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  • Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

    March 7, 2019

    Speakers: Technology expert Ben Schorr, the author of Microsoft Office 365 for Lawyers, Ba....
    View Webinar »
  • Heckerling 2019 Review

    February 15, 2019

    Speakers: Martin M. Shenkman, Esq. and Jonathan G. Blattmachr, Esq. Sponsor: Interactiv....
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  • Using Tech to Improve an Estate Planning Practice

    January 29, 2019

    Speakers: Martin M. Shenkman, Esq., Betsy Ehrenberg, Mary E. Vandenack, Esq., Vanessa Kan....
    View Webinar »
  • INGs: Extraordinary Planning Tool to Reduce Income Tax Even for Those in Income Tax Free States

    November 15, 2018

    Speakers:  William Lipkind, Esq., Martin Shenkman, Esq. and Jonathan Blattmachr, Esq. ....
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  • House Planning Post-TCJA

    October 11, 2018

    Speakers: Martin M. Shenkman, Esq. Sponsor: American Academy of Attorney-CPAs Course....
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  • Estate Planning and Charitable Giving Strategies

    September 6, 2018

    Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. Sponsor: Peak Trust....
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  • Hot Topics for a Hot Summer- John Hopkins All Children’s Foundation Presentation

    August 29, 2018

    Sponsor: John Hopkins All Children's Foundation. Speakers: Jonathan Blattmachr and Mart....
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  • Life Insurance Planning: Cahill, Tax Cuts and Jobs Act, and More

    August 10, 2018

    Speakers: Lee Slavutin, Richard Harris and Martin Shenkman Course Description: Life ins....
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  • 199A Proposed Regulations: A First Look

    August 10, 2018

    Speakers: Jonathan G. Blattmachr, Esq., Alan S. Gassman, Esq. and Martin M. Shenkman, Esq.....
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  • Estate Planning Retainer Agreements and Engagement Letters

    July 12, 2018

    Course Description: Retainer agreements (engagement letters) are critical to establish and....
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