Shenkman Law
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Serving an Aging Clientele – Medicaid and Other Planning
March 13, 2023
This 75-minute practical webinar will cover topics critical to practitioners serving our a....
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Moved to FL, Home in FL, or Snowbird: Planning You Should Know
March 1, 2023
If you have moved, or are considering moving to Florida, have or are buying a second home ....
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Fiduciary Accounting: What You Need to Know
February 22, 2023
Acting as a fiduciary (trustee, executor, etc.) isn’t easy. A fiduciary owes many duties....
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I have a grantor trust and am tired of paying the income tax on trust income. What can I do?
February 20, 2023
Course Description: Every practitioner in every discipline has heard this complaint abo....
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Heckerling Themes and Takeaways: Reviewing the Most Important Topics Discussed at the 2023 Institute
February 5, 2023
Speakers: Jonathan Blattmachr, Esq., Abigail O’Connor, Esq., Martin M. Shenkman, Esq. ....
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Improving Existing Irrevocable Trusts: Decanting, Reforming and Other Practical Planning Implications
January 31, 2023
Course Description: This webinar will discuss why all advisers should think about decan....
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Year End Estate Planning
December 23, 2022
Course Description: Year-end tax planning 2022 is different from prior years. Practitione....
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Year-End Estate and Tax Planning 2022
December 12, 2022
2022 is quickly coming to a close and there are still valuable tax and estate planning opp....
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Estate Tax Planning after the 2022 Elections
December 8, 2022
Jonathan Blattmachr, Martin Shenkman and Vary Vandenack discuss SLATs, using exemption, an....
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SLATs and Other Techniques for Estate Planning Now
November 29, 2022
Spousal lifetime access trusts (“SLATs”) are a popular technique that we see much more....
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3 Life Insurance Planning Ideas: Levine Split-Dollar, Clawback, & SLATs to Help Estate Planners and Insurance Consultants
November 14, 2022
This presentation will discuss three possible approaches that estate planning professional....
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Practical Estate Planning Tips Financial Advisers and Other Professionals Can Identify- How AI can help CPAs, financial advisers and even attorneys, read and illustrate estate planning documents
November 14, 2022
Find out how YOU can identify common and potentially valuable estate planning opportunitie....
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Current SLAT Planning Ideas to Better Serve Clients Secure Exemption and More
September 22, 2022
Asset protection planning remains vital for many if not most clients. For the past few yea....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non-Grantor Trusts
September 16, 2022
Trusts are subject to compressed tax rates reaching the maximum income tax brackets at onl....
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Cybersecurity Measures You MUST Take Now: Practical and Actionable Guidance
September 14, 2022
Are you and your practice properly and sufficiently protected from the growing epidemic of....
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New Proposed Regulations: Anti Clawback Rule Exception
May 19, 2022
On April 27, 2022, the IRS released proposed regulations that follow up on the initial “....
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Heckerling Review 2022 Handout
May 15, 2022
The 56th Annual Heckerling Institute on Estate Planning is the country’s largest and le....
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Flex Your Beneficiaries: Reducing the Income Tax Burden on Non Grantor Trusts
May 15, 2022
Many trusts are “grantor trusts” for income tax purposes during the trust creator’s ....
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Representing Spouses in Blended or Stepfamilies: Planning and Ethical Landmines
May 11, 2022
Estate planning for clients who have blended or stepfamilies often presents significant an....
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Human Aspects of Estate Planning
April 14, 2022
What should clients and practitioners do to be certain that vital personal goals and objec....
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Split-Dollar Life Insurance Planning After the Levine Case
April 5, 2022
A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what som....
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Administration of Irrevocable Trusts: Practical Tips for Practitioners
March 10, 2022
How can practitioners (CPAs, wealth advisers, attorneys, insurance consultants) assist cli....
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Understanding Life Insurance: And No, It Is Not Boring: Practical Discussion of Insurance Fundamentals and Practical Planning
February 24, 2022
Life Insurance is a ubiquitous asset that has unique features and is uniquely (and favorab....
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GRAT and Valuation Planning After CCA 202152018: What Practitioners Need to Know
January 30, 2022
CCA 202152018, released on December 30, 2021 has critical impact on grantor retained annui....
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Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right
December 1, 2021
A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127....
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Legislative Proposals and Year End Tax Planning for 2021
November 16, 2021
Podcast discussion of estate and related planning in Mid-November 2021. Host: Mary Van....
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Deeper Dive- House Estate Tax Proposal Requires Immediate Action
September 30, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package, ....
