Live Chat with a CLE Manager
Continuing Legal Education courses for Attorneys
Online CLE courses, cle courses, cle state bar courses

Planning for Tangibles

SKU: EPP016
Total Credits
1 - 1.2
Price$50
  • Instant Online Access
  • All Your Devices
  • DVD & CDs
  • iOS & Android App
  • Save To Device

Description

What is tangible property in general and what are the high level challenges when trying to plan for it? This CLE course will offer an overview of tangible property, how it is defined and what it includes and the planning strategies you need to know. Speakers will discuss a variety of topics such as emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues.

Lecturer Bios

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

Kim Kamin, Esq.

Kim Kamin is a Principal at Gresham Partners, LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Kim serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients, Trusts and Estates Group at Schiff Hardin LLP where for many years her legal practice involved all aspects of trust and estate planning, administration, dispute resolution; advising families and their privately held businesses on a wide array of wealth preservation, asset protection and succession planning issues; and serving as counsel for the formation and operation of not-for-profit entities.

Kim is an adjunct professor at the Northwestern University Pritzker School of Law where she was awarded the William M. Trumbull Lectureship, and has taught Advanced Trusts and Estates, Income Taxation of Trusts and Estates, and Estate Planning. She is also on faculty for the Certified Private Wealth Advisor® (CPWA®) program through the University of Chicago Booth School of Business Executive Education. Kim is on the Editorial Advisory Board of Trusts & Estates Magazine and has authored numerous pieces http://wealthmanagement.com/author/kim-kamin.

She has published on a wide variety of topics and is also a frequent lecturer in a variety of venues across the country (such as Family Office Exchange, ACTEC, Heckerling Institute on Estate Planning, ALI-CLE, Purposeful Planning Institute, Chicago Estate Planning Council, Chicago Bar Association, Illinois Institute for Continuing Legal Education, Notre Dame Tax& Estate Planning Institute, and the Tulane Tax Institute). She was co-executive editor and co-author with Wendy Goffe for the past two editions of the Leimberg Library Tools & Techniques book, Estate Planning for Modern Families (3rd Edition 2019). Kim is a Regent for the American College of Trust and Estate Counsel (ACTEC), where she has chaired the New Fellows Steering Committee, co-chaired the Legal Education Committee, and served as founding chair of the Wealth Strategist and Fiduciary Counsel Subcommittee. Kim is President of the Chicago Estate Planning Council. She also serves on the Leaders Council for the UHNW Institute.

Additionally, Kim serves on the Chicago Community Trust Professional Advisory Council, the Art Institute of Chicago Gift Planning Advisory Committee, the Northwestern Memorial Foundation Professional Council for Philanthropy, the Goodman Theatre Spotlight Advisory Council, the Chicago Foundation for Women Professional Advisory Council, and the Executive Committee for the Lurie Children’s Legacy Partners. She also serves on the Chicago Stanford Association’s Board of Leaders. She is a member of The Economic Club of Chicago, where she has served on several committees. Kim received her B.A., with distinction.

Sandra D. Glazier, Esq.

Sandra D. Glazier is an equity shareholder with Lipson Neilson P.C., in its Bloomfield Hills, Michigan office. Sandy concentrates her practice in the areas of probate litigation, estate planning, probate and trust administration, and family law. An experienced litigator and estate planner, Sandy has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings. She has served as a mediator in Probate and Family Court cases. Sandy also handles complex divorce matters. She is an active member of the OCBA, where she serves on the Probate, Estates & Trusts (PET), Family Law, and Legislative committees and is a fellow of the Adams Pratt-Oakland County Bar Foundation. A past chair of the OCBA’s PET and Family Law committees, she has authored articles and presented on such issues as undue influence, the attorney-client privilege in will and trust disputes, defending fiduciaries in probate litigation, and ethical considerations when representing vulnerable adults on a national level.

In addition, she taught valuation for federal estate and gift tax purposes in a Master’s Level course. Sandy has been published in some of the legal industries leading national publications, such as Bloomberg BNA’s Tax Management Memorandum Estate, Gifts and Trust Journal, Trusts & Estates – The WealthManagement.com journal for estate-planning professionals, Wolters Kluwer, and Leimberg Information Services, Inc. Also, Sandy has presented for the OCBA, ICLE, ABA, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Bloomberg BNA, Wilmington Trust’s NY Estate Planning Symposium, Trust & Estates Magazine, the Wayne County Probate Court Attorney/GAL Training, and the Family Law Section of the Michigan’s State Bar. Sandy is a recipient of the OCBA’s Distinguished Service Award and an AV®” Rated Preeminent attorney, and has been recognized as a “Top Lawyer” in the areas of probate, estate planning and family law, and as a Super Lawyer for estate and trust litigation.



States where Nacle.com Offers CLE Courses On DVDs, Audio CDs, Online & iOS/Android App (Continuing Legal Education):
Alaska CLE | Alabama CLE | Arkansas CLE | Arizona CLE | California MCLE | Colorado CLE | Connecticut CLE | Washington DC CLE | Delaware CLE | Florida CLE | Georgia CLE | Hawaii CLE | Iowa CLE | Idaho CLE | Illinois MCLE | Indiana CLE | Kentucky CLE | Louisiana CLE | Massachusetts CLE | Maryland CLE | Michigan CLE | Missouri CLE | Mississippi CLE | North Dakota CLE | Nebraska CLE | New Hampshire CLE | New Jersey CLE | New Mexico CLE | Nevada CLE | New York CLE | Ohio CLE | Oklahoma CLE | Oregon CLE | Pennsylvania CLE | Rhode Island CLE | South Dakota CLE | Tennessee CLE | Texas CLE | Utah CLE | Virginia CLE | Virgin Islands CLE | Washington CLE | Wisconsin CLE | West Virginia CLE | Wyoming CLE | Online CLE Courses | