1. “New Rules on Depreciation in 1981 Tax Act,” co-author Carl Glassberg, Shopping Centers Today, Page 58, November 1982.
  2. ¯”Gift Taxation of Non Resident Alien Traps and Opportunities,” co-author Jeffrey S. Himmel, International Taxation, Page 57, July 1983.
  3. “Tax Tips on Acquiring Software and Hardware,” Real Estate Computer Review,
  4. h 1984, Vol. 1, No. 3.
  5. “The New Tax Bill”s Impact on Shopping Center Industry,” NMM Weekly Legal Review, Pages 1 ” 4, Vol. 6, No. 33. August 13, 1984.
  6. “The 1984 Tax Act and Its Effect on The Shopping Center Industry, Part II,” NMM
  7. ly Legal Review, August 27, 1984, Vol. 6, No. 34.
  8. “The 1984 Tax Act and Its Effect on The Shopping Center Industry, Part III,” NMM Weekly Legal Review, August 27, 1984, Vol. 6, No. 35.
  9. “Trends, Techniques, and Rulings”, The Real Estate Finance Journal, Fall 1984.
  10. “Tax Tips for Shopping Center Construction,” ICSC Publications Digest, September 1984.
  11. “How to Maximize a Client”s Depreciation and ITC Benefits ” A Step-By-Step Approach,” The Practical Accountant, Pages 73 ” 81, September 1984.
  12. ¯”TRA “84: A Maze of Effective Dates and Transition Rules,” Business Facilities, September 1984.
  13. ¯”Focus on Management and Marketing: Tax Benefits May be had from Renovations,” Shopping Centers Today, September 1984.
  14. ¯”The Tax Reform Act of 1984,” “No Drastic Retail Changes Foreseen in Tax Reform Act”. Shopping Center World, September 1984.
  15. Focus on Management and Marketing: “Tax Benefits Available when Renovating”. Sept. 1984.
  16. ¯”Improving Benefits,” NMM Weekly Insider, September 4, 1984, Vol. 1, No. 1.
  17. “Seeking Shelter,” NMM Weekly Insider, September 4, 1984, Vol. 1, No. 1.
  18. “Money Back on Kickbacks,” NMM Weekly Insider, September 4, 1984.
  19. ¯”Deductive Reasoning,” NMM Weekly Insider, September 7, 1984. Vol. 1 No. 2
  20. “Option Play,” NMM Weekly Insider, September 21, 1984, Vol. 1, No. 4.
  21. ¯”Tax Shelter Registration Deadline is Here,” NMM Weekly Insider, September 28, 1984, Vol. 1, No. 5.
  22. ¯”Improvement To Leased Property: Maximizing The Tax Benefits Regardless of Who Makes Them,” co-author Michael Dalessio, Taxation for Accountants, October 1984.
  23. “S Corporations,” NMM Weekly Insider, October 5, 1984, Vol. 1, No. 6.
  24. “Rough Draft,” NMM Weekly Insider, October 19, 1984, Vol. 1, No. 8.
  25. “Maximizing Investment Tax Credits (ITC”s),” NMM Weekly Insider, October 26, 1984, Vol. 1, No. 9.
  26. “Tax Shelter Registration Update,” NMM Weekly Insider, October 26, 1984, Vol. 1, No. 9.
  27. ¯”Complex Tax Laws Change Shopping Center Syndications,” Shopping Center World, November 1984.
  28. ¯”Making an Issue of It,” NMM Weekly Insider, November 16, 1984, Vol. 1, No. 12.
  29. ¯”On The Charts,” NMM Weekly Insider, November 23, 1984, Vol. 1, No. 13.
  30. “Taking Exception,” NMM Insider Weekly, November 30, 1984, Vol. 1, No. 14.
  31. ¯”Tax Highlights,” Shopping Center Legal Update, Winter 1984, Vol. 4, Issue 4.
  32. ¯”Tax Ideas for Shopping Center Developers, Investors and Retailers,” Shopping Center World, December 1984.
  33. ¯”Depreciation & ITC Denied on Construction Equipment,” NMM Insider, December 7, 1984, Vol. 1, No. 15.
  34. ¯”Original Issue Discount (OID) Statutory Rates Issue,” NMM Insider, December 7, 1984, Vol. 1, No. 15.
  35. ¯”Gift Tax Planning for the Foreign Executive,” Shenkman and Parker, Westchester Bar Journal, Dec 84 ” Jan 85 / Winter 1985, Vol. 12, No. 1.
  36. ¯”Limitations on Industrial Development Bonds (IDB”s),” NMM Insider, January 4, 1985, Vol. 2, No. 2.
  37. ¯”Qualifying for the Rehabilitation Tax Credit,” NMM Insider, January 11, 1985, Vol. 2, No. 2.
  38. 1984 Tax Act: A Roster of Restrictions,” National Mall Monitor, January/February 1985
  39. ¯”Shopping for Syndications? What to Look For,” Shopping Centers Today, February 1985.
  40. “Get Maximum Write Offs On Improvements,” Commercial Lease Law Insider, February 1985.
  41. ¯”Tax Benefits for Computers Restricted, But Still Available With Proper Planning,” Taxation for Accountants, February 1985.
  42. ¯”Breaking the Barriers,” NMM Insider, February 1, 1985, Vol. 2, No. 5.
  43. “Before Filing Your 1984 Tax Return,” NMM Insider, February 8, 1985, Vol. 2, No. 6.
  44. ¯”Before Filing Your 1984 Tax Return, Part II,” NMM Insider, February 1, 1985, Vol. 2, No. 5.
  45. ¯”Partnership Allocation Rules,” NMM Insider, February 15, 1985, Vol. 2, No. 7.
  46. “New Reporting Requirements and Limitations Affect Business Use of Automobiles and Other Property,” NMM Insider, February 22, 1985, Vol. 2, No. 8.
  47. “How To Maximize R & D Tax Benefits, A Worksheet Approach,” The Practical Accountant, March 1985.
  48. “Tax Highlights,” Shopping Center Legal Update, Spring 1985, Vol. 5, Issue 1.
  49. “Landlord Can Pass Investment Tax Credits (ITC”s) to Tenants,” NMM Insider, March 1, 1985, Vol. 2, No. 9.
  50. ¯”Important Change in Interest Rules,” NMM Insider, March 2, 1985, Vol. 2, No. 12
  51. ¯”Investors Purchasing Real Estate from Foreigners,” NMM Insider, March 8, 1985, Vol. 2, No. 10.
  52. ¯”Title Unknown” NMM Insider, March 22, 1985 Volume II, No. 12.
  53. ¯”Taxpayer Denied Benefits of Partnership Allocations,” NMM Insider, March 29, 1985, Vol. 2, No. 13.
  54. “More on the ITC,” NMM Insider, April 5, 1985, Vol. 2, No. 16.
  55. “Planning Leasehold Improvements,” NMM Insider, April 5, 1985, Vol. 2, No. 14.
  56. ¯”Title Unknown” NMM Insider, April 19, 1985 Volume II, No. 16.
  57. ¯”Avoiding Computers Taxing (IRS) Problems,” Shopping Centers Today, May 1985.
  58. ¯”Where Credit Is Due,” NMM Insider, May 10, 1985, Vol. 2, No. 19.
  59. ¯”Using the Convention for Tax Purposes,” SCT Convention Daily, May 11, 1985.
  60. ¯”Shopping Center Syndications and the 1985 (or maybe 1986) Tax Confusion Act,” NMM Insider, May 24, 1985, Vol. 2, No. 21.
  61. ¯”Tax Highlights,” Shopping Center Legal Update, Summer 1985, Vol. 5, Issue 2.
  62. “Leasing ” Recent Cases Favor Taxpayers,” NMM Insider, June 7, 1985, Vol. 2, No. 23.
  63. “Original Issue Discount (OID) Rate,” NMM Insider, June 21, 1985, Vol. 2, No. 25.
  64. “Partnership”s Prospectus Costs Are Not Deductible,” NMM Insider, July 5, 1985, Vol. 2, No. 27.
  65. “One for the Retailers,” NMM Insider, July 12, 1985, Vol. 2, No. 28.
  66. ¯”Maximizing Depreciation Deductions,” NMM Insider, August 23, 1985, Vol. 2, No. 34.
  67. ¯”Impact of the Deferred Rent Provisions of TRA 84 on Real Estate Leasing,” The Journal of Real Estate Taxation, Fall 1985, Vol. 13, No. 1.
  68. “Tax Benefits for Making Buildings Accessible to Customers,” Shopping Center Legal Update, Fall 1985, Vol. 5, Issue 3.
  69. “Tax Highlights,” Shopping Center Legal Update, Fall 1985, Vol. 5, Issue 3.
  70. “Exercise Caution in Selling Leasehold,” NMM Insider, September 6, 1985, Vol. 2, No. 36.
  71. ¯”Leases Affect Estate Planning for Mall Owners,” NMM Insider, September 20, 1985, Vol. 2, No. 38.
  72. “Input by Management Helps Save Tax Dollars,” Shopping Centers Today, October 1985.
  73. ¯”Is there a Pig in your own Backyard?” U.S. Real Estate Week, Date Unknown.
  74. ommercial Lease Law Insider: “Access for Disabled: Get Tax Break Now” October 1985 Pages 1 and 4.
  75. ¯”Who Is An Employee?” NMM Insider, October 4, 1985, Vol. 2, No. 40.
  76. “Net Leases and Estate Tax Deferral,” NMM Insider, October 25, 1985, Vol. 2, No. 43.
  77. “Lease Hold Traps, Opportunities,” Shopping Centers Today, November 1985.
  78. ¯”New Imputed Interest Rules and ACRS,” co-author David A. Schmudde, Shopping Center Legal Update, Winter 1985, Vol. 5, Issue 4.
  79. “Tax Highlights,” Shopping Center Legal Update, Winter 1985, Vol. 5, Issue 4.
  80. ¯”Removing Barriers To Increased Sales,” National Mall Monitor, November/December 1985, Vol. 15, No. 5.
  81. ¯”Rehabs Qualify for Tax Breaks,” NMM Insider, December 6, 1985, Vol. 2, No. 48.
  82. “Rehabs Qualify for Tax Breaks,” NMM Insider, December 13, 1985, Vol. 2, No. 49.
  83. ¯”Rehabs Qualify for Tax Breaks,” NMM Insider, December 20, 1985, Vol. 2, No. 50.
  84. ¯”Bearing Cost Increases Can Be Tax Gain,” Shopping Centers Today, January 1986.
  85. “New Bill Calls for Aggressive Planning,” Shopping Centers Today, February 1986.
  86. “Donations of Property for Conservation Purposes,” NMM Insider, February 14, 1986, Vol. III, No. 7.
  87. “19 Year Old Depreciation Charts Issued,” NMM Insider, February 21, 1986, Vol. 3, No. 8.
  88. “Look at Ground Lease When Financing Center,” Shopping Centers Today, March 1986.
  89. “Tax Highlights,” Shopping Center Legal Update, Spring 1986, Vol. 6, Issue 1.
  90. ¯”Reporting Requirements for the Sale of Partnerships,” NMM Insider, March 7, 1986, Vol. 3, No. 10.
  91. “Capital Expenditure Versus Deductible Expense,” NMM Insider, March 14, 1986, Vol. 3, No. 11.
  92. “Industrial Development Bonds (IDB”s),” NMM Insider, March 21, 1986, Vol. 3, No. 12.
  93. “Avoid Penalties on Filing Tax Reporting Forms,” NMM Insider, March 28, 1986, Vol. 3, No. 13.
  94. ¯”Food Court Construction Holds Benefits,” Shopping Centers Today, April 1986.
  95. ¯”This IRA is an IVRI,” The Jewish Week, April 4, 1986, p. 26.
  96. ¯”Consider an Israel Bond IRA,” The Jewish News, April 10, 1986, p. 15.
  97. ¯”Answers to Your IRA Questions,” Jewish Press, April 11, 1986.
  98. ¯”Think About IRA”s and Israel,” Community Newspaper, April 14, 1986.
  99. “Strict Regulations Burden REITS,” Shopping Centers Today, May 1986.
  100. Deferred Rent Rules Affect Shopping Center Leasing,” Shopping Center Legal Update, Summer 1986, Vol. 6, Issue 2.
  101. “Ground Leases: Tax Planning Ideas for a Real Estate Financing Tool,” The Real Estate Finance Journal, Summer 1986.
  102. “Senate Version of Tax Bill Would Affect Mall Industry,” Shopping Centers Today, July 1986.
  103. “Don”t Get Taxed on Security Deposits,” Commercial Lease Law Insider, July 1986.
  104. “Developments in Taxation of Computer Hardware and Software,” Practice Update (Accountants Workbook Series), July 1986, Vol. 1, No. 1.
  105. “Depreciation,” NMM Insider, August 8, 1986, Vol. 3, No. 32.
  106. “Depreciation (continued),” NMM Insider, August 15, 1986, Vol. 3, No. 33.
  107. “NMM -Tax Legislation Alert,” (Part 3), NMM Insider, August 22, 1986, Vol. 3, No. 34.
  108. “NMM -Tax Legislation Alert,” (Part 4), NMM Insider, August 29, 1986, Vol. 3, No. 35.
  109. “Tax Highlights,” Shopping Center Legal Update, Fall 1986, Vol. 6, Issue 3.
  110. “Trends, Techniques and Rulings,” The Real Estate Finance Journal, Fall 1986.
  111. “Deduction Opportunities in Real Property Improvements Despite Tax Reform,” U.S. Tax Week, September 1986, Vol. 1, No. 3.
  112. “Depreciating Real Property Improvements in Light of Tax Reform,” Practice Update (Accountant”s Workbook Series), September 1986, Vol. 1, No. 3.
  113. “Partnership Taxation Blend of Theories,” Shopping Centers Today, September 1986.
  114. “S Corporation Format Has Advantages,” Shopping Centers Today, October 1986.
  115. “The Effects of Tax Reform on Business, Meal and Entertainment Expenses,” NMM Insider, October 17, 1986, Vol. 3, No. 42.
  116. “Employee Awards as a Compensation Tool Under New Tax Structure,” NMM Insider, October 24, 1986, Vol. 3, No. 43.
  117. “Corporate Form Less Appealing in Tax Bill,” Shopping Centers Today, November 1986.
  118. “The Big Worries,” Shopping Centers Today, November 1986.
  119. “3 Changes in the Tax Law and Their Effect on Commercial Owners and Tenants,” Commercial Lease Law Insider, December 1986.
  120. “The Tax Reform Act of 1986,” Matthew Bender, Special Alert, 1986.
  121. “Special Supplement: How to Do Tax Planning With Depreciation, Amortization and Related Tax Credits for the Tax Reform Act of 1986, Matthew Bender, 1986.
  122. “Tax Points to Consider in Financing; Reform Adds Complexity,” NMM Insider, January 16, 1987, Vol. 4, No. 3.
  123. “Changes in Tax Structure Force Re-Evaluation of Financing Plans,” NMM Insider, January 23, 1987, Vol. 4, No. 4.
  124. “Rules on Construction Interest Changed,” Shopping Centers Today, February 1987.
  125. “Uniform Capitalization: New Rules for Determining a Property”s Depreciable Basis Under the Tax Reform Act of 1986,” Practice Update (Accountant”s Workbook Series), February 1987, Vol. 2, No. 2.
  126. “Tough New Rules Create Problems for Contractors,” U.S. Real Estate Week, February 1987, Prototype 1.
  127. “New Regulations on Purchase of U.S. Properties from Foreigners,” U.S. Real Estate Week, February 1987, Prototype 2.
  128. “New Uniform Capitalization Rules Require Closer Examination of Construction Costs,” Real Estate Accounting & Taxation, Spring 1987.
  129. “Taxing Times: Shopping Center Developers and Tenants,” U.S. Real Estate Week, Date Unknown.
  130. “Investing in Real Estate after Tax Reform,” Personal Finance for the CEO, Spring 1987.
  131. “Tax Highlights,” Shopping Center Legal Update,” Spring 1987, Vol. 7, Issue 1.
  132. “REMICs “The New Vehicle for Real Estate Financing,” co-author Andrew E. Furer, The Real Estate Finance Journal, Spring 1987.
  133. “Importance of Alternative Minimum Tax,” Shopping Centers Today, March 1987.
  134. “Low Income Housing Credit After the Tax Reform Act of 1986,” Practice Update (Accountant”s Workbook Series), March 1987, Vol. 2, No. 3.
  135. “New Rules in Housing Market,” U.S. Real Estate Week, March 2, 1987, Vol. 1, No. 1.
  136. “Asset Managers Can Benefit from Tax Planning,” U.S. Real Estate Week, March 9, 1987, Vol. 1, No. 2.
  137. “More Tax Pointers,” U.S. Real Estate Week, March 16, 1987, Vol. 1, No. 3.
  138. “At-Risk Rules Change Debt Considerations,” Shopping Centers Today, April 1987.
  139. “Easements: Tax Reform Surprises,” U.S. Real Estate Week, April 6, 1987, Vol. 1, No. 6.
  140. “Did Rehabs Survive Tax Reform,” U.S. Real Estate Week, April 13, 1987, Vol. 1, No. 7.
  141. “Structuring Rehab Deals After TRA” U.S. Real Estate Week, April 20, 1987, Vol. 1, No. 8.
  142. “More on Structuring Rehabs,” U.S. Real Estate Week, April 27, 1987, Vol. 1, No. 9.
  143. “Surveying the Limits on Developers,” Shopping Centers Today, May 1987.
  144. “Are S Corps a Good Choice?” U.S. Real Estate Week, May 4, 1987, Vol. 1, No. 10.
  145. “Tax Law Affects Buying and Selling,” SCT Convention Daily, May 6, 1987.
  146. “This Trip Costs More,” SCT Convention Daily, May 6, 1987.
  147. “REMIC vs. REIT,” U.S. Real Estate Week, May 11, 1987, Vol. 1, No. 11.
  148. “A Syndicator Considers Restructuring,” U.S. Real Estate Week, May 18, 1987, Vol. 1, No. 12.
  149. “Update on Recent Tax Developments,” U.S. Real Estate Week, May 25, 1987, Vol. 1, No. 13.
  150. “Shopping Centers After Tax Reform”, The Real Estate Finance Journal co-authored with J. Richard Rosenberg, Summer 1987
  151. “The Low-Income Housing Credit”, Real Estate Accounting & Taxation, Summer 1987.
  152. “Tax Highlights,” Shopping Center Legal Update, Summer 1987, Vol. 7, Issue 2.
  153. “Effects of the Tax Reform Act of 1986 on Determining a Property Settlement in a Divorce,” Practice Update (Accountant”s Workbook Series), June 1987, Vol. 2, No. 6.
  154. “Tax Tip Provides Lease-Up Tool,” U.S. Real Estate Week, June 1, 1987, Vol. 1, No. 14.
  155. “New Angles on Security Deposits,” U.S. Real Estate Week, June 8, 1987, Vol. 1, No. 15.
  156. “Lobbyists Tackle Tax Reform,” U.S. Real Estate Week, June 15, 1987, Vol. 1, No. 16.
  157. “So You Want to Be an S Corp?,” U.S. Real Estate Week, June 22, 1987, Vol. 1, No. 18.
  158. “Defining a Real Estate Investment Strategy,” U.S. Real Estate Week, June 29, 1987, Vol. 1, No. 18.
  159. “Community Center Conference,” U.S. Real Estate Week, June 29, 1987, Vol. 1, No. 18.
  160. “Surveying Limitations and Traps: Use of Tax-Exempt Debt Just One Loss,” Shopping Centers Today, July 1987.
  161. “Tax Court Update,” U.S. Real Estate Week, July 6, 1987, Vol. 1, No. 19.
  162. “Shopping Centers as a Portfolio Investment,” U.S. Real Estate Week, July 6, 1987, Vol. 1, No. 19.
  163. “Recent Tax Developments: Termination of S Corp Held Inadvertent,” U.S. Real Estate Week, July 13, 1987, Vol. 1, No. 20.
  164. “Recent Tax Developments: When Does a Partnership Begin For Tax Purposes?” U.S. Real Estate Week, July 20, 1987, Vol. 1, No. 21.
  165. “Divorce and the Real Estate Investor,” U.S. Real Estate Week, July 27, 1987, Vol. 1, No. 22.
  166. “Law Increased Cost of Development,” Shopping Centers Today, August 1987.
  167. “Private Syndications After Tax Reform,” U.S. Real Estate Week, August 3, 1987, Vol. 1, No. 23.
  168. “Grounds for Improvement “, U.S. Real Estate Week, August 10, 1987, Vol. 1, No. 25.
  169. “More Tips on Depreciating Land Improvements,” U.S. Real Estate Week, August 17, 1987, Vol. 1, No. 25.
  170. “Tax Concerns to be Focus of ICSC Seminar,” U.S. Real Estate Week, August 24, 1987, Vol. 1, No. 26.
  171. “Partnership Audit Procedures,” U.S. Real Estate Week, August 31, 1987, Vol. 1, No. 27.
  172. “Securities Law and Marketing Considerations for Structuring Rehab Deals After Tax Reform, co-author Alan Talansky, The Real Estate Finance Journal, Fall 1987.
  173. “REIT Planning and Practice Development Opportunities,” co-author William K. Morrill, Real Estate Accounting & Taxation, Fall 1987.
  174. “Structuring Investments in Real Estate Rehabilitation Projects After The Tax Reform Act of 1986,” Journal of Taxation of Investments, Fall 1987, Vol. 5, No. 1.
  175. “New Construction Tax Accounting Rules Affect Contractors, Developers and Lenders,” Shopping Center Legal Update, Fall 1987, Vol. 7, Issue 3.
  176. “Tax Highlights,” Shopping Center Legal Update, Fall 1987, Vol. 7, Issue 3.
  177. “The Case for Maligned Syndicators” Shopping Centers Today, September 1987.
  178. “Evaluating Finance Under Tax Reform: The Case for the Maligned Syndicator,” Shopping Centers Today, September 1987.
  179. “More on Partnership IRS Audit Rules,” U.S. Real Estate Week, September 7, 1987, Vol. 1, No. 28.
  180. “Partnership Audit Procedures,” U.S. Real Estate Week, September 14, 1987, Vol. 1, No. 29.
  181. “Tax Update: IRS News and Notes,” U.S. Real Estate Week, September 21, 1987, Vol. 1, No. 30.
  182. “Realty Finance Tax Overview,” U.S. Real Estate Week, September 28, 1987, Vol. 1, No. 31.
  183. “Tax Law Increased Allure of REITs,” Shopping Centers Today, October 1987.
  184. “Options ” Tax Consequences After Tax Reform,” U.S. Real Estate Week, October 5, 1987, Vol. 1, No 32.
  185. “Option Planning, Part II,” U.S. Real Estate Week, October 12, 1987, Vol. 1, No. 33.
  186. “Shopping Center Buyers Guide,” U.S. Real Estate Week, October 19, 1987, Vol. 1, No. 34.
  187. “1988 Real Estate Investment Strategy,” The Sunday Star Ledger, October 25, 1987.
  188. “House-Senate Committee Threatens MLP”s,” U.S. Real Estate Week, October 26, 1987, Vol. 1, No. 35.
  189. “Shopping Center Buyers Guide-Part II,” U.S. Real Estate Week, October 26, 1987, Vol. 1, No. 35.
  190. “Considering The Landlord/Tenant Link,” Shopping Centers Today, November 1987.
  191. “Gift Tax Planning and Divorce,” Practice Update, November 1987, Vol. 2, No. 11.
  192. “Year End Planning -The Basics,” U.S. Real Estate Week, November 2, 1987, Vol. 1, No. 36.
  193. “Recent News From the Tax Front: REITs, REMICs and Like-Kind Exchanges Further Defined,” U.S. Real Estate Week, November 9, 1987, Vol. 1, No. 37.
  194. “Tax Update, Part II,” U.S. Real Estate Week, November 16, 1987, Vol. 1, No. 37.
  195. “Tax Planning and the Shopping Center Executive,” U.S. Real Estate Week, November 23, 1987, Vol. 1, No. 39.
  196. “ICSC Finance Confab, Part II: Computers, Insurance and Financing Discussed,” U.S. Real Estate Week, November 30, 1987, Vol. 1, No. 40.
  197. “Lease Analysis Engagements: Opportunities for Practice Development,” Vince Hubin, Real Estate Accounting & Taxation, Winter 1987
  198. “Observations on the Impact of the Tax Reform Act of 1986 on the Real Estate Industry,” The Real Estate Finance Journal, Winter 1987.
  199. “Dealing With Tax Reform: Year-End Planning Can Cut Expenses,” Shopping Centers Today, December 1987.
  200. “Lease Costs: A Review of Deductibles,” U.S. Real Estate Week, December 7, 1987, Vol. 1, No. 41.
  201. “Niche Retailer Uses Catalogs to Spur Growth,” U.S. Real Estate Week, December 7, 1987, Vol. 1, No. 41.
  202. “Tax Tips for Brokers,” U.S. Real Estate Week, December 14, 1987, Vol. 1, No. 42.
  203. “Special Valuation of Real Estate,” U.S. Real Estate Week, December 21, 1987, Vol. 1, No. 43.
  204. Depreciation and the Investment Tax Credit The Tax Reform Act of 1986 Times Mirror Books.
  205. “Tax Gains Can Be Made When Leasing,” Shopping Centers Today, January 1988, p. 8.
  206. “Depreciation Planning and the Alternative Minimum Tax,” Practice Update (Accountants Workbook Series), January 1988, Vol. 3, No. 1, p. 1.
  207. “Selling your home after the age of 55 could be the biggest tax break you”ll ever get”, Client Tax Update Newsletter, January 1988.
  208. “More on Special Use Valuation of Real Estate,” U.S. Real Estate Week, January 4, 1988, Vol. 2, No. 1, p. 13.
  209. “The Revenue Act and You,” U.S. Real Estate Week, January 11, 1988, Vol. 2, No. 2, p. 13.
  210. “Son of Tax Reform,” U.S. Real Estate Week, January 11, 1988, Vol. 2, No. 2, p. 1.
  211. “1987 Tax Act and MLPs,” U.S. Real Estate Week, January 18, 1987, Vol. 2, No. 3, p. 13.
  212. “More Fun for the Tax Attorney: The Revenue Act of 1987, Part II,” U.S. Real Estate Week, January 18, 1987, Vol. 2, No. 3, p. 13.
  213. “Land Investments and Syndication: A Tax Checklist for Investors,” U.S. Real Estate Week, January 25, 1987, Vol. 2, No. 4, p. 1.
  214. “Defining a Real Estate Investment Strategy,” Physicians Tax Advisor, February 1988, Vol. 6, No. 2, p. 5.
  215. “1987 Tax Act Could Have Been Worse,” Shopping Centers Today, February 1988, p. 25.
  216. “Congress Drops Plan to Alter Like-Kind Taxes,” Margaret Hunter, Shopping Centers Today, February 8, 1988, p. 3.
  217. “Change Partners and Adjust,” U.S. Real Estate Week, February 1, 1988, Vol. 2, No. 5, p. 13.
  218. “Recent Rulings,” U.S. Real Estate Week, February 8, 1988, Vol. 2, No. 6, p. 13.
  219. “Family Feud,” U.S. Real Estate Week, February 15, 1988, Vol. 2, No. 7, p. 13.
  220. “Passive Losses and Real Estate,” U.S. Real Estate Week, February 22, 1988, Vol. 2, No. 8, p. 13.
  221. “Subdividing Land,” U.S. Real Estate Week, February 29, 1988, Vol. 2, No. 9, p. 13.
  222. “Tax Highlights,” Shopping Center Legal Update, Spring 1988, Vol. 8, Issue 1.
  223. “Sale-leasebacks after tax reform- an overview” Real Estate Accounting and Taxation, Spring 1988.
  224. “Evaluating a Real Estate Syndication,” Physician”s Tax Advisor, March 1988, Vol. 6, No. 3, p. 5.
  225. “1987 Law Clamps Down On MLP Use,” Shopping Centers Today, March 1988, p. 22.
  226. “At Long Last, Passive Loss Regulations,” U.S. Real Estate Week, March 7, 1988, Vol. 2, No. 10.
  227. “Lease the Land, Don”t Buy It!” U.S. Real Estate Week, March 14, 1988.
  228. “More on Ground Leases,” U.S. Real Estate Week, March 21, 1988.
  229. “IRS Makes Passive”Loss Rules Worse,” Shopping Centers Today, April 1988, p. 36.
  230. “New Law Office “Tax Tips,” Bergen Barrister, April 1988, Vol. 4, No. 1, p. 13.
  231. “Advantages of Securitization,” Shopping Centers Today, May 1988, p. 150.
  232. “No Escape from Passive-Loss Rules,” Shopping Centers Today, May 1988, p. 130.
  233. “Tax Highlights,” Shopping Center Legal Update, Summer 1988, Vol. 8, Issue 2, p. 16.
  234. “Option Tax Planning,” co-author Mark Mottel, Real Estate Accounting & Taxation, Summer 1988, Vol. 3, No. 2, p. 73
  235. “Real Estate Investment Trusts Are Now A More Attractive Investment Vehicle for Tax Savings,” Taxation for Lawyers, May/ June 1988, Vol. 16, No. 6, p. 334.
  236. “The Best Tax Shelter After Tax Reform – Owning Your Office,” Physicians Tax Advisor, June 1988, Vol. 1, No. 1, p. 7.
  237. “Talking About Taxes: Lease Commencement Clause,” Commercial Leasing Law & Strategy, June 1988, Vol. 1, No. 1, p. 7.
  238. “The Pros and Cons of Using ESOP”s,” Shopping Centers Today, June 1988, p. 17.
  239. “Talking About Taxes ” Lease versus Sale,” Commercial Leasing Law & Strategy, July 1988, Vol. 1, No. 2, p. 7.
  240. “Tax Tips for Leasing,” Andrews Report, July 1988, Vol. 2, No. 7, p. 9.
  241. “Charitable Trusts Can Help Developers,” Shopping Centers Today, July 1988.
  242. “Home Office Tax Tips,” Physician”s Tax Advisor, July 1988, Vol. 6, No. 7, p. 7.
  243. “Leases, Closings, Broker Deals Affected by Recent Tax Changes,” David A. Schmuddle, National Law Journal, July 25, 1988, Vol. 10, No. 46, p. 15.
  244. “S Corporations Hold Tax Benefits,” Shopping Centers Today, August 1988, p. 10.
  245. “A Real Estate Leasing Checklist: Are Your Clients Making the Most of Your Services?” Journal of Accountancy, August 1988, p. 78.
  246. “Talking About Taxes: Real Estate Investment Trusts,” Commercial Leasing Law & Strategy, August 1988, Vol. 1, No. 3, p. 7.
  247. “Tax Highlights,” Shopping Center Legal Update, Fall 1988, Vol. 8, No. 3, p. 12.
  248. “Tax Planning for Land Investments,” The Real Estate Finance Journal, Fall 1988, p. 23.
  249. “Divorce and the Real Estate Investor,” Real Estate Accounting and Taxation, Fall 1988, p. 31.
  250. “Examining the Deductibility of Asbestos,” Shopping Centers Today, September 1988, p. 4.
  251. “Taxation Settlements Build or Break a Client: Planning Estate Issues,” The Matrimonial Strategist, September 1988, Vol. 6, No. 8, p. 1.
  252. “Who Bears the Burden for Asbestos Abatement?” Commercial Leasing Law & Strategy, September 1988, Vol. 1, No. 4, p. 1.
  253. “Starting a Press Release Campaign: A Practical Approach to Practice Development,” Practice Update (Accountant”s Workbook Series), September 1988, Vol. 3, No. 9, p. 1.
  254. “ESOP Benefits”Lease Cancellation Considerations,” The Financial Manager, September/October 1988, p. 78.
  255. “Avoiding Joint Liability for Pre-Divorce Returns,” The Matrimonial Strategist, October 1988, Vol. 6, No. 9, p. 1.
  256. “Singing the Boiler Plate Blues,” The Real Estate Financial Journal, October 1988, Vol. 5 No. 10.
  257. “Tips on Valuing Your Medical Practice,” Physician”s Tax Advisor, October 1988, Vol. 6, No. 10, p. 6.
  258. “Tax Tips for Leasehold Improvements,” Shopping Center World, October 1988, p. 242.
  259. “Foreign Investors Face Tax Consequences,” Shopping Centers Today, October 1988, p. 119.
  260. “Talking About Taxes: Condemnation,” Commercial Leasing Law & Strategy, November 1988, Vol. 1, No. 6, p. 7.
  261. “The Terrible Truth About Lawyers,” (Book Review), Management Review, November 1988, p. 62.
  262. “Avoiding S Corp Pitfalls,” The Financial Manager, November/December 1988, p. 46.
  263. “Recent Partnership and Syndication Tax Developments,” Real Estate Syndication Alert, December 1988, Vol. 5, No. 12, p. 3.
  264. “Tax Highlights,” Shopping Center Legal Update, Winter 1988, Vol. 8, No. 4, p. 15.
  265. “Residential Real Estate Transactions “Tax Tips,” Bergen Barrister, December 1988, Vol. 4, No. 3, p. 15.
  266. “Talking About Taxes: Damages or Destruction of Leased Premises,” Commercial Leasing Law & Strategy, December 1988, Vol. 1, No. 7, p. 7.
  267. “On Returns, Who Can Claim the Children?” The Matrimonial Strategist, December 1988, Vol. 6, No. 11, p. 1.
  268. “Talking About Taxes: Destruction Clause,” Commercial Leasing Law & Strategy, January 1989, Vol. 1, No. 8, p. 7.
  269. “61 Ways To Get a Bigger Tax Refund,” co-authors Warren Boronson, Steve I. Feiertag & Thomas B. Gau, Sylvia Porter”s Personal Finance, January/February 1989, p. 28.
  270. “Marketing Tools for the New or Small Accounting Firm,” Journal of Accountancy, February 1989, p. 60.
  271. “Year-End Tax Legislation Creates More Confusion,” Shopping Centers Today, February 1989, p. 19.
  272. “Tax Breaks From Your Home Office,” John Wiley & Sons, Inc., To Our Authors, Winter/Spring 1989, p. 2.
  273. “Estate Planning for Real Estate Operators and Investors,” The Real Estate Finance Journal, Spring 1989, p. 28.
  274. “Talking About Taxes” Commercial Leasing Law & Strategy, March 1989, Vol. 1, No. 10, p. 7.
  275. “Divorce”Tax Considerations,” Bergen Barrister, March 1989, p. 17.
  276. “Asbestos: What You Should Really Know,” Real Estate Insight, March 1989, p. 1.
  277. “Financing Affected by Asbestos Considerations,” Real Estate Insight, March 1989, p. 2.
  278. “Talking to Tom Fendrich,” Real Estate Insight, March 1989, p. 3.
  279. “Tax Update,” Real Estate Insight, March 1989, p. 4.
  280. “Legal Update,” Real Estate Insight, March 1989, p. 5.
  281. “The Allure of REMIC Residual Interests,” Real Estate Insights, March 1989, p. 6.
  282. “It”s Time To Focus on Depreciation,” Shopping Centers Today, March 1989, p. 23.
  283. “Like-Kind Exchanges: Can You Assign a Contract?,” Real Estate Insight, March 1989, p. 7.
  284. “Talking Taxes: Commercial Tenant in Cooperative,” Commercial Leasing Law & Strategy, April 1989, Vol. 1, No. 11, p. 7.
  285. “Tax Law Changes Unfair to Industry,” Shopping Centers Today, April 1989, p. 35.
  286. “Development and Impact Fees: Prospects Look Dim,” Real Estate Insight, April 1989, p. 1.
  287. “Leasing: The Property Tax Clause in An Office Lease,” Real Estate Insight, April 1989, p. 3.
  288. “Talking to Robert Frank,” Real Estate Insight, April 1989, p. 3.
  289. “Tax Update,” Real Estate Insight, April 1989, p. 4.
  290. “Legal Update,” Real Estate Insight, April 1989, p. 5.
  291. “Dealer Status-Some Surprising Results,” Real Estate Insight, April 1989, p. 6.
  292. “Investing in Rehab Credit Deals,” Real Estate Insight, April 1989, p. 7.
  293. “Rent or Buy ” Which is The Better Option,” The Manhattan Real Estate Exchange, April 15, 1989, Vol. 1, No. 2, p. 4.
  294. “New Tax Rules Can Thaw “Estate Freeze,”” Shopping Centers Today, May 1989, p. 160.
  295. “Taxation of Settlements and Awards,” Practice Update, May 1989, Vol. 4, No. 5, p. 1.
  296. “Talking Taxes: Rent Payments under Lease,” Commercial Leasing LAW & Strategy, Pg. 7, May 1989.
  297. “Crisis: Housing Affordability”, Real Estate Insight, May 1989, p. 1.
  298. “Home loans to children: Tax and estate consequences,” Real Estate Accounting & Taxation, with Richard Schlott, Summer 1989.
  299. “CERCLA :Hazardous Acronym for Lenders,” Real Estate Insight, June 1989, Pg. 1.
  300. “Passive Loss Regulations – Round Two,” Real Estate Insight, June 1989 Supplement, p. 1.
  301. “Talking Taxes: Tax Consequences of Rent Income,” Commercial Leasing Law and Strategy, Pg. 7, June 1989.
  302. “Relocating or Buying Out a Tenant”s Lease,” Commercial, Pg. 8, Date Unknown.
  303. “Taxes soar when a partnership ends,” Shopping Centers Today, June 1989, pg 26.
  304. “Accountant”s Help Is Vital in Valuations,” The Matrimonial Strategist, June 1989, Vol. 7, No. 5, p. 1.
  305. “Joint Ventures: A Growing Source of Financing” Real Estate Finance ” Real Estate Insight P.2 June 1989
  306. Tax Update: “Tax Shelters” Real Estate Insight Pg. 4 June 1989
  307. “New Tax Law Increases Benefit from Tax-exempt investments for the young and old,” Client Tax Update, June 1989.
  308. “Asbestos as an investor: What you should know,” Commercial, Date Unknown.
  309. “Talking Taxes ” Home Offices,” Commercial Leasing Law and Strategy, July 1989, Vol. 2, No. 2, p. 7.
  310. “Litigation Awards and Settlements ” Don”t Overlook The Tax Consequences,” Bergen Barrister, July 1989, Vol. 5, No. 2, p. 17.
  311. “Asset Allocation: The Buzz Word of the Day,” Real Estate Insight, July 1989, p. 1.
  312. “Joint Ventures ” Bits and Pieces,” Real Estate Insight, July 1989, p. 3.
  313. “Talking to William J. Chadwick,” Real Estate Insight, July 1989, p. 3.
  314. “Tax Update,” Real Estate Insight, July 1989, p 4.
  315. “Land Investment,” Real Estate Insight, July 1989, p. 6.
  316. “UBTI: Tax Consideration of Tax Exempt Entities,” Real Estate Insight, July 1989, p. 7.
  317. “IRS Clarifies Passive Loss Guidelines,” Shopping Centers Today, August 1989, p. 11.
  318. “Crisis: Housing Affordability,” Manhattan Real Estate Exchange, August 1989, P. 7
  319. “Real Estate Closing Tax Tip Checklist,” The G.P. Gazette, August 1989, p. 7.
  320. “Sweet Dreams and Toast: What”s Doing in the Lodging Industry,” Real Estate Insight, August 1989, p. 2.
  321. “Real Estate Finance ” Financing Hotel Developments and Acquisitions,” Real Estate Insight, August 1989, p. 2.
  322. “Talking to Charles R. Clack,” Real Estate Insight, August 1989, p. 3.
  323. “Tax Legal Update,” Real Estate Insight, August 1989, p 5.
  324. “The Real Estate Investor – So You Want To Own a Hotel,” Real Estate Insight, August 1989, p. 6.
  325. “Tax Tips: Tips and Traps in the New Passive Loss Regs,” Real Estate Insight, August 1989, p. 7.
  326. “Tax Update” Like-Kind Exchange Real Estate Insight P. 4 August 1989.
  327. “Talking Taxes: Gifts Leaseback,” Commercial Leasing Law and Strategy, August 1989, Vol. 2, No. 3.
  328. “Tax Considerations of Negotiating a Lease,” Manhattan Lawyer, September 12″18, 1989, pp. 38-39.
  329. “Taxation and Valuation of Real Estate,” Accounting Today, September 1989.
  330. “Talking Taxes ” Estate Planning/Commercial Lease,” Commercial Leasing Law and Strategy, September 1989, Vol. 2, No. 4.
  331. “Buying and Selling ” Equity Sharing: It”s Not Only For Late Night Cable TV,” The Manhattan Real Estate Exchange, September 1989, p. 9.
  332. “New Passive-Loss Rules Far from Golden,” Shopping Centers Today, September 1989, p. 55.
  333. “More Details on the Passive Loss Rules,” Shopping Centers Today, September 1989.
  334. “Children of Fast Track Parents,” (Book Review), American Management Review, October 1989.
  335. “Planning To Cut Taxes for Mall Partners,” Shopping Centers Today, October 1989.
  336. “Majority Shouldn”t Rule Joint Venture,” Shopping Centers Today Special Report-Finance, October 1989.
  337. “Housing: The National Association of Realtors Agenda,” Real Estate Insight, October 1989.
  338. “Real Estate Leasing: Joint Venture Deal Points,” Real Estate Insight, October 1989, p. 2.
  339. “Talking to Donald Siskind,” Real Estate Insight, October 1989, p. 3.
  340. “Tax/Legal Update,” Real Estate Insight, October 1989, pp. 4, 5.
  341. “The Real Estate Investor Blue Chip REITs Recommended by Analyst,” Real Estate Insight, October 1989, p. 6.
  342. “Tax Tips: Tax Roles Affect Structure of Foreign Investment in U.S. Real Estate Part I,” Real Estate Insight, October 1989, p. 7.
  343. “Talking Taxes ” Lease Provisions,” Commercial Leasing Law & Strategy, October 1989, Vol. 2, No. 5, p. 7.
  344. “Tax Investments ” Regulations on the Passive Loss Rule,” Manhattan Real Estate Exchange, October 1989.
  345. “Practice Update ” Implications of Service-Provided Status: Employee or Independent Contractor?” Practice Update (Accountant”s Workbook Series), October 1989, Vol. 4, No. 10.
  346. “Tax Issues On A Lease-Option Arrangement,” The Suburbanite, October 4, 1989, p. ST-6.
  347. “Having a Problem Moving? Make It Tax Deductible,” The Suburbanite, October 11, 1989.
  348. “How to Squeeze Tax Benefits Out of Your Land,” The Suburbanite Newspaper, October 18, 1989.
  349. “When Parents Help Children Finance A Home,” The Suburbanite Real Estate Week, October 25, 1989.
  350. “A Real Estate Lawyer”s Tax Planning Primer,” New Jersey Law Journal, October 26, 1989.
  351. “Selling Your Medical Practice: How to Protect Your Interests,” Physician”s Tax & Investment Advisor, October/November 1989, p. 6.
  352. “Beware of the Foibles of S Corporations,” Shopping Centers Today, November 1989, pp. 60D, 70.
  353. “Interior Merchandising Can Sell Homes in Soft Markets,” Real Estate Insights, November 1989, p. 8.
  354. “Talking Taxes ” When Lease Arrangements Are Being Structured Between Family Members,” Commercial Leasing Law & Strategy, November 1989, Vol. 2, No. 6, p. 7.
  355. “Utilities Offer Valuable Development Assistance,” Real Estate Insight, November 1989, p. 1.
  356. “Real Estate Finance ” The Lease Isn”t The Only Lease Document,” Real Estate Insight, November 1989, p. 2.
  357. “Talking to William Newman,” Real Estate Insight, November 1989, p. 3.
  358. “Tax and Legal Update,” Real Estate Insight, November 1989, p. 4.
  359. “Sweet Dreams and Toast: What”s Doing in the Lodging Industry,” Manhattan Real Estate Exchange, November 1989, p. 6.
  360. “Tax Tips ” Tax Rules Affect Structure of Foreign Investment in U.S. Real Estate Part II,” Real Estate Insight, November 1989, p. 7.
  361. “The Real Estate Investor ” Identifying Trends Affecting Property Value,” Real Estate Insight, November 1989, p. 6.
  362. “Documentation for a Small Real Estate Investment,” The G.P. Gazette, November 1989, Vol. 2, No. 22, p. 5.
  363. “Tax Problems When Loaning a Down Payment,” Suburbanite-Real Estate Week, November 1989, p. 43.
  364. “Prepaying a Home Mortgage May Not Be the Answer,” The Suburbanite, November 8, 1989, p. 39.
  365. “Home Offices Can Offer Substantial Tax Benefit,” The Suburbanite-Real Estate Week, November 15, 1989, p. 39.
  366. “Making the House Payments After A Divorce,” Suburbanite-Real Estate Week, November 22, 1989, p. 31.
  367. “Get Tax Proof When Homes Change Hands in a Divorce,” Suburbanite, November 29, 1989, p. 42.
  368. “Tax Twist Considerations for Real Estate Documents,” co-authors David W. Sass & Stanley L. Jacobson, The Real Estate Finance Journal, Winter 1989, p. 32.
  369. “Talking Taxes ” What Happens to Lease Acquisition Costs?” Commercial Leasing Law and Strategy, December 1989, p. 7.
  370. “The Attack of the Killer Carpets: Indoor Air Pollution Strikes!” Real Estate Insight, December 1989, p. 1.
  371. “Lease Clauses for Major Tenants,” Real Estate Insight, December 1989, p. 2.
  372. “Talking to Randy Schwager,” Real Estate Insight, December 1989, p. 3.
  373. “Tax Update,” Real Estate Insight, December 1989, p. 4.
  374. “Legal Update,” Real Estate Insight,” December 1989, p. 5.
  375. “Developing & Investing in Retirement Facilities,” Real Estate Insight, December 1989, p. 6.
  376. “Year End Tax Tips,” Real Estate Insight, December 1989, p. 7.
  377. “The Difference Between House Repair Payments,” Teaneck Suburbanite, December 6, 1989, p. 40.
  378. “Uncle Sam Can Help After a House Casualty,” Suburbanite-Real Estate Week, December 13, 1989, p. 63.
  379. “Firm Lights Own Media Spotlight,” Kurt Ross, The National Law Journal, December 18, 1989, Vol. 12, No. 15.
  380. “Congress Passes Another New Tax Law Again,” Suburbanite Real Estate Week, December 20, 1989, Vol. 2, No. 7, p. 37.
  381. “Leases,” Benders Federal Tax Service, 1989.
  382. “Investment “Take a Walk on the Wild Side: Land Investment,” Manhattan Real Estate Exchange, December/January 1990, p. 17.
  383. “Europe & 1992 Should Spell Real Estate Opportunity,” Real Estate Insight, January 1990, p.1.
  384. “More Lease Clauses for Major Tenants,” Real Estate Insight, January 1990, p. 2.
  385. “Talking To Bob Frank” Real Estate Insight January 1990.
  386. “Tax and Legal Update,” Real Estate Insight, January 1990, pp. 4, 5.
  387. “Investing & Developing in Florida: Lots of Sunshine If You Can Avoid the Regulatory Clouds,” Real Estate Insight, January 1990, p. 6.
  388. “Reconciliation Act of 1989,” Real Estate Insight, January 1990, p. 7.
  389. “Practical P.R. for Real Estate Firms,” Real Estate Insight, January 1990, p. 8.
  390. “Year End Tax Tips for Real Estate Investments,” Physicians Tax and Investment Advisor, December/January 1990, p. 6.
  391. “Don”t Deduct Interest on Construction Loans,” Shopping Centers Today, January 1990, p. 39.
  392. “Talking Taxes: Everyone Involved”” Commercial Leasing Law & Strategy January 1990.
  393. “Understanding the Terms of a House Sale Contract,” Suburbanite Real Estate Week, January 3, 1990, p. 25.
  394. “Learn the Importance of a Brokerage Agreement,” Teaneck Suburbanite, January 10, 1990.
  395. “Knowing How to Get Out of A Brokerage Agreement,” Suburbanite Real Estate Week, January 17, 1990, p. 25.
  396. “Tax Free Rollover Status When Leasing a House,” Suburbanite-Real Estate Week, January 24, 1990, p. 32.
  397. “Protecting Yourself When Using Seller Financing,” Suburbanite- Real Estate Week, January 31, 1990, p. 31.
  398. “Partnership Agreements: Trials, Tribulations and Rewards,” New Jersey Lawyer, January/February 1990, No. 132, pp. 22- 25.
  399. “Managing Director of Alex Brown & Sons,” Real Estate Insight, January 1990, p. 3.
  400. “Structuring the Sale Of a Mall Can Cut Tax,” Shopping Centers Today, February 1990, p. 19.
  401. “Asian Investment in U.S. Real Estate,” Manhattan Real Estate Exchange, p. 10. February 1990
  402. “Participating Mortgages: Accounting, Tax, and Legal Issues Abound,” Real Estate Insight, February 1990, p. 2.
  403. “Asbestos: Legal and Accounting Considerations,” Real Estate Insight, February 1990, p. 2.
  404. “Talking to Michael J. Amenta-National Real Estate Partner Laventhol & Horwath,” Real Estate Insight, February 1990, p. 3.
  405. “Tax and Legal Update,” Real Estate Insight, February 1990, pp. 4, 5.
  406. “Financial Statement Due Diligence Before Buying a Condominium,” Real Estate Insight, February 1990, p. 6.
  407. “Tax Tips: Charitable Reminder Trusts Provide Planning Opportunities”. February 1990.
  408. “Real Estate Execs: Job Prospects are Brighter,” Real Estate Insight, February 1990, p. 8.
  409. “Talking Taxes: Critical issues for most landlords,” Commercial Leasing Law and Strategy, February 1990, Vol. 2, No. 8, p. 7.
  410. “Estate Planning for Real Estate Investors and Operators-Part 3,” The Real Estate Finance Journal, Spring 1990, p. 69.
  411. “The Power of Attorney: A Critical Financial Planning Document,” Physician”s Tax and Investment Advisor,” February/March 1990, p. 6.
  412. “S Corp Helps Protect Estate From Tax Bills,” Shopping Centers Today, March 1990, p. 29.
  413. “Environment ” The Attack of the Killer Carpets: Indoor Air Pollution Strikes!” Manhattan Real Estate Exchange, March 1990, p. 6.
  414. “When Limited Partners Default on Their Partnership Notes,” Real Estate Insight, March 1990, p. 1.
  415. “Legal Decisions on Public Access in Shopping Centers,” Real Estate Insight, March 1990, p. 2.
  416. “Talking to John F.C. Parsons,” Real Estate Insight, March 1990, p. 3.
  417. “Tax and Legal Update,” Real Estate Insight, March 1990, pp. 4, 5.
  418. “The Real Estate Investor Thinking Ahead to Develop Resort Real Estate,” Real Estate Insight, March 1990, p. 6.
  419. “Tax Tips ” Is a Delaware Tax Haven For You?” Real Estate Insight, March 1990, p. 6.
  420. “Talking Taxes ” Leasing and Estate Tax Deferral,” Commercial Lease Law & Strategy, March 1990, Vol. 2, No. 10, p. 7.
  421. “Appraising in Today”s Uncertain Environment,” Real Estate Insight, April 1990, p. 1.
  422. “Real Estate Finance ” Continuous Operations Clause: More Important Than Ever,” Real Estate Insight, April 1990, p. 2.
  423. “Talking to Charles J. Hart, CPA,” Real Estate Insight, April 1990, p. 3.
  424. “Tax-Time thoughts turn to passive loss,” Shopping Centers Today, April 1990, Pg. 44.
  425. “Tax and Legal Update,” Real Estate Insight, April 1990, pp. 4, 5.
  426. “Tax Tips: Charitable Giving and Real Estate,” Real Estate Insight, April 1990, p. 6.
  427. “Talking Taxes: Leases usually”” April 1990. P. 7 Commerical Leasing Law & Strategy
  428. “Valuing an Interest in a Law Firm for Equitable Distribution,” Solomon, Vol. 8, No. 5.
  429. “Talking Taxes- The Tax Laws,” Commercial Leasing Law & Strategy, May 1990, Pg. 3.
  430. “Don”t Bequeath the estate to Uncle Sam,” Shopping Centers Today, May 1990, Pg. 168.
  431. “Tax Tips: More Tax Tips on Charitable Giving”May 1990
  432. “Valuing Leasehold Interests,” Commercial Leasing Law and Strategy, June 1990, Vol. 3, No. 1, p. 7.
  433. “Preserving Nature can pay at tax time,” Shopping Centers Today, June 1990 Pg. 23.
  434. “A Recent Tax Court Ruling May Help You to Claim Home Office Deductions,” Tax & Investment Adviser, Date Unknown, Pg. 6.
  435. “Bad Loans, Bad Documents,” Real Estate Insight, June 1990, Pg. 1.
  436. “Recent Court Rulings on Hypothetical Tax,” The Matrimonial Strategist, June 1990, Pg. 1.
  437. The Real Estate Investor “Now that you”ve bought it, how do you run it? Some Creative Ideas. June 1990.
  438. “Talking to Robert H. Gidel: Managing Director of Alex Brown Realty Advisors, Inc. June 1990.
  439. Real Estate Finance “Specialty Real Estate Financing Provides Opportunities for Institutional Investors.” June 1990.
  440. Legal and Tax Update “Estate Planning June 1990.
  441. Talking Taxes “When performing”” Commercial Leasing Law & Strategy June 1990.
  442. “Selling Your House in a Tough Market? Lease Options May Help,” Physician”s Tax and Investment Advisor, June/July 1990, p. 6.
  443. “Charitable Giving,” Practice Update Accountant”s Workbook Series, July 1990, Vol. 5, No. 7.
  444. Loan Syndications Can Give Developers and Lenders a Workout,” Real Estate Insight, July 1990, p. 1.
  445. “Talking to Susan Coveny,” Real Estate Insight, July 1990, p. 3.
  446. “Tax and Legal Update,” Real Estate Insight, July 1990, pp. 4, 5.
  447. “The Real Estate Investor Lease Up Your Agreement Property,” Real Estate Insight, July 1990, p. 6.
  448. “Tax Tips ” Rehab Tax Credit Tips,” Real Estate Insight, July 1990, p. 7.
  449. “Marital Assets- How a Decision Tree Helps Narrow Options,” co-author Theodore Sternklar, The Matrimonial Strategist, July 1990, Vol. 8 , No. 6, pp. 1, 5./li>
  450. “Talking Taxes: Most retail leasers include a”” Commerical Leasing Law & Strategy P.7 July 1990
  451. “Common Area Maintenance Charges,” Commercial Leasing Law and Strategy, July 1990, Vol. 3, No. 2, pp. 7, 8.
  452. “Contracting for Pitfalls or Success?” New Jersey Lawyer, July/August 1990, No. 135, p. 34.
  453. “Planning for Long-Term Health Care,” Client Tax Update, Newsletter, August 1990.
  454. “Guesswork Eliminated in Like Kind Trades,” Shopping Centers Today, August 1990, p. 33.
  455. “Accounting Rules Affect the Lender”s Enthusiasm for Workouts,” Real Estate Insight, August 1990, p. 1.
  456. “Clauses for Sublease Agreements,” Real Estate Insight, August 1990, p. 2.
  457. “Talking to Susan Coveny, Part II,” Real Estate Insight, August 1990, p. 3.
  458. “Tax and Legal Update,” Real Estate Insight, August 1990, pp. 4, 5.
  459. “Divorce: Valuing Real Estate Investments,” Real Estate Investments, August 1990, p. 6.
  460. “Tax Consequences of the Buy-Out Provision,” Real Estate Insight, August 1990, p. 7.
  461. “Talking Taxes: Unfortunately, no tenant is”” Commercial Leasing Law & Strategy August 1990.
  462. “Termination of Leaseholds,” Commercial Leasing Law and Strategy, August 1990, Vol. 3, No. 3, p. 7.
  463. “Marital Assets: Decision Tree Simplifies Hypothetical Taxes,” The Matrimonial Strategist, August 1990, Vol. 8, No. 7.
  464. “Using Family Partnerships in Estate Planning,” Physician”s Tax and Investment Advisor, August/September 1990, p. 7.
  465. “Removing Asbestos From Real Property: Accounting and Tax Issues,” co-author Deborah J. Levinson, Real Estate Accounting & Taxation, Fall 1990, p. 59.
  466. “Administrative Matters, Etc., “Shopping Center Legal Update, Fall 1990, Vol. 10, Issue 3.
  467. “Tax Highlights” Estate Planning Fall 1990.
  468. “Tax Exempt Entity Leasing,” Commercial Leasing Law and Strategy, September 1990, Vol. 3, No. 4, p. 5.
  469. “Tax-Exempt Tenants: Talking Taxes,” Commercial Leasing Law and Strategy, September 1990.
  470. “Beware the End of A Beautiful Partnership,” Shopping Centers Today, September 1990, p. 38.
  471. “Liability of Attorneys and Accountants on Failed Syndications,” Real Estate Insight, September 1990, p. 1.
  472. “Real Estate Finance, Title Insurance Issues in Sale Leaseback Transactions,” Real Estate Insight, September 1990, p. 2.
  473. “Tax and Legal Update,” Real Estate Insight, September 1990, p. 3.
  474. “The Real Estate Investor ” Buying Properties at Auction,” Real Estate Insight, September 1990, p. 6.
  475. “Talking Taxes: Where a landlord”” Commercial Leasing Law & Strategy September 1990.
  476. ” Tax Tips: Low Income Housing Credits,” Real Estate Insight, September 1990, p. 7.
  477. “Talking Taxes: Complex Rules Affect Tax Exempt Entity Leasing. October 1990. P.7 Commercial Leasing Law & Strategy.
  478. “How to Help and Not Hinder Your Agent,” Manhattan Real Estate Exchange, October 1990, p. 41.
  479. “Options Can Buy Time and Protect Assets,” Shopping Centers Today, October 1990, p. 41.
  480. “Related Party Leases: Code Section 267 Limitations (Part I),” Commercial Leasing Law and Strategy, October 1990, Vol. 3, No. 5, p. 7. and (Part III) November 1990
  481. “Estate Planning: Tips for Giving Gifts to Your Children,” Physician”s Tax and Investment Adviser, October/ November 1990, p. 3.
  482. “Radon Problems,” Real Estate Insight, November 1990, p. 1.
  483. “Landlord Concerns in Granting Expansion Options,” Real Estate Insight, November 1990, p. 2.
  484. “Talking to Jonathon L. Kempner,” Real Estate Insight, November 1990, p. 3.
  485. “Tax/Accounting Legal Update,” Real Estate Insight, November 1990, pp. 4, 5.
  486. “Buying General Partnership Interests,” Real Estate Insight, November 1990, p. 6.
  487. “Estate Planning: Year End Tips (Part II),” Real Estate Insight, November 1990, p. 7.
  488. “Tax Man ” Proper Estate Planning Tames 3-Headed Tax Beast,” Shopping Centers Today, November 1990, p. 71.
  489. “Talking Taxes: A Special Exception Excludes”” Commercial Leasing Law & Strategy. November 1990.
  490. “Estate Planning for Realty Operators and Investors-Part 2,” Frank Agostino, The Real Estate Finance Journal, Winter 1990, p. 57.
  491. “Estate Planning: Tax Tips for Gifts to Family,” Physicians Tax and Investment Advisor, December 1990, p. 6.
  492. “Revenue Reconciliation Act of 1990,” Real Estate Insight, December 1990, p. 1.
  493. “Real Estate Finance and Leasing,” Real Estate Insight, December 1990, p. 2.
  494. “Talking to Michael Hewson,” Real Estate Insight, December 1990, p. 3.
  495. “Legal Update,” Real Estate Insight, December 1990, p. 5.
  496. “The Real Estate Investor,” Real Estate Insight, December 1990, p. 6.
  497. “Tax Tips-Tax Planning for Generation-Skipping Transfer Tax and Gifts,” Real Estate Insight, December 1990, p. 7.
  498. “What”s Happening to the American Dream House,” Robert J. Klein, Journal of Accountancy, December 1990, p. 50.
  499. “Charitable Giving: A Primer,” B”nai Yeshurun Bulletin, December 1990, Vol. 3, No. 6, p. 14.
  500. “Tax Considerations Affecting Students Receiving Grants and Scholarships,” Practice Update: Accountant”s Workbook Series, December 1990, Vol. 2, No. 12.
  501. “The Utility Clause of Commercial Real Estate Lease,” Commercial Leasing Law and Strategy, December 1990, Vol. 3, No. 7, p. 7.
  502. “Avoiding Liability on Pre-Divorce Income Tax Returns,” New Jersey Family Lawyer, December 1990, p. 200.
  503. “Insurance Softens Shock of Estate Tax,” Shopping Centers Today,” January 1991, p. 27.
  504. “Gifts of Life Insurance,” Physicians Tax & Investment Advisor, January 1991, p. 6.
  505. “Introductory Lease Clauses,” Commercial Lease Law and Strategy: Tax Column, January 1991, Vol. 3, No. 8, p. 7.
  506. “Buy-Out Agreements,” Bergen Barrister, January 1991, Vol. 7, No. 1, p. 15.
  507. Talking Taxes “Master Limited Partnerships and Leases,” Commercial Leasing Law & Strategy, February 1991, Vol. 3, No. 8, p. 7.
  508. “Can a Charitable Remainder Trust Cure your Real Estate Headaches?,” Covenant, Date Unknown.
  509. “Estate Planning for Divorce,” Physician”s Tax and Investment Advisor, February 1991, p. 6.
  510. “Developer & Lease-Up Rules Affect Passive Losses,” Commercial Leasing Law & Strategy, March 1991, Vol. 3, No. 10, p. 7.
  511. “Tax Implications of Divorce,” Physician”s Tax and Investment, March 1991, p. 6.
  512. “Who pays the tax on marketing money?” Shopping Centers Today March 1991 p.27
  513. “The Use of Easements,” Commercial Leasing Law & Strategy, April 1991, Vol. 3, No. 11, p. 7.
  514. “Estate Planning and Insurance,” Physician Tax and Investment, Tax Column, April 1991, p. 6.
  515. “Taxes Can Make A Bad Situation Worse,” Shopping Centers Today, May 1991, p. 146A.
  516. “Commercial Lease Checklist,” Commercial Lease Law & Strategy, May 1991, Vol. 3, No. 12, p. 7.
  517. “Incorporating Insurance Into Estate Planning,” Physicians Tax and Investment, May/June 1991, p. 6.
  518. “Commercial Lease Checklist (Part II),” Commercial Lease Law & Strategy, June 1991, Vol. 4, No. 1, p. 7.
  519. “Can a Charitable Reminder Trust Cure Your Real Estate Headaches?” UJC Newsletter, Vol. 1, Issue 1, p. 5.
  520. “Economic Performance Tests & Leases,” Commercial Leasing Law & Strategy, July 1991, Vol. 4, No. 2, p. 7.
  521. “Some Tips on Making Legal Fees Deductible,” Physician”s Tax and Investment Adviser, July/August 1991, p. 6.
  522. “Don”t Forget to Check for Those Deductions,” Shopping Centers Today, August 1991, p. 30.
  523. “Estate Planning Often Overlooked In Divorce Engagements,” The CPA Journal, August 1991, p. 58.
  524. “Restructuring Lease Ownership,” Commercial Leasing Law and Strategy, August 1991, Vol. 4, No. 3, p. 7.
  525. “Understanding Brokerage Costs,” Commercial Leasing Law and Strategy, September 1991, Vol. 4, No. 4, p. 5.
  526. “You Can Use Your Accountant for More Than Tax Returns,” co-author Richard Feld, Tax and Investment Adviser, September 1991, p. 3.
  527. “Worth Reading ” Book Review of Commercial Real Estate Workouts,” co-author Stuart Saft, Turnarounds and Workouts, September 15, 1991.
  528. “Choosing a Lawyer To Help You Get Your Deal Done,” The Jewish Press-Real Estate Gallery, September 27, 1991, p. 41.
  529. “Employees, Independent Contractors and Similar Relationships in the Close Corporation,” co-author Allan R. Freedman, The New Jersey Lawyer, September/October 1991, p. 32.
  530. “Message From The Special Editor, The New Jersey Lawyer, September/October 1991, p. 19.
  531. “Rental-Inducement Complications,” Commercial Leasing Law & Strategy, October 1991, Vol. 4, No. 5.
  532. “How to Value Spousal Interest in a Law Firm,” Joseph Fell, The Matrimonial Strategist, October 1991, Vol. 9, No. 9.
  533. “What Happens At a House Closing,” The Jewish Press, October 25, 1991, p. 69.
  534. “Life Insurance Trusts: Vital Financial Planning Tool,” Richard S. Feld, NAPFA News, November 1991.
  535. “Listed Property Depreciation Rules,” Richard Feld, Accountant”s Workbook Series” Practice Update, Vol. 6, No. 11, p. 1. November 1991
  536. “Interest Capitalization Rules Affect Deductions,” Commercial Law and Strategy, November, 1991, Vol. 4, No. 6.
  537. “What Happens At A House Closing,” The Jewish Press, November 29, 1991, p. 74.
  538. “Hidden Liabilities in Owning Real Estate Through Your Partnership,” Physician”s Tax and Investment Advisor, November/December 1991.
  539. “Understanding the New Interest Capitalization Regulations,” Commercial Leasing Law & Strategy, December 1991, Vol. 4, No. 7, p. 7.
  540. “When Parents Help Their Children With The Down Payment,” The Jewish Press- Real Estate Gallery, December 27, 1991, p. 72A.
  541. “Setting up a Tax Deduction Checklist” Tax & Investment Advisor P6 Date Unknown.
  542. “Living wills and Health Care Proxies,” Nest Egg, January 1992, pp. 18-23.
  543. “Interest Capitalization Regulations,” Commercial Leasing Law & Strategy, January 1992, Vol. 4, No. 8, p. 7.
  544. “Religious Implications of a Will, Jewish Law (Halacha) and Inheritance,” The Jewish Press-Real Estate Gallery, January 31, 1992, p. 78.
  545. “Alternative Minimum Tax and Leasing,” Commercial Leasing Law & Strategy, February 1992, Vol. 4, No. 1, p. 7.
  546. “Owner Occupied Premises,” Commercial Leasing Law & Strategy, March 1992, Vol. 4, No. 10, p. 7.
  547. “Superintendent/Owner Occupied Apartments,” Commercial Lease Law and Strategy, March 4, 1992.
  548. “Getting Your House Ready to Sell,” Real Estate Gallery, March 27, 1992, p. 79.
  549. “Talking Taxes-Activity Definition Affects Leasing,” Commercial Leasing Law and Strategy, April 1992.
  550. “Tips on Operating a Leasing Company,” Commercial Leasing Law and Strategy, May 1992, p. 7.
  551. “Writing Brisk, Vivid Advertisements,” The Jewish Press-Real Estate Gallery, June 26, 1992, p. 63.
  552. “Update of Recent Tax Developments,” Commercial Leasing Law and Strategy, July 1992, p. 7.
  553. “Revocable Living Trusts Have Important Tax Consequences,” Richard S. Feld, Bergen Barrister, August 1992, pp. 11, 12.
  554. “Update of Recent Tax Developments,” Commercial Leasing Law and Strategy August 1992, p. 7.
  555. “Protecting Your Assets from Creditors,” Maria McGovern, The Practical Planner, Vol. 1, No. 1, p. 1. September 1992.
  556. “The 1040: Hidden Estate Planning Opportunities,” Jay Levine, Practice Update- Accountants Workbook Series, September 1992, Vol. 7, No. 9, p. 4.
  557. “Yes, Even Your Firm Must Have a Written Partnership Agreement,” Accounting Today, October 1992, Vol. 6, No. 19.
  558. “Sale of a Leased Property,” Commercial Leasing Law and Strategy, October 1992, Vol. 5, No. 5, p. 4.
  559. “Landlord/Tenant Partnerships: Tax, Business and Accounting Considerations,” co-author Richard S. Feld, The Real Estate Finance Journal, Winter 1992, Vol. 7, No. 3.
  560. “Dealing With Like-Kind Exchanges,” Commercial Leasing Law and Strategy, December 1992, Vol. 5, No. 7, p. 3.
  561. “Tax Tips for the General Practitioner: Estate Planning with Non-Citizens,” Bergen Barrister, 1992, pp. 19, 20.
  562. “Living Wills”and Health Care Proxies,” The Guide to Jewish Living in Northern New Jersey, 1992, pp. 18, 19.
  563. “Incorporating Insurance into Estate Planning” Tax & Investment Adviser 1992 No Date.
  565. “Valuing of an Interest in a Veterinary Practice,” co-author Katherine Thompson, The Matrimonial Strategist, January 1993, p. 1.
  566. “Squeezing Tax Benefits Out Of Conference,” co-author Richard Feld, NAPFA News, February 1993, p. 6.
  567. “Valuing a Business at the Date of Marriage,” The Matrimonial Strategist, February 1993, Vol. 11, No. 1, p. 1.
  568. “Checklist Eases Pain of a Partnership Agreement,” February 15, 1993, p. 15.
  569. “Using Trusts to Own Real Estate: Tax and Legal Issues,” Real Estate Accounting & Taxation, Spring 1993, p. 5.
  570. “IRS Attacking Losses on Lease Transaction,” Commercial Leasing Law & Strategy, March 1993, p. 7.
  571. “Determining Business Worth from Wedding Date,” The Matrimonial Strategist, March 1993, Vol. 11, No. 2.
  572. “Good Lawyers Don”t Ignore Estate Planning,” New Jersey Lawyer, March 15, 1993, p. 17.
  573. “Valuing a Business Where Data Are Questionable,” The Matrimonial Strategist, April 1993, Vol. 11, No. 3.
  574. “Calculating the Worth of a Nurse”s License,” co-author Richard Feld, May 1993, Vol. 11, No. 4, p. 1.
  575. “Minority, Marketability Discounts After Valuation of Partnership Interest,” The Real Estate Finance Journal, Summer 1993, p. 18.
  576. “A Guide to Valuing Professional Licenses,” The Matrimonial Strategist, June 1993, Vol. 11, No. 4, p. 3.
  577. “Fighting the Insurance Answers Everything Syndrome,” co-author Glenn S. Daily, NAPFA News, June 1993, p. 21.
  578. “Invitation to Political Action,” The Jewish Standard, June 11, 1993, p. 17.
  579. “Fighting the Insurance Answers Everything Syndrome Part II,” co-author Glenn S. Daily, NAPFA News, July 1993, p. 14.
  580. Tax Tips for the General Practitioner “Basic Tax Issues For the Closely Held Company,” co-authors Richard S. Feld & Jay Levine, The Bergen Barrister, July 1993, Vol. 9, No. 2.
  581. “A Guide to Valuing Professional Licenses: Part II,” The Matrimonial Strategist, July 1993, Vol. 11, No. 5, p. 3.
  582. “Affect of New Tax Bill on Divorce Practice,” The Matrimonial Strategist, August 1993, Vol. 11, No. 7, p. 1.
  583. “Insurance Trusts: An Estate Planning Home Run,” The Practical Planner, Vol. 1, No. 3, p. 1. August 1993
  584. “Follow Through Important for More than Just Your Golf Swing,” Jerome Rebhun, NAPFA News, September 1993, p. 26.
  585. “Effect of New Tax Bill on Divorce Practice,” The Matrimonial Strategist, Vol. 11, No. 8, p. 1. September 1993
  586. “New Law Hotline, Refund Opportunities,” Tax Hotline, November 1993, p. 4.
  587. “New Tax Law”s Effect on Divorce Settlements,” co-author Dale Ellis, The Matrimonial Strategist, November 1993, Vol. 11, No. 10, p. 1.
  588. “Protecting Assets from Creditors; Custodial Accounts; Pensions,” The Practical Planner, Vol. 1, No. 2, p. 4. 1993.
  589. “Planning Your Children”s Financial Future,” co-author Irwin D. Marks, CPA, The Practical Planner, Vol. 1, No. 2, p. 1. 1993
  590. “Tax Tips for the General Practitioner, Limited Liability Companies: New Business Form Means New Business Opportunities for Practitioners,” Glenn Tucker, The Bergen Barrister, February 1994, p. 17.
  591. “Limited Liability Companies: A New Asset to Consider,” The Matrimonial Strategist, February 1994, Vol. 12, No. 1, p. 5.
  592. “Estate Planning for Closely Held Businesses,” Judith M. Marshall, New Jersey Lawyer, April 4, 1994, p. 31.
  593. “Commercial Real Estate and the 1993 Tax-Act Part I, Judith M. Marshall, The Real Estate Financial Journal, Summer 1994
  594. “Limited Liability Companies Provide Substantial Benefits for Estate Planning,” co-author Samuel Weiner, New Jersey State Bar Association, Real Property Probate and Trust Law Section Newsletter, June 1994, Vol. 24, No. 4.
  595. “Valuation of a Medical Practice: The Good Will Component,” Salim K. Saifee, The Matrimonial Strategist, June 1994, Vol. 12, No. 5, p. 4.
  596. Valuation of a Medical Practice: The Good Will Component,” Part II, Salim K. Saifee The Matrimonial Strategist July 1994, P. 6
  597. “State Supreme Court Imposes a Higher Duty of Care on Insurance Agents,” Sonny Bloch”s Action Line, Vol. 8, No. 7, p. 7. July 1994
  598. “Messages from the Special Editor,” New Jersey Lawyer, July 1994, p. 11.
  599. “Shareholder”s Agreements: Accounting and Financial Implications,” co-author Lawrence R. Chodor, New Jersey Lawyer, July 1994, p. 30.
  600. “Trustee Removal Power: How Many Strings Are Too Many,” co-authors Judith Marshall & Frederick R. Keydel, Probate and Property, July/August 1994
  601. “Commercial Real Estate and the 1993 Tax Act- Part II, Judith M. Marshall, The Real Estate Financial Journal, Fall 1994, p. 15.
  602. “The Durable Power of Attorney,” Sonny Bloch”s Action Line, Vol. 8, No. 10, p. 8. September 1994.
  603. The Durable Power of Attorney: What it really means” October 1994.
  604. “Trusts & Trusts & Trusts: They”re Not Only for the Rich.” October 1 1994
  605. “3 Steps to Maximum Power of Attorney Protection,” Sonny Bloch”s Action Line, November 1994.
  606. “Selling a Medical Practice- Tax Traps for the Unwary,” co-authors John Carbone & Salim Saifess, The Bergen Barrister, November 1994, p. 6.
  607. “Tips for the Home Buyer (Part One of a Two Part Series), Sonny Bloch”s Action Line, December 1994, Vol.8, No. 12.
  608. “More Ideas On Protecting Assets from Divorce ” Family Business,” The Practical Planner, Vol. 2, No. 1, p. 1. 1994
  609. “Limited Liability Companies, New Business Form Means New Business Opportunity,” The Practical Planner, Vol. 2, No. 1, p. 1. 1994
  610. “Tips for the Home Buyer (Part Two of a Two Part Series), Sonny Bloch”s Action Line, January 1995, Vol. 8, No. 12, p. 8.
  611. “Factors to Consider in Valuing a Real Estate Brokerage Firm” The Matrimonial Strategist, January 1995. pp. 5-6
  612. Giving Money to Kids is Getting Trickier: How to do it Safely. Personal Advantage January 1995 PP. 8-9
  613. Bottom Line Tomorrow, “Tax-Wise ways to Make the Most of Your Home During Retirement,” February 1995, p. 7.
  614. “Minimizing Fees and Expenses on Probate,” Sonny Bloch”s Action Line, March 1995, p. 8.
  615. “Planning for Closely Held Businesses” Sonny Bloch”s Action Line April 1995 p. 10.
  616. “Tax Planning for Special Real Estate Situations” New Jersey LAWYER pp. 32-37 April 1995.
  617. “Taking a Close Look at Insurance Trusts” Sonny Bloch”s Action Line May 1995. p. 10.
  618. “Why Now Is The Time to Plan Your Estate,” Your Money, June 1995, pp. 57-60.
  619. “Life Insurance Trusts: Planning Benefits Tremendous but Pitfalls Lurk,” The New Jersey Lawyer, October 1995, p. 14.
  620. “A New Twist for the Appraiser: Regression Analysis,” The Matrimonial Strategist, October 1995, Vol. 13, No 9, p. 1.
  621. “Form 1040: Road Map Your Client”s Financial Future,” Diane L. Rivers, NAPFA Advisor, October 1995.
  622. “Limited Liability Companies: A New Opportunity for Real Estate Investors,” co-authors Samuel Weiner & John Carbone, The Real Estate Financial Journal, Winter 1995, p. 22.
  623. “Lesson 19-Thwarting the Tax Gatherer,” Money Magazine”s 100 Steps to Wealth, 1995.
  625. “Valuing an Accounting Practice for Purposes of Divorce,” Diane L. Rivers, The Matrimonial Strategist, January 1996, Vol. 14, No. 1, p. 1.
  626. “Checklist for Setting Up an Insurance Trust,” The Bergen Barrister, January/February 1996, Vol. 4, No. 1, pp. 30-32.
  627. “The Effect of Government Restrictions on Valuation of Property for Municipal Tax Appeal Purposes.” Real Property Law January – February 1996.
  628. “Valuing an Accounting Practice for Purposes of Divorce.” Part II. The Matrimonial Strategist, Diane Rivers February 1996.
  629. “How to Protect Yourself and Your Heirs with Trusts,” Bottom Line Tomorrow, March 1996, Vol. 4, No. 3, pp. 5-7. March 1996
  630. “Biggest Estate Planning Mistakes”and How to Do Everything Right,” Bottom Line Personal, March 15, 1996, pp. 7-8.
  631. “Using Tax Returns to Spot a Client”s Legal, Financial, and Personal Issues,” co-author Diane L. Rivers & Howard Kaplan, The Bergen Barrister, May/July 1996, pp. 39-44.
  632. “Give a Little,” North Jersey Jewish Standard, December 20, 1996, Vol. LXVII, No. 5, pp. 6-12.
  634. “Tax and Financial Planning for the Home,” New Jersey Elder Law Practice, January 1997, Chapter 6.
  635. “Who or What Entity Should Own Your Clients Assets?” co-author Abigail L. Stiefel, The Bergen Barrister, January-March 1997, Vol. 13, No. 1, pp. 6-12.
  636. “Are you Protected In Case of Illness or Disability?” Jewish Community News, February 21, 1997, p. 43.
  637. “When Should Professional Goodwill Be Valued?” The Matrimonial Strategist March 1997.
  638. “When Setting Up a Trust,” Bottom Line Personal, September 1, 1997, p. 4.
  639. “How Provisions of New Tax Act Impact Divorcing Tax Payers,” The Matrimonial Strategist, October 1997, Vol. 15, No. 9, p. 1.
  640. “Estate Planning: Farsighted Document Protection Strategy,” Moneysworth, November 1997, Vol. 3, No. 11, p. 1.
  641. “To Profit From New Tax Law Changes Estate Plans Fast,” Bottom Line Personal, November 15, 1997, Vol. 18, No. 22, p. 6.
  642. “Heard by Tax Hotline Editors,” Tax Hotline, December 1997, Vol. 17, No. 12, p. 1.
  644. “Power of Attorney,” Bottom-Line Personal, January 1, 1998.
  645. “Better Tax Shelter for a Home,” Bottom Line Personal, January 15, 1998, Vol. 19, No. 2, p. 16.
  646. “Test Your Living Trust IQ,” Kiplinger”s Personal Finance Magazine, February 1998, p. 49.
  647. “Documents You Should Review and Change After the 1997 Tax Act,” The Bergen Barrister, Spring 1998.
  648. “Dealing With QPRTs When Negotiating Property Settlements,” The Matrimonial Strategist, March 1998, Vol. 16, No. 2, p. 1.
  649. “It”s a Crummy War in the Trenches,” New Jersey Lawyer, March 2, 1998, p. 7.
  650. “Charitable Plans: Doing Good and Saving Tax,” New Jersey Lawyer: Banking and Finance, March 9, 1998.
  651. Ed Slott”s IRA Advisor, “Guest IRA Expert,” Interview with Martin M. Shenkman, April 1998.
  652. “Best Ways to Use a Safety Deposit Box,” Bottom Line Tomorrow, May 1998, Vol. 6, No. 5, p. 4.
  653. “The New Prudent Investor,” Financial Planning Magazine, with Lori Sackler, May 1998.
  654. “Very Valuable Estate Planning Opportunities Under the New Tax Law,” Bottom Line Personal, May 15, 1998, Vol. 19, No. 10, p. 5.
  655. “LLCs: The Swiss Army Knife of Planning,” Lori R. Sackler, Financial Planning, July 1998, p. 126.
  656. “Decisions: Choice of Entities for Law Firms,” New Jersey Lawyer, July 27, 1998.
  657. “Will Contests: Minimizing Risk to Clients,” New Jersey Lawyer, September 14, 1998, p. 47.
  658. “Clarifying Surviving Spouse”s Rights,” New Jersey Lawyer, November 2, 1998, p. 7.
  659. “Warming Up To An Alaska Trust,” New Jersey Lawyer, November 23, 1998, p. 7.
  660. “Doing Right the Right Way,” Lori Sackler, Financial Planning, December 1998.
  661. “What Beneficiaries Need to Know,” Bottom Line Tomorrow, January 1999, p. 3.
  662. “Practical Planning Tips for Law Firms,” New Jersey Lawyer, February 8, 1999.
  663. “QPRT Provides Great Planning Benefits For Your Home,” Choices Magazine, Spring 1999, p. 18.
  664. “Hot: A Fireproof Home Safe,” Bottom Line Tomorrow, March 1999, p. 1.
  665. “Tips for Snowbird Clients in Florida,” New Jersey Lawyer, March 1999, p. 7.
  666. “Cracking the Code,” Financial Planning Magazine, with Lori Sackler, April 1999.
  667. “It”s Estate Planning Update Time,” Booming Stock Market, Bottom Line Personal, April 15, 1999, Vol. 20, No. 8.
  668. “Negotiating Education Trusts as Part of a Divorce Agreement,” The Matrimonial Strategist, May 1999, Vol. 17, No. 4, pp. 1-3.
  669. “Delaware Trusts: Poplar Estate Planning Tool,” New Jersey Lawyer, May 3, 1999, p. 7.
  670. “Charitable Giving: Practical Options,” The New Jersey Lawyer, July 19, 1999, p. 7.
  671. “Estate Planning Alert,” Bottom Line Business, July 1999, p. 14.
  672. “Estate Planning Alert,” Bottom Line Business, July 1999, p. 15.
  673. “Tax Implications of Funding Education Costs Through Trusts,” The Matrimonial Strategist, August 1999, p. 6.
  674. “Is Your Firm”s Retirement Plan Up To Snuff?” The New Jersey Lawyer, September 6, 1999, p. 7.
  675. “Halachic and Moral Considerations of Planning Your Estate-Part 1,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, October 9, 1999, Vol. 9, No. 1.
  676. “The Upside of Socially Oriented Investing,” The New Jersey Lawyer, October 11, 1999.
  677. “Yerusha-Disinheritance: Part 4,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, October 30, 1999, Vol. 9, No. 4.
  678. “Trust Musts, New Developments in Trust Drafting Are Providing Opportunities For Planners to Better Manage Their Client”s Trust Assets,” co-author Lori R. Sackler, Financial Planning, November 1999.
  679. “Yeshura-Disinheritance: Part 5,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, November 6, 1999, Vol. 9, No. 5.
  680. “Living Wills and Health Care Issues: An Overview of Halachic Issues: Part 6,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, November 13, 1999, Vol. 9, No. 6.
  681. “Living Wills and Health Care Issues: The Definition of Death-Part 7,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, November 20, 1999, Vol. 9, No. 7.
  682. “Living Wills and Health Care Issues: Kidney and Cornea Transplants: Part 8,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, November 27, 1999, Vol. 9, No. 8.
  683. “Purchasing a house together may lead unmarried adults to a legal nightmare,” The Wall Street Journal, Unknown.
  684. “How You Can Win Big By Giving Up,” Bottom Line Personal, December 1999.
  685. “Avoiding the Investment Company Trap When FLP”s and LLC”s,” Estate Planning Magazine, December 1999, Vol. 26, No. 10.
  686. “Halachic and Moral Considerations of Planning Your Estate: Part 9,” co–author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, Vol. 9, No. 9. December 4, 1999.
  687. 1999. “The Rules are Changing. As an Adviser, Being Prudent no Longer Means Simply Preserving Capital.” The New Prudent Investor.
  688. “Insurance: Part 12,” co-author Rabbi Howard Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, January 1, 2000, Vol. 9, No. 13.
  689. “Estate Planning and the Transmission of Torah Values: Part 13,” co-author Rabbi Howard Jachter, Kol Torah, Torah Academy of Bergen County, January 8, 2000, Vol. 9, No. 14
  690. “Trust Busters,” Financial Planning, March 2000, p. 59.
  691. “Remember the Emotions in Estate Planning,” New Jersey Lawyer, May 8, 2000.
  692. “Jewish Issues in Estate Planning,” New Jersey Lawyer, July 24, 2000.
  693. “Catholic Issues in Estate Planning,” New Jersey Lawyer, Date Unknown.
  694. “Estate Planning for Orthodox Christians,” New Jersey Lawyer, Date Unknown.
  695. “Islamic Factors in Estate Planning,” New Jersey Lawyer, Date Unknown.
  696. “To Estate Tax Or Not To Estate Tax, That Is The Question”” Tax Planning Tips for Professional Advisors, UJA Federation of New York, Fall 2000, Vol. 7, No. 2.
  697. “Dispelling Misconceptions About Insurance,” New Jersey Lawyer, September 18, 2000.
  698. “Estate Tax Repeal: What Are Your Colleagues Doing?” New Jersey Lawyer, July 2, 2001.
  699. “Estate Tax Repeal: More Ideas From Your Colleagues,” New Jersey Lawyer, July 9, 2001.
  700. “Buddhist Factors in Estate Planning,” New Jersey Lawyer, November 5, 2001, Vol. 10, No. 45.
  701. “Importance of Living-Together Agreements” New Jersey Lawyer December 17, 2001.
  702. Estate Planning after the 2001 Tax Relief Reconciliation Act January 10, 2002.
  703. “A Practical Comprehensive Listing of Financial Planning Issues to Address Post-Divorce,” The Matrimonial Strategist, April 2002, Vol. 20, No. 3.
  704. “Excerpted from Estate Planning After the 2001 Tax Act: Guiding Your Client”s Through the Changes,” Journal of Retirement Planning, p. 39.
  705. “Dynasty Trusts,” Retirement Planning, May-June 2002, p. 41.
  706. “Executor”s Trap,” Bottom Line Business, June 2002, Vol. 22, No. 6.
  707. “Long Term Trusts Are Becoming More Popular but the GST Tax Is Still a Trap for the Unwary,” Bloomberg Wealth Manager, July/August 2002, pp. 33-38.
  708. “Piloting Family Limited Partnerships,” New Jersey Lawyer, July 15, 2002.
  709. “Planning Techniques and Tips; Powers of Attorney,” co-author Sidney Kess, CCH Incorporated, July 18, 2002.
  710. “Anticipating Issues Raised by 529 College Savings Plans When Structuring Divorce Settlements,” co-author Charles C. Abut, The Matrimonial Strategist, September 2002.
  711. “Planning Techniques and Tips; Divorce and Estate Planning,” co-author Sidney Kess, CCH Incorporated, September 19, 2002.
  712. “Planning Options to Help Families Fund a Child”s Education,” CCH Incorporated, January 2003, Vol. 30, No. 1, p. 24.
  713. “Planning Techniques and Tips: The Un-Estate Plan for Moderate Wealth Clients,” co-author Sidney Kess, CCH Incorporated, January 21, 2003, p. 4.
  714. “Planning Techniques and Tips: FLP and LLC Fear Factor,” co-author Sidney Kess, CCH Incorporated, March 18, 2003.
  715. “Total Return Trusts: What Practitioners Should Know,” co- author Sidney Kess, CCH Incorporated, May 22, 2003, p. 36.
  716. “Hinduism Issues in Estate Planning,” New Jersey Lawyer, July 7, 2003.
  717. “FLPs & LLCs ” More than Estate Tax Issues,” co-author Sidney Kess, CCH Incorporated, July 21, 2003.
  718. “Family Limited Partnerships: Attacking the Entity to Get Your Client a Fair Settlement”. Matrimonial Strategist September 2003. p. 3.
  719. “Schiavo Tragedy Should Send a Message,” co-author Patti S. Klein, M.D., CCH Incorporated, October 31, 2003.
  720. “Planning Techniques and Tips: Trust Planning and Drafting Tips,” co-author Sidney Kess, CCH Incorporated, September 18, 2003.
  721. “Planning Techniques and Tips: Living Wills,” co-author Sidney Kess, CCH Incorporated, December 16, 2003.
  722. “Life Insurance and Divorce: Who Gets What?” The Matrimonial Strategist Vol. 22 No. 4 May 2004.
  723. “Planning Techniques and Tips: Insurance Planning and Drafting Tips,” co-author Sidney Kess, CCH Incorporated, October 22, 2004.
  724. “Planning Techniques and Tips: Religious Issues in Estate Planning,” co-author Sidney Kess, CCH Incorporated, December 21, 2004.
  725. “Planning Techniques and Tips: Addressing Difference in Gender Views of the Planning Process,” co-author Sidney Kess CCH Incorporated, February 22, 2005.
  726. “Planning Techniques and Tips: Buy-Sell Agreements Planning and Drafting Tips,” co-author Sidney Kess, CCH Incorporated, April 21, 2005.
  727. “Planning Techniques and Tips: Impact of New Bankruptcy Act on Retirement Assets and College Savings ” Part 1″, co-author Sidney Kess, CCH Incorporated, July 19, 2005.
  728. “Planning Techniques and Tips: Impact of New Bankruptcy Act on Retirement Assets and College Savings – Part 2,” co-author Sidney Kess, CCH Incorporated, September 19, 2005.
  729. “Planning Techniques and Tips: Bypass Trust Funding Issues,” co-author Sidney Kess, CCH Incorporated, February 16, 2006.
  730. “Divorce and Sale of the Principal Residence,” The Matrimonial Strategist, February 2006, Vol. 24, No. 2.
  731. “Life Insurance and Divorce,” co-author Richard M. Weber, American Bar Association, May 3, 2006.
  732. “Planning Techniques and Tips: Single-Member and Disregarded LLCs,” co-author Sidney Kess, CCH Incorporated, June 30, 2006.
  733. “Investing Post-Divorce,” co-author Charles Lieberman, The Matrimonial Strategist, August 2006, Vol. 24, No. 8.
  734. “Planning Techniques and Tips: Trust Situs and State Taxation of Trusts,” co-author Sidney Kess, CCH Incorporated, October 17, 2006, Vol. 32, No. 10.
  735. “Misconceptions About Living Wills, Health Care Proxies and End-of-Life Decisions,” The National Academies, Office of Development, November 12, 2006.
  736. “Safeguard Your Life Savings Before Its Too Late,” Bottomline, November 15, 2006, p. 3.
  737. “Introduction to the Laws of Yerusha and the Ethics of Jewish Estate Planning,” co-author Rabbi Chaim Jachter, Kol Torah Newsletter, Torah Academy of Bergen County.
  738. “Family LLC Interest Fets No Gift Tax Exclusion,” Lawyers Weekly USA, Date Unknown.
  739. “Estate Planning ” Health Care Proxies and Living Wills,” co-author Rabbi Chaim Jachter, Kol Torah Newsletter, Torah Academy of Bergen County, December 2, 2006, Vol. 16., No. 11.
  740. “Planning Techniques and Tips: Succession Planning for Sole Professional Practitioners,” co-author Sidney Kess, CCH Incorporated, December 19, 2006, Vol. 32, No. 12.
  741. The Wall Street Journal Report Online “Recommended Reading: Best Estate Planning Books,” February 3, 2007, p. R2 (print version) (also available at: www.WSJ.com/Reports).
  742. “Planning Techniques and Tips: Charitable Giving and Chronic Illness,” CCH Incorporated, 2007.
  743. “Planning for Clients with Multiple Sclerosis” The Magazine of the National Multiple Sclerosis Society July 2007
  744. “Estate Planning and Taxation:Planning for Clients with Multiple Sclerosis,” Trusts & Estates Magazine, August 2007, p. 19.
  745. “The Role of Existing Insurance Trusts in Divorce (Part One of a Two-Part Article), co-author Charles Lieberman, The Matrimonial Strategist, August 1, 2007.
  746. “Insurance Trusts Post-Divorce” (Part Two of a Two-Part Article), The Matrimonial Strategist, September 2007, Vol. 25, No. 9.
  747. “You May Think That Powers of Attorney are Simple, But Once You Have to Use them That May Not Be the Case,” Financial Planning, September 2007.
  748. “Estate Planning: The Great Powers” Financial Planning September 1, 2007.
  749. “If You”re Asked to be a Trustee”When to Say No, How to Protect Yourself if You Say Yes,” BottomLine Personal, Vol. 28, No. 18, September 15, 2007.
  750. “Trusts and Estates as Partners/Members: Impact on Closing of FLP/LLC Tax Year,” co-author Sidney Kess, CCH Estate Planning Review Planning Techniques and Tips, September 20, 2007, Vol. 33, No. 9.
  751. “Estate Planning for Baha”I Clients,” Steve Leimberg”s Estate Planning Newsletter #1178, September 27, 2007, (available at: http://www.leimbergservices.com).
  752. “Shrewd Tax Planning For Your Biggest Asset, Tax Hotline, Vol. 27, No. 10, October 2007.
  753. “College Savings 201 For Your High-Net-Worth Clients, There Are Better College Savings Vehicles Than The Usual Suspects, Here are Some Options,” Financial Planning, October 2007, p. 69.
  754. “Ask the CPA: Family Limited Partnerships,” Bergen Record, October 19, 2007.
  755. “High Net Worth: Estate Planning: Be a Trust Team Player,” November 2007.
  756. “Plan Now for 2007 Tax Deductions” Momentum, Winter 2007, p. 62.
  757. “High Net Worth: Estate Planning: Your Prudent Practice,” December 2007.
  758. National Multiple Sclerosis Society: Greater North Jersey Chapter “Our First Year With the NMSS.” 2007
  759. Kiplinger”s Personal Finance, “How do I Cancel My Parents” Cards?” February 2008, p. 83.
  760. Estate Planning Review “Planning Techniques and Tips: Competency,” co-author Sidney Kess, Estate Planning Review Issue, (CCH) 677, February 21, 2008, p. 12-16.
  761. “Succession Planning for Attorneys” February 25, 2008.
  762. “Power of Attorney ” Your Most Important Legal Document,” Momentum, Spring 2008.
  763. “Decision: Unitrust,” March 2008.
  764. “Integrating Religious Considerations into Estate and Real Estate Planning,” Probate and Property Magazine, March/April, 2008, p. 34-39 (selected for “The Best Articles Published by the ABA” in GPSolo Magazine, Vol. 25, No. 6, Sept. 2008, p. 14).
  765. “Trusts and Passive Loss Rules: How Does a Trust Materially Participate?” Probate & Property, March/April 2008, Vol. 22, No. 2.
  766. “Estate Planning for Clients with Parkinson”s,” Practical Estate Planning,” April-May 2008, Vol. 10, No. 2, p. 17 (received “Editors Choice Award”).
  767. “1040 Planning Checklist CPA Magazine p. 24. April ” May 2008
  768. “Senior Divorce: Special Circumstances,” The Matrimonial Strategist, May 2008, Vol. 26, No. 5.
  769. “Split-Dollar Arrangments for Life Insurance ” An Overview,” Wealth Strategies Journal, May 2008 (available at: www.wealthstrategiesjournal.com).
  770. “Another Door Closes, Estate Planning,” Financial Planning Magazine, May 1, 2008 (available at: http://www.financial-planning.com).
  771. “Planning for People with Parkinson”s” Momentum Summer 2008.
  772. “Living Wills: Protecting Your Medical Choices,” Momentum, Summer 2008, p. 58-60.
  773. “Protect the Weak,” Estate Planning, June 1, 2008.
  774. “Living Will, Health Care Proxy, and Other Critical Paperwork: Medical Wishes Need to Be Made Clear, Kept Up to Date,” Bottom Line”s Daily Health News, June 16, 2008.
  775. “Closely Held Business Planning Checklist,” CPA Magazine, June/July 2008, Vol. 7, No. 3.
  776. “Handling an Estate and Gift Tax Case at the Appeals Level, co-author Sidney Kess, Estate Planning Review, July 24, 2008,Vol. 34, No. 7.
  777. “Avoiding a Painful Trap: Forming Family Limited Partnerships Can Trigger Income Tax Unless You Take Precautions,” Financial Planning, August 2008, p. 51.
  778. “15-Point Circular 230 Research Cover Your Bases Checklist,” CPA Magazine, August/September 2008 Vol. 7, No. 4.
  779. “Estate Planning for Clients with Alzheimer”s,” Journal of Practical Estate Planning, August-September 2008.
  780. “Home Sweet Home Business,” Momentum, Fall 2008, p. 58.
  781. “Twistin” Taxes Away,” Financial-Planning, September 1, 2008.
  782. “Integrating Religious Considerations into Estate and Real Estate Planning,” GPSolo, Vol. 25, No. 6 (Won the “The Best Articles Published by the ABA,” Award, September 2008).
  783. “Succession Planning: 20 Biggest Buy-Sell Agreement Mistakes,” CPA Magazine, October 2008, Vol. 7, No. 5.
  784. Leaving More to Beaver,” Financial Planning, October 1, 2008 (available at: www.financial-planning.com).
  785. “Estate Planning During Economic Turmoil,” Wealth Strategies Journal, October 8, 2008 (available at: www.wealthstrategiesjournal.com).
  786. “Economic Crisis Checklist,” Trusts & Estates, October 21, 2008.
  787. “Tough Times Planning Checklist,” Steve Leimberg”s Estate Planning Email Newsletter, Archive Message #1356, October, 22, 2008.
  788. “Economic Meltdown: 14 Point Planning Checklist,” CPA Magazine, November 2008.
  789. “Business Planning in a Recession: Tax Season Checklist.” November 2008
  790. “Breakup Checklist,” Financial Planning, November 1, 2008.
  791. “Saving Estate Taxes (and a Business) with a Graegin Loan,” Lenox Advisors, Inc., November-December 2008.
  792. “Succession Planning for the Solo Professional Practitioner,” The Attorney-CPA, Winter 2008, pp. 5, 7.
  793. “Get it While You Can,” Financial Planning, December 1, 2008 (available at: www.financial-planning.com).
  794. “The Practical Planner: Gift Planning During Economic Uncertainty,” Wealth Strategies Journal, December 31, 2008 (available at: www.wealthstrategiesjournal.com).
  796. “Revisiting Clients” Plans,” Financial Planning, January 1, 2009 (available at: www.financial-planning.com).
  797. “Planning During Economic Turmoil” Producer Content Newsletter January 20, 2009.
  798. “Market Changes Force: A Revision of After-Life Plans,” On Wall Street, February 1, 2009 (available at: www.onwallstreet.com).
  799. “The Practical Planner: Insurance Trusts (ILIT) Not So Simple,” Wealth Strategies Journal, February 2, 2009 (available at: www.wealthstrategiesjournal.com/articles/2009/02/the-practical-planner-insuranc.html).
  800. “Saving by Giving,” Financial Planning, February 2, 2009 (available at: www.financial-planning.com).
  801. “The Practical Planner: Estate Tax Proposed Legislation: Analysis of Pomeroy Bill,” Wealth Strategies Journal, February 15, 2009 (available at: www.wealthstrategiesjournal.com/articles/2009/02/estate-tax-proposed-legislatio.html).
  802. “Estate Planning Documents Need to Address HIPAA Issues,” Estate Planning, March 2009, Vol. 36, No. 3.
  803. “Retirement Asset Tips and Traps,” Financial Planning, March 1, 2009 (available at: www.financial-planning.com).
  804. “Planning Techniques and Tips: Alternate Valuation,” co-author Sidney Kess, Estate Planning Review, March 19, 2009, p. 19.
  805. “IRAs and Retirement Plans Traps and Planning Tips,” co-author Ira S. Herman, March 23, 2009.
  806. “Goldilocks Trusts Save the Day,” Wealth Strategies Journal, March 30, 2009 (available at: www.wealthstrategiesjournal.com/articles/2009/03/goldilocks-trusts-save-the-day.html).
  807. “Good Will in Tough Times,” Financial Planning, April 1, 2009.
  808. “The Practical Planner: Brooke Astor Estate: Questions and Lessons,” Wealth Strategies Journal, April 15, 2009 (available at: www.wealthstrategiesjournal.com/articles/2009/04/brooke-astor-estate-questions.html).
  809. “Tax Checklist: Post-Tax Season Planning for 4/15 Prep,” CPA Magazine, April/May 2009, p. 44.
  810. “Recent Tax and Estate Planning Developments,” The Matrimonial Strategist, May 2009, Vol. 27, No. 5, p. 7, 8.
  811. “True Value,” Estate Planning, May 1, 2009.
  812. “Escape from Distribution Traps,” On Wall Street, May 1, 2009 (available at: www.onwallstreet.com/ows_issues/2009_5/escape-from-distribution-traps-26617931.html?zkPrintable=true)
  813. “Effective Communication and Protecting Privacy: HIPAA Releases ” What You Need to Know,” Families of Loved Ones, Summer 2009.
  814. “Helping Those Living with Chronic Illness,” New Jersey Lawyer, June 2009, p. 69.
  815. “Stretch That Gift” High Net Worth June 2009. p. 2.
  816. “Marketing in a Downturn ” Are Newsletters the Answer?” Steve Leimberg”s Estate Planning Newsletter, June 24, 2009.
  817. “Tax Checklist: LLC Planning,” CPA Magazine, June/July 2009, p. 44.
  818. “High Net Worth: A Special Plan,” Financial Planning, July 2009, p. 43.
  819. “Introduction to Special Needs Planning,” co-author Regina M. Spielberg, Wealth Strategies Journal, July 22, 2009 (available at: www.wealthstrategiesjournal.com/articles/2009/07/introduction-to-special-needs.html).
  820. “High Net Worth: Keep Giving,” Financial Planning, August 2009, p. 35.
  821. “Tax Checklist: Succession Planning for the Closely Held Business,” CPA Magazine, August/September 2009, p. 20.
  822. “National Multiple Sclerosis Society,” Wealth Management Quarterly, Fall 2009, Vol. 9, Issue 3. p. 4.
  823. “Financial Planning for those Living with MS,” Media Planet: Multiple Sclerosis: Your Guide to Research, Treatment, and Living Well, September 2009, p. 5.
  824. “High Net Worth: Trust Poker,” Financial Planning, September 2009, p. 47.
  825. “Succession To-Do List,” Financial Planning, October 1, 2009.
  826. “CPAs, Charitable Planning, Good Deeds, and Marketing,” CPA2Biz, October 5, 2009 (available at: www.cpa2biz.com/Content/media/PRODUCER_CONTENT/Newsletters/Articles_2009/CPA/Oct/Deeds.jsp#).
  827. “What Every CPA Must Know.” Wealth Management Insider October 22, 2009
  828. “Tax Checklist: Grantor Trusts,” CPA Magazine, November 2009, p. 20.
  829. “Are Clients Aware?” Financial Planning, November 1, 2009 (available at: www.financial-planning.com/fp_issues/2009_11/are-clients-aware-2664392-1.html?zkPrintable=true).
  830. “Use of Guarantees and Seed Money in Family Note Sale Transactions” CCH: Financial and Estate Planning. November 18, 2009. p. 82
  831. “Flip Your FLP?” Financial Planning, December 2009, p. 49.
  832. “Review 1040 for Planning Follow-Up,” CPA Magazine, Tax Season 2010, p. 4.
  833. “Martin Shenkman”s Thoughts on 2010 Estate Tax Repeal ” Is it Real? What”s the Deal?” Steve Leimberg”s Estate Planning Newsletter, January 12, 2010.
  834. “High Net Worth: Let the Tax Games Begin,” Financial Planning, February 2010, p. 47.
  835. “Practical Planner: Grantor Trusts ” All that Glitters is Not Gold,” Wealth Strategies Journal, February 26, 2010.
  836. “Understanding Split-Dollar Life Insurance,” co-author Richard Harris Journal of Practical Estate Planning, February-March 2010, p. 27.
  837. “Trusts and Divorce: New Techniques, New Issues: Part Two of Two-Part Article,” co-author Richard A. Oshins, Matrimonial Strategist Newsletter, March 2010.
  838. “Eight Facts about New Vehicle Sales and Excise Tax Deduction,” RV Life and Travel, March 2010 (available at: www.rv-life-and-travel.com/vehicle-tax-deduction.html).
  839. “Now You See It”” Financial Planning, March 1, 2010 (available at: www.financial-planning.com).
  840. “Psychological and Emotional Impact of Chronic Illness on Estate Planning: Case Study Comparing and Contrasting Multiple Sclerosis and Parkinson”s Disease,” co-authors Rosalind Kalb, PhD, Nicholas LaRocca, PhD, Alessandro Di Rocco, MD, Mary Hughes, MD, American Bar Association E-Report, April 26, 2010 (available at: www.abanet.org/rpte/publications/ereport2010/2/TE_Psyc.pdf).
  841. “To Consider Expansion of Medicare Tax to Passive Income,” Private Asset Management, April 26, 2010 (available at: www.iiwealthmanagement.com).
  842. “Taxing Issues: Considering Expansion of Medicare Tax to Passive Income,” Private Asset Management, May 2010 (available at: www.iiwealth.management.com).
  843. “Understanding Split-Dollar Life Insurance,” co-authors Lawrence Brody, Richard Harris, Journal of Practical Estate Planning, April-May 2010, p. 27.
  844. “Charitable Giving and Chronic Illness,” May 11, 2010.
  845. “Recent Tax Acts, Legislation, Cases and Planning Developments Affect Tax, Estate, and Financial Planning But Clients Still Say “Nothing Has Changed,”” May 24, 2010.
  846. “Charitable Planning: When the Donor or Loved One Has a Chronic Illness,” May 28, 2010.
  847. “High Net Worth: Nothing Has Changed,” Financial Planning, June 2010, p. 51.
  848. “The Best Tax Acronym to Know Now: “BDIT,”” Private Asset Management, June 25, 2010. (available at: www.iiwealthmanagement.com).
  849. “Split-Dollar Life Insurance: Abuses Leading up to the 2003 Regulations and the New Paradigm,” Journal of Practical Estate Planning, June-July 2010, page 33.
  850. “Matrimonial Issues and Estate Tax Repeal,” The Matrimonial Strategist, July 2010.
  851. “Giving Even When it Hurts,” On Wall Street, July 1, 2010 (available at: www.onwallstreet.com/ows_issues/2010_7/giving-even-when-it-hurts-2667382-1.html).
  852. “Oblique Lens,” Financial Planning, July 1, 2010 (available at: www.financial-planning.com/fp_issues/2010_7/oblique-lens-2667448-1.html?zkPrintable-1&nopagination=1).
  853. “Not Fade Away,” Financial Planning Magazine, August 2010.
  854. “Estate Planning Under the Current Split-Dollar Life Insurance Regime,” Journal of Practical Estate Planning, August-September 2010, Page 83.
  855. “Chronic Illness: Practical Planning and Drafting, Part 1” Martin M. Shenkman and Joshua S. Rubenstein, Probate and Property September 22, 2010.
  856. “Estate Issues,” Financial Planning October 2010
  857. “Some Silver Clouds are Aluminum”, Blue Beret, October 2010.
  858. “Valuation and Buy Sell Agreements,” Martin M. Shenkman PC October, 2010.
  859. “Considerations when Selling your Practice” Tax Checklist, October 2010.
  860. Role of Guarantees and Seed Gifts in Family Installment Sales,” Martin M. Shenkman PC Estate Planning November, 2010.
  861. “The Planning Powerhouse” Financial Planning, November 1, 2010.
  862. “Tell Them Now,” Financial Planning Magazine, December 1, 2010.
  863. “Probate Planning Steps to Take Now,” Tax Checklist, Date Unknown.