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2021 Tax Reform- House Ways & Means Committee Draft Legislation
September 24, 2021
The House Democrats are proposing a $3.5 trillion spending plan. To support that package t....
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Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute
August 31, 2021
This will be a fast-paced review of a wide range of practical planning ideas including: Fr....
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Single Clients: Planning Considerations
July 28, 2021
Too often planning articles and conferences use a “Cleaver family” as the touchstone f....
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Addictions and Impaired Clients: Estate and Related Planning Considerations
July 15, 2021
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol....
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NAPFA Genesis Webinar 12 Steps to Creating an Estate Plan for Your Younger Clients (and Yourself)
June 24, 2021
This program is designed for financial planning practitioners and will address how adviser....
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Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners
April 29, 2021
Using a separate/special revocable trust to preserve the separate property characterizatio....
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The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be Rocked!
April 27, 2021
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause ....
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Estate Planning Nuggets: Creative Planning Strategies for the Rest of the Year
April 22, 2021
How to administer and "shore up" 2020 planning Tips for 2021 gift tax returns Cr....
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Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to Do Now In Depth Look
April 6, 2021
Democratic Estate Tax Proposals could dramatically alter estate and related planning. Clie....
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Tangible Personal Property: Planning, Drafting, Tax, and Practical Considerations
April 1, 2021
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, veh....
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2021 Income and Estate Tax Planning Steps to Recommend to Clients – In Depth
February 25, 2021
We’ve now had some time to reflect on the results of the GA runoff election and see the ....
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GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for this and Future Years
January 12, 2021
The tax world is likely to change (yet again!) and if so, that will have far-reaching econ....
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Post-Election Estate Planning What to Do For Clients In November and December of 2020
November 23, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former V....
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Spousal Lifetime Access Trusts (“SLATs”): A Key Planning Tool Post-Election
November 10, 2020
Spousal lifetime access trusts (“SLATs”) may be the most common planning technique for....
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GRATs – How To Use and Structure GRATs in Late 2020
October 26, 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in a....
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8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working
October 1, 2020
Practitioners have had to reimagine their firms with remote work environments, and soon a ....
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CRTs: Planning Options for Clients with Existing CRTs
September 22, 2020
Course Description: Charitable Remainder Trust (“CRT”) administration and planning. At....
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Life Insurance – Practical Planning Ideas for Late 2020
September 18, 2020
This webinar will discuss practical life insurance planning ideas for the last part of 202....
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Note Sale/QTIP Creative Planning Opportunities for 2020 For Clients Hesitant to Plan
September 14, 2020
Wealthy individuals who wait to take planning action to eliminate estate taxes may lose th....
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Estate Planning Steps to Take Now: Main EPC and American Cancer Society
August 14, 2020
The time is right for aggressive estate planning because if there is a shift in power in W....
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Charitable Remainder Trusts (CRTs): The Basics and Beyond
July 29, 2020
Course Description: Charitable Remainder Trusts (“CRTs”) have become a common planning....
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Valuations and Estate Planning: Impact of Covid
July 1, 2020
What are the valuation implications of the current economic environment brought about by t....
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Key Estate Panning Technique for Married Clients in 2020: Spousal Lifetime Access Trusts
June 29, 2020
Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning bene....
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PANEL Valuations and Estate Planning: Impact of Covid
June 25, 2020
What are the valuation implications of the current economic environment brought about by t....
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Estate Planning Before the 2020 Election
June 18, 2020
Planning before the 2020 election is critical. What should advisers be telling clients to ....
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SECURE Act and CRTs, BDITs and QSSTs: Good Opportunities for Some Clients
June 9, 2020
Course Description: The Secure Act changed how many clients should plan for and name ....
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SLATs – How To Plan and Draft One of the Most Useful Documents for Married Clients
June 3, 2020
Course Description: Spousal lifetime access trusts (“SLATs”) planning can provide trem....
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Tech and Remote Work: More Practical and Actionable Tips You Can Take Now!
May 15, 2020
Course Description: Working remotely has challenges and as we have all spent more than a m....
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Core Estate Planning Documents During COVID
April 28, 2020
Every practitioner is familiar with the common or “core” estate planning documents: po....
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Tech, Remote Work and More: What Estate Planners Need to Know Now
April 27, 2020
How to work remotely – lots of practical tips from estate planners (with different views....
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Achieving Peak Performance in a Challenging COVID World: Finding Balance in an Unbalanced World
April 20, 2020
Gain insight from a leading authority on mindfulness, and the role it plays in achieving p....
