Webinars | Shenkman Law

Estate Planning Forms Modernization: Increase Efficiency and Client Satisfaction

April 22, 2025

Using an estate planning organizer or questionnaire is ubiquitous in estate planning for a....
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Remote Work: Points for Practitioners to Consider

April 11, 2025

Remote work is incredibly common. An ABA survey found that 87% of firms allows lawyers to ....
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Estate Planning Software for Your Toolkit

April 4, 2025

Estate planners need to regularly review new software products and services to determine h....
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Outlook for Estate Planning Professionals: Practical Tips and Demo

March 28, 2025

Estate planners are always seeking to be more efficient and to provide better service to t....
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Cybersecurity: What Estate Planners Should Tell Clients

March 23, 2025

While professional advisers are all aware of the importance of cybersecurity and related p....
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Estate Tax Repeal, Is it Real? How May It Affect Planning Now And In The Future?

March 13, 2025

Republicans in Congress have proposed the repeal of the federal estate tax and they may ha....
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Estate Income Tax Elections

March 10, 2025

This webinar will cover some often-overlooked elections, deductions and planning ideas ava....
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Heckerling Review 2025

February 4, 2025

The 59th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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Corporate Transparency Act: Filing Requirements Reinstated – Practical Panel Discussion On What To Do Now?

January 2, 2025

Happy holidays from the Fifth Circuit! Corporate Transparency Act (CTA) filings are back o....
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Reciprocal Trust Doctrine: Practical Tips for Successful Planning in the New Environment

December 13, 2024

Despite the election results, estate planning, and in particular non-reciprocal SLAT plann....
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Step Transaction Doctrine Remains A Key Concern for Successful Planning

December 7, 2024

The Step-Transaction Doctrine is often employed by the IRS to challenge clients’ plannin....
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Corporate Transparency Act and Trusts

November 22, 2024

The Corporate Transparency Act (CTA) filing deadline for the CTA is end of year 2024 and t....
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Post-Election: The New World of Estate Planning

November 18, 2024

A Trump victory suggests that it is unlikely that significant new taxes will be imposed on....
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Republican Victory: How Estate Planners Can Stay Relevant and Keep Practice Momentum

November 15, 2024

Pres. Trump has won the White House. The Republicans have control over the Senate, and may....
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Working With Beneficiaries with Mental Health Challenges

November 8, 2024

The statistics are surprising and demonstrate why estate planners should give more attenti....
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CRT Background and Misconceptions You Should Know

November 1, 2024

This webinar provides an overview/review of using CRTs and identifies practical planning c....
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CTA: New FAQs Sep/Oct 2024: What You Need to Know

October 22, 2024

The Corporate Transparency Act (CTA) filing deadline for pre-2024 entities is rapidly appr....
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Considerations in Co-Counseling with an Elder Law and Special Needs Attorney

October 11, 2024

Elder law and special needs (ELSN) planning is a specialized area of the law, but one that....
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Can CPAs and Wealth Advisers Advise Clients on the CTA Without Committing the Unauthorized Practice of Law?

September 24, 2024

Corporate Transparency Act (CTA) filings for entities formed before 2024 are due on or bef....
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2024 Year End, New Developments, and Thoughts on How Practitioners Might Cope

September 22, 2024

There are many new developments and deadlines on every practitioner’s plate to address b....
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Corporate Transparency Act: 3 Critical Updates You Must Know: Unauthorized Practice of Law, Trusts and Dissolved Entities

September 15, 2024

The Corporate Transparency Act (CTA) filing deadline for entities created before 2024 is D....
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Loper Bright Supreme Court Decision: Opportunity to Reassess Tax Positions

September 6, 2024

The Loper Bright case, decided by SCOTUS at the beginning of July, and which overruled its....
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Supreme Court Holding In Connelly Requires that Redemption Agreements be Reconsidered

June 25, 2024

On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held busin....
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Corporate Transparency Act: Deeper Dive

May 31, 2024

An Alabama Court held the Corporate Transparency Act (“CTA”) unconstitutional. Nationa....
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Noncompete Ban: What Every Estate Planner Must Know About the FTCs New Rule and Its Impact on Estate and Succession Planning

May 26, 2024

The Federal Trade Commission (FTC) has issued a new Rule prohibiting noncompete agreements....
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What Fiduciaries Need to Know About Active Management of Life Insurance Trusts (AMLITs)

May 17, 2024

Fiduciaries are concerned with life insurance planning because of the conflicts of interes....
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Terminating an Estate Planning Prospect or a Client

May 10, 2024

Terminating a client relationship is rarely an easy or pleasant topic. No attorney, CPA, o....
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Biden 2025 Budget: Would Change Estate Planning As We Know It

May 3, 2024

The Biden administration's 2025 budget would raise taxes on the wealthy and seek to reduce....
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Ensuring Client Legacy by Rethinking the Estate Planning

May 1, 2024

Estate planning and wealth management have evolved over the years, and advisors must adjus....
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Defensive Estate Planning Practices: Practical Strategies

April 20, 2024

Defensive practice is critical for all estate planners. The risk profile of the discipline....
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NIMCRUT Basics: When and How to Use the Net-Income with Make-up Charitable Remainder Unitrust

April 5, 2024

Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable a....
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Planning with SLATs and SLANTs Ahead of TCJA Sunset

March 29, 2024

The end of 2025 will result in the gift, estate and GST tax exemption being reduced by hal....
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Overview of Charitable Giving Techniques

March 17, 2024

Charitable giving is a vital component of many estate, tax, financial and related plans. T....
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SLATs Tailored to Serve Clients Worth $1-10M

March 5, 2024

The use of Spousal Lifetime Access Trusts (SLATs) is a common planning tool for the wealth....
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Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues

March 4, 2024

How many clients do you have living with chronic illness or neurological conditions? How m....
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Heckerling Institute on Estate Planning

January 27, 2024

The 58th Annual Heckerling Institute on Estate Planning was held in Orlando, Florida, on J....
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Corporate Transparency Act: Deeper Dive

January 5, 2024

There have already been many webinars discussing the Corporate Transparency Act (“CTA”....
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It’s 2024, What Planning Should I Think About Now?

December 23, 2023

New Year’s is commonly coupled with making New Year's resolutions. Just as we and our cl....
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Corporate Transparency Act: A Discussion of What is Coming and How to Address It

December 17, 2023

This webinar will provide a practical informal discussion of the Corporate Transparency Ac....
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How should I plan charitable gifts 1) as we approach year-end? 2) Through my estate plan?

December 3, 2023

My client is charitably inclined. How should I be advising her as we approach the year-e....
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Are you Prepared for the Corporate Transparency Act?

November 21, 2023

This course will review the highlights, requirements, and framework to understand and addr....
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I have a family business, but only one of my children is active in the business. How can we handle that?

October 20, 2023

Many clients own family businesses. Succession and estate planning for those businesses ca....
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Estate Planning, Technology and Ethical Issues

October 13, 2023

Identity theft, phishing, QR-phishing, voice mail/phone scamming, social engineering (call....
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Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

September 26, 2023

Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST tax....
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Revenue Ruling 2023-2 What It Means and What You Might Do?

September 8, 2023

Do assets in an irrevocable grantor trust that are not included in the settlor’s gross e....
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PANEL: The 49th Annual Notre Dame Tax & Estate Planning Institute: A Tasting Menu

September 7, 2023

The 49th Annual Notre Dame Tax & Estate Planning Institute will take place on Septembe....
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How Can My Trust Help My Kid Buy a House?

August 18, 2023

It is fairly common for a client to ask how an irrevocable trust might help a beneficiary ....
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Trusted Advisors and Mental Health Concerns: Making The Case For Change

August 14, 2023

Lawyers and financial advisors are in the top 11 group of professionals with the highest s....
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I’m buying life insurance, do I really need a trust and if so what kind?

August 9, 2023

A client is buying life insurance, do they really need to set up an irrevocable life insur....
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Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

June 30, 2023

Practitioners should inform clients with buy sell redemption agreements about the recent C....
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My mom just passed, what tax, legal and financial matters do I need to address?

June 19, 2023

Losing a loved one is difficult, but those challenges can be made more challenging by the ....
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Religion and Estate Planning

June 16, 2023

Many clients have strong religious beliefs, which should be reflected in their estate plan....
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Holistic View of Special Needs Planning: Conversation with Bernie Krooks

May 28, 2023

Special needs (and elder law) planning is vital to consider for most if not all clients. T....
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Gift tax returns are simple, why are you saying it will be so involved?

May 19, 2023

Clients view gift tax returns as pretty simple projects and don’t understand the cost, c....
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Corporate Transparency Act, Insurance Trusts, RR 2023-02, Kalikow Case (Practical Planner)

May 14, 2023

The Corporate Transparency Act (CTA) will require privately held entities to report detail....
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Can’t I just ignore Biden’s Greenbook Estate Tax Proposals?

April 24, 2023

President Biden recently issued his budget on March 9, 2023, the “General Explanations o....
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Practical Precautions Practitioners Should Consider for Estate Planning: Lessons from Sorensen, Smaldino and Levine

April 13, 2023

There have been several recent important decisions out of the United States Tax Court, Lev....
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Engagement Letters For Estate Planners: Starting Off on the Right Foot

April 3, 2023

Retainer agreements (engagement letters) are critical to establish and document the unders....
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Back Door SLATs – Issues When Grantor Becomes Beneficiary or Appointee of SLAT

March 28, 2023

Spousal Lifetime Access Trusts (“SLATs”) are ubiquitous in estate planning. As clients....
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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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