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New Estate Planning Opportunities for Estate Practitioners

SKU: EST2700
Total Credits
1 - 1.2
Price$50
  • Online Access
  • Smartphone
  • iPad/iPod/Tablets
  • CDs/DVDs

Description

An aging demographic, advancements in technology, tax changes, shifts in family life and a host of other factors are drastically impacting the area of estate planning.

This CLE course will explain how to prepare for the new era of estate planning including increased focus on retirement planning, inclusion of elderly family members, assessing businesses in light of the paperless offices, tax code changes, potential divorces and second marriages and perhaps most importantly, the need for estate planners to work together with CPA’s, wealth managers, insurance agents and attorneys to properly implement estate plans.

Lecturer Bio

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com



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