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Webinar: Best Vehicles for Estate Tax Planning Now – and Best Ways to Draft Them
April 15, 2020
Course Description: Many have correctly pointed out that the current extremely low intere....
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Webinar: Paycheck Protection Program of the Cares Act: Updated for Latest Pronouncements
April 14, 2020
The Paycheck Protection Program and loan forgiveness are intended to provide economic reli....
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How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus
March 19, 2020
This webinar will explore steps you might consider for your practice and clients in light ....
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LGBTQ Planning: What Skills Do Planners Need to Properly Serve the Modern Family?
March 13, 2020
The structure and composition of the modern family has evolved and continues to evolve. In....
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Estate Planning: Why Every Estate Planner Needs to Urge All Clients to Use Their Wealth Transfer Exemptions Now
February 28, 2020
Jonathan Blattmachr and Martin Shenkman will share the most efficient ways to use high gif....
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Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2
February 21, 2020
Part 2 will complete the discussions in Part 1. Doctors and their practices are common....
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Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2
February 14, 2020
Doctors and their practices are common targets for terrible and aggressive lawsuits which ....
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Estate Planning for Jewish Clients
February 10, 2020
Planning a Jewish client’s estate involves more than just the transfer of wealth. To dra....
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Heckerling 2020 Roundup
January 24, 2020
Heckerling Institute on Estate Planning is the country’s largest and leading conference ....
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Life Insurance Planning Opportunities in Early 2020
January 23, 2020
How do the new fiduciary rules impact your life insurance recommendations (and discussions....
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Planning for Business Exits from C Corporations; Intra-family Business Transactions; Other Developments
December 18, 2019
Lower C corporation income tax rates have increased attention to the Code Sec. 1202 exclus....
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Family Meetings and Legacy Planning
December 3, 2019
Family Meetings: They are not what you might think they are! For a family to get started, ....
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Estate Planning for Scientologists
November 12, 2019
This webinar will explain how estate planners might modify planning and documents for a cl....
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Trusts: 2019-2020 Planning Roadmap Part 2
October 29, 2019
In this world of constant uncertainty, only one thing is clear, planners need a roadmap in....
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Estate Planning for the Muslim Client
October 23, 2019
This webinar will provide a practical survey of the many areas of estate and related plann....
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Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging, Longevity – Part 1
October 11, 2019
Course Description: While no one can predict the 2020 election, there is a possibility of....
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Catholic Estate Planning
July 25, 2019
Course Description: Each component of a client’s estate and financial plan can embody t....
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Kaestner Case and State Income Taxation of Trusts
July 1, 2019
Course Description:You are invited to listen to a complimentary in-depth discussion of a c....
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Christian Estate Planning
June 19, 2019
Sponsors: Interactive Legal and Peak Trust Company. Speakers: Pastor Chris Edmonson, J....
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Current Developments Jan-Apr 2019, New Ideas and More
June 19, 2019
Sponsors: Boys Town, Peak Trust Company and Interactive Legal. Boys Town's motto is "Cha....
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Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax
May 24, 2019
Sponsors: Peak Trust Company, Interactive Legal and The Financial Awareness Foundation. Th....
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Religion and Estate Planning
May 24, 2019
Sponsor: Interactive Legal and Peak Trust Company Course Description: Planning a client....
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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....
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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....
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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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Estate Planning Opportunities under the Tax Cuts and Jobs Act
March 27, 2018
Course Description: Estate planning after the Tax Cut and Jobs Act of 2017 has been transf....
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Self-Settled Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision
March 27, 2018
Course Description: The Supreme Court of Alaska just held that Alaska could not require t....
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Estate Planning and Charitable Giving after TCJA
March 15, 2018
Course Description: Charitable giving will be hit hard by the new tax law. Estimates are ....
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Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas Part 2
January 8, 2018
Course Description: This is the second webinar discussing the Tax Cuts and Jobs Act, which....
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Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas
December 28, 2017
Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and ....
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Trust Owned Life Insurance (TOLI)
November 17, 2017
Course Description: Life insurance policies, especially those owned by trusts (TOLI) are f....
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Financial and Estate Planning for the Parkinson’s Community
September 21, 2017
Course Description: This is a practical consumer level webinar co-hosted with the Michael ....
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Post-Divorce Planning: Practical Steps for Practitioners
September 21, 2017
Course Description: Following the conclusion of a divorce, even in the best of circumstanc....