  864. “Obama”s Tax Proposal: What it Means to Estate Tax Practitioners- and to the U.S. Citizen,” Steve Leimberg”s Estate Planning Email Newsletter, Dec. 7, 2010.
  865. “Estate Planning Newsletter #1728” Steve Leimberg”s Estate Planning Newsletter, December 13, 2010.
  866. “Special Supplement on the 2010 Tax Act,” CPA Client Bulletin, Date Unknown.
  867. “Client and Advisor Letters,” Steve Leimberg”s Estate Planning Newsletter, December 23, 2010.
  868. “Chronic Illness: Practical Planning and Drafting, Part 1.” Probate & Property January/February 2011. Co-Author ” Joshua S. Rubentein.
  869. “7 Tax Survival Tips: Calculating the tax benefits and burdens of the RV lifestyle.” Highways February 2011.
  870. “2010 Tax Act Reverberations,” New Jersey Law Journal, February 21, 2011.
  871. “Back From the Future,” Financial Planning Magazine, March, 2011.
  872. “Religious Estate Planning” Wealth Strategies Journal March 17, 2011.
  873. “Chronic Illness: Practical Planning and Drafting, Part 2” Martin M. Shenkman and Joshua S. Rubenstein Probate and Property March/April 2011.
  874. “Estate Tax Repeal and Surprising Matrimonial Implications,” Matrimonial Strategist, April 2011.
  875. “The Season of Giving,” Financial Planning Magazine, April 1, 2011.
  876. “Changes to Form 709 for 2010 Gift Tax Returns,” CPA Magazine, April/May 2011.
  877. “Caring for Your Client,” Financial Planning Magazine, May 1, 2011.
  878. “Wait, Don”t Throw Momma From the Train (Yet),” AICPA Magazine, May 19, 2011.
  879. “You”ve got a Friend ” What Every Lawyer Should Know About Clients with Disabilities.” Baylor University ” Probate & Property May 24 2011. Notification of Approval for Publication.
  880. “2010 Gift Tax Returns: You”ve Extended, Now What?,” AICPA Planner, May/June 2011.
  881. “Filed Away” Financial Planning Magazine, June 1, 2011.
  882. “After Death Do We Plan,” Financial Planning Magazine, July, 2011.
  883. “You”ve got a friend: What Every Lawyer Should Know About Clients with Disabilities,”
  884. obate and Property, August 2011.
  885. “Conversation Starter,” Financial Planning Magazine, August 1, 2011.
  886. “Deficit Reduction and the Budget Control Act of 2011 May Lead to Dramatic Tax Changes,” Steve Leimberg”s Estate Planning Newsletter, August 4, 2011.
  887. “Post Tax Death Elections For All Clients,” CPA Magazine, August/September 2011.
  888. “Live Chat: Your Estate-Planning Questions Answered,” The Wall Street Journal, September 15, 2011.
  889. “Sample Client Letter: Estate Planning Awareness Week,” AICPA Magazine, September ” October 2011.
  890. “Financial Planning For Those Living with MS,” Mediaplanet, in Wall Street Journal, Date Unknown.
  891. “Star Power,” Financial Planning Magazine, October 2011.
  892. “Estate Planning Action Steps,” Journal of Accountancy, October 2011.
  893. “Stairway to Estate Planning Heaven,” Wealth Strategies Journal, November 2011.
  894. “Five Legal Documents Every RVer Should Have,” Escapees Sharing the RV Lifestyle, November/December 2011.
  895. “What Every Lawyer Should Know about Clients with Disabilities,” Probate and Property, November/December 2011.
  896. “Estate Planning Ideas for Clients with Pulmonary Disease,” Estate Planning Magazine, December 2011.
  897. “Estate Planning for Clients with Chronic Illnesses,” New Jersey Law Journal, December 19, 2011.
  898. “Financial and Estate Planning: Practitioner”s Strategies, Practical Guidance on 2010 Carryover Basis,” Wolters Kluwer, Dec. 21, 2011.
  899. “Marty Shenkman”s Meeting Notes from Heckerling”, Steve Leimberg”s Estate Planning Newsletter, January 9, 2012.
  900. “Checklist: FLP and LLC Planning,” CPA Magazine, Co-Authored with Joshua Fluegel, January-March 2012.
  901. “Physician Practice and Succession Planning and its Impact on Physician Estate Planning.” Co-Author ” Cheryl L. Keiser February 2012
  902. “The Role of a Care Manager,” Trusts & Estates, February 2012.
  903. “Recent NJ Case Upholds Protection of Trusts Part 1” Co-Authors: Ira S. Herman, Judson M. Stein, Martin D. Hauptman and Carl J. Soranno. February 2012.
  904. “Trust, But Verify,” Financial Planning Magazine, February 1, 2012.
  905. “Nuggets From Heckerling: Part 1” February 22, 2012.
  906. “Recent NJ Case Upholds Protection of Trusts Part 2” Co-Authors: Same as Part 1. Vol. 30. No. 3. The Matrimonial Strategist. March 2012
  907. “Pro Athlete Clients: Spring Training for Estate Planners.” Co-Author: Eido M. Walny. Vol. 39. No. 3. March 2012
  908. “Planning for Lawyers: It can be challenging-but enjoyable-advising those who are used to giving advice themselves.” Financial Planning March 1, 2012.
  909. “Beware of the Reciprocal Trust Doctrine: If not set up properly, a popular strategy could backfire.” Co-Author: Bruce Stenner. April 2012. pp. 14-18
  910. “Nuggets from Heckerling Part III” Wealth Watch April 18, 2012.
  911. “Gift Tax Returns Checklist,” CPA Magazine, Co-Authored with Joshua Fluegel, April- May 2012.
  912. “Natural Disaster ” Planning to Safe Guard Key Data Holds Lessons for Those With MS. Summer 2012. pp 55, 56.
  913. “What Every Lawyer Should Know About Clients With Disabilities. Co-Authors: Orlando Lucero, and Richard W. Nenno. The Voice of Experience Summer 2012.
  914. “Physician Wealth Planning: Modernizing the Advisor”s Tool Box.” Co-Author ” Richard A. Oshins. Vol. 39. No. 6 June 2012.
  915. “Estate Tax Minefield” High Net Worth p. 55 . June 2012
  916. “Important Legal Steps if you have a Chronic Disability” Bottom Line Personal June 1, 2012.
  917. “Traveling with MS- A Surprising Turn,” National MS Society Blog, June 6, 2012.
  918. “Form 1065 Partnership Tax Checklist,” CPA Magazine, Co-Authored with Joshua Fluegel, June- July 2012.
  919. “The Future is Now.” Neurology Now June/July 2012.
  920. “The Human Factor: If difficult issues within a family are not confronted, even a well-crafted financial plan will fall short.” High Net Worth p. 35 July 2012.
  921. “Checklist: Buy-Sell Agreements” Co-Authors: Sydney S. Traum, David B. Torchinsky, Leonard Weiner. July 17, 2012.
  922. “Individual Tax and Business Planning Articles, Valuation Discounts: What is the Impact of Mandatory Tax Distribution Clauses, Crummey-Type Powers and Other Factors.” July 25 2012.
  923. “Highly Versatile Tools: To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.” Financial Planning August 2012.
  924. “Split Dollar Legacy Trust: An insurance strategy that can achieve multiple planning goals in 2012.” Estate Planning and Taxation Co-Authors: Richard L. Harris, Lawrence Brody. August 2012.
  925. “Cross-Examination: Road Tripping to Provide Guidance About Chronic Conditions.” New Jersey Law Journal August 17, 2012.
  926. “Living Wills and Health Proxies: Steps to take for people living with a neurologic disease and their caregivers.” Neurology Now August ” September 2012.
  927. “A To-Do List Before 2013.” High Net Worth September 2012.
  928. LLC Checklist. October 2012.
  929. “Closely Held Business Planning in 2012.” Steve Leimberg”s Business Entities Newsletter. October 31, 2012.
  930. “Preventing Client Abuse: As the case against Brooke Astor”s son illustrated, even clients with reputable advisors, can be vulnerable to predators.” High Net Worth November 2012.
  931. “World”s Ugliest 2012 Gift Plan” Wealth Strategies Journal November 6, 2012.
  932. “How Much Can You Gift.” Wealth Strategies Journal November 8, 2012.
  933. “The Election is Over- Now What?” Steve Leimberg”s Estate Planning Email Newsletter, Co-Authored with Bob Keebler, November 12, 2012.
  934. “Estate-Planning Nirvana?” Financial Planning Magazine No Date.
  935. “Self-Settled Trust Planning in the Aftermath of the Rush University Case,” Steve Leimberg”s Asset Protection Planning Newsletter, Co-Authored with Gideon Rothschild, December 6, 2012.
  936. “Gift to a Trust from an Account with your Spouse.” December 29, 2012.
  937. “Tax Deal a Game Changer for Estate Planning.” Financial Planning January 7 2013
  938. “Elder Law Fundamentals: The Times, They Are A-Changin.” Trusts & Estates Magazine January 14, 2013.
  939. “The New Normal for Smaller Estates: How tax planning is changing for these types of clients.” Trusts & Estates January 18, 2013
  940. “The Beatles, and Estate Planning: Musings on the Heckerling Conference.” Trusts & Estates January 18, 2013.
  941. “Heckerling”It”s a Wrap: The most least expected nuggets may be the most valuable.” January 24, 2013.
  942. “Do Good, and Have Fun Doin” It.” Blue Beret February 2013
  943. “Estate Planning Game Changer: This year”s tax deal could radically shift the way your clients handle tax and estate issues. Here are some of the strategies to consider.” Financial Planning February 2013.
  944. “2012 Gift and Trust Follow-Up” Steve Leimberg”s Estate Planning Email Newsletter. February 14, 2013.
  945. “Individual Tax and Business Planning Articles, Financial Abuse: It”s Not Only About the Elderly. February 21, 2013.\
  946. “Revocable Living Trusts: How to structure a living trust for someone with a neurological condition.” February ” March 2013. Living Well. Neurology Now p. 32.
  947. “Getting the Most out of Partial Disability Benefits,” MS Focus, Spring 2013.
  948. “New Trust Approach.” High Net Worth p. 33. Financial Planning March 2013.
  949. Individual Tax and Business Planning Articles, Validity and Valuation of Loans in a Family Context. March 27, 2013.
  950. “Working and Lecturing on the Road.” Trust Estate & Law April 2013.
  951. “A New Tax Environment.” Trusts & Estates Co-Author: Richard L. Harris. April 2013.pp.45-50.
  952. “Trust but Verify.” High Net Worth pp.43-45 April 2013.
  953. “CPA”s Role in Estate Planning Post-ATRA.” CPA Magazine April 16, 2013.
  954. “Life Insurance Planning Post-ATRA.”CPA Magazine June 11, 2013.
  955. “Investment Planning Articles, Wealth Management Answer to Search for Basis.” July 17, 2013.
  956. “Transfer Tax and Post-Mortem Planning Articles, Practical Estate Planning. July 31, 2013.
  957. “Estate Planning in Decoupled States Post-ATRA. Estate Planning & Taxation August 2013.
  958. “Individual Tax and Business Planning Articles, Forms K-1 for LLC and FLP Gifts: Traps for the Unwary.” CPA Magazine August 21, 2013.
  959. “Build your Safety Net-Now: Don”t wait to protect yourself against legal, financial and insurance-related uncertainties.” Neurology Now – Living Well August ” September 2013.
  960. “Tax Checklist: Life Insurance Planning Post-ATRA.” CPA Magazine pp.10 ” 13. August ” September 2013.
  961. “2013 Gift Tax Return Tips and Traps.” Financial Planning September 9, 2013.
  962. “A Little of This, A Little of That.” Practical Planner Vol. 8 Issue 5. September ” October 2013.
  963. “Income Tax Tips and Estate Planning” CPA Magazine October 2013.
  964. “Estate Planning Techniques for Moderate Estates Post-ATRA. October 17, 2013.
  965. “Estate Planning After ATRA.” Estate Planning Review ” The Journal October 17, 2013.
  966. “Practical Perspectives on Transitioning to the Future of Estate Planning: Paperless versus Paper-Lite for Estate Planners.” Why ATRA is Changing the Future of Practice, Not Just Planning. Co-Author: Ann Gorr. No Date.
  967. “Brave New Ideas. Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.” High Net Worth December 2013.
  968. “Big Ideas in Estate Planning Now.” Financial Planning December 1, 2013.
  969. “21 Tips for S Corporations with Trusts and Estate Shareholders.” Tax Checklist ” CPA Magazine Tax Season 2013.
  970. “New Take on Trust Strategy.” Practice Management 2013.
  971. “Estate Planning in a Decoupled State Post-ATRA for Married Clients Under the Federal Exclusion Amount.” Co-Authors: Richard H. Greenberg, Glenn A. Henkel and Bruce D. Steiner. Wolters Kluwer CCH. January 2014.
  972. “New Ideas for Charitable Remainder Trusts.” Financial Planning January 1, 2014.
  973. “Heckerling 2014 Nuggets”, Steve Leimberg”s Estate Planning Email Newsletter, Message 2188, January 24, 2014.
  974. “Does Estate Planning Still Matter?” Financial Planning January 29, 2014
  975. “Divorce ” Tax Considerations,” Bergen Barrister, Date Unknown.
  976. “Buy vs. Rent: An Analytical perspective,” Manhattan Real Estate Exchange pgs. 4,5,6, Date Unknown.
  977. “The Most Important Steps in Personal Planning: The Durable Power of Attorney,” Sonny Bloch”s Action Line, Vol. 8, No. 9, p. 8. Date Unknown.
  978. “Protecting Limited Liability of Closely Held Corporations,” The Practical Planner, Vol. 1, No. 1, p. 1. Date Unknown.
  979. “Follow Through Is Important for More Than Just Your Golf Swing,” co-author Richard S. Feld, The Practical Planner, Vol. 1, No. 2, p. 3. Date Unknown.
  980. “Liability on Pre-Divorce Joint Tax Returns,” co-author Irwin D. Marks, CPA, The Practical Planner, Vol. 1, No. 2, p. 7. Date Unknown.
  981. “Buy-Sell Agreements- How To Do It Right,” co-author Jon Mach, CPA, The Practical Planner, Vol. 1, No. 3, p. 3. Date Unknown.
  982. “President Clinton Signs New Tax Bill,” co-author Richard S. Feld, The Practical Planner, Vol. 1, No. 3, p. 4. Date Unknown.
  983. IRS Gives in on Valuation Issue of Closely-Held Stock,” co-author Richard S. Feld, The Practical Planner, Vol. 1, No. 3, p. 4. Date Unknown.
  984. “Qualifying for the Annual $10,000.00 Gift Exclusion,” co-author Richard S. Feld, The Practical Planner, Vol. 1, No. 3, p. 4. Date Unknown.
  985. “Changes in New Taxes,” co-author Richard S. Feld, The Practical Planner, Vol. 1, No. 3, p. 7. Date Unknown.
  986. “Minority Shareholders-Majority Headaches,” The Practical Planner, Vol. 1, No. 3, pp. 4, 5. Date Unknown.
  987. “Tis a Puzzlement- Tax Concerns on Dividing the Marital Home,” co-author Irwin D. Marks, The Practical Planner, Vol. 1, No. 3, p. 7. Date Unknown.
  988. “The Planning Powerhouse”, Financial Planning available in www.financial-planning.com/fp issues/40_11/the planning-powerouse-2669406-1.html?zkPrintable=true Date Unknown.
  989. “The Planning Powerhouse”, Financial Planning available in www.financial-planning.com/fp issues/40_11/the planning-powerouse-2669406-1.html?zkPrintable=true Date Unknown.