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Recent Developments with Practical Estate Planning Implications to Advisers
August 25, 2017
Course Description: The estate planning world is focused on the uncertainty of repeal (or ....
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Spousal Lifetime Access Trusts (SLATs) – Key Planning Tool
August 2, 2017
Course Description: SLAT planning can provide tremendous planning benefits for many marrie....
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Estate Planning Basics for Consumers (Not Subject to Estate Tax)
July 18, 2017
This is a CONSUMER level course on basic estate planning. This course will help define wha....
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Technology, Ethics and Estate Planning Practice Management
June 21, 2017
Jonathan Blattmachr and Peter Fidler will co-present this discussion of how estate planner....
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Trusts: Planning and Drafting for Divorce
June 15, 2017
Trusts are one of the most powerful tools for planning to minimize the risk to assets in a....
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When a Client Loses a Spouse/Partner
May 11, 2017
Karen Altfest, Dr. Stanley Teitelbaum, and Martin Shenkman will present a practical, non-t....
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Pre and Post-Nuptial Clauses to Address Trust Issues
March 6, 2017
Pre-nuptial and post-nuptial agreements (“agreements”) are ubiquitous in matrimonial p....
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Asset Protection Planning Continuum Basics for Estate Planning Professionals
February 21, 2017
Asset protection planning is appropriate for every client, not only the wealthy surgeon or....
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Collaboration of the Estate and Financial Planning Team
February 7, 2017
Collaboration between the members of the estate and financial planning team will provide b....
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Estate Tax Repeal Is Not a Temporary or Permanent Certainty – How to Plan Now
December 12, 2016
President-elect Trump has proposed repealing the estate and gift tax. The Republicans cont....
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Trump May Repeal Estate Tax: How to Plan (or Not) 2016
November 10, 2016
President Trump has proposed a repeal of the estate tax, and the possible enactment of a c....
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2704 Regs: GRAT Planning before the End of 2016-Practical Considerations
September 1, 2016
In late 2016 proposed regulations might have greatly reduced valuation discounts, one of t....
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Estate Tax Proposals: Clinton vs Trump 2016
July 19, 2016
In 2016 before the election each of the candidates proposed very different approaches to t....
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Estate and Financial Planning for Clients Living with Chronic Illness
March 26, 2015
Planning for someone diagnosed with chronic disease (Parkinson’s disease, multiple scler....
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Heckerling 2015 Nuggets: Grantor Trusts, the quest for Basis, and More
March 26, 2015
This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
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New Estate Planning Opportunities for Estate Practitioners
March 26, 2015
This program explores a range of estate planning opportunities for estate practitioners.....
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Post-Mortem Planning-Post ATRA
July 23, 2013
Post-Mortem planning is the planning that is addressed after the taxpayer has died. There ....
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Advising the Pro Athlete-Estate and Financial Planning
March 13, 2013
Professional athletes (as well as entertainers and those with "star" power) face unique es....
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Aging Parents Estate, Financial and Related Planning
February 12, 2013
The population is aging. People are living longer. What steps can be taken to make those g....
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Estate and Financial Planning for Those Living with Alzheimer’s Disease
Planning for someone diagnosed with Alzheimer's disease, or who has a loved one living wit....
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Highlights of Heckerling 2015
This program explores a potpourri of estate and related planning ideas from the 2015 Hecke....
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Annual Exclusion Gifts in the New Tax Landscape
Annual exclusion gifts can be made to any number of people in any year. In 2017 this figur....
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Care Managers Role in the Estate Planning Process
For the elderly and those living with chronic disease or other health challenges the role ....
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The Human Aspects of Estate Planning
Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflat....
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2012 Gift Planning Follow Through
2012 was a remarkable and unique year for estate planning. The gift tax exemption in 2012 ....
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Planning Using The Multi-Purpose Irrevocable Life Insurance Trust
Life insurance is a flexible and powerful financial and estate planning tool. When life in....
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Thinking About Finances After a Multiple Sclerosis Diagnosis
If you’ve been recently diagnosed with Multiple Sclerosis (or many other chronic disease....
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Increasing Flexibility Using the Beneficiary Defective Inheritors Trust
Beneficiary Defective Inheritor’s Trusts (BDITs) or as some call them simply Beneficiary....
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Insurance as the Answer To People Focused Planning
Life insurance can be one of the most flexible, versatile and useful estate and financial ....
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Planning for Estates Under Ten Million Trusts and Estates Magazine Heckerling
Once the $5 million estate tax exemption was made permanent estate planning had to change ....
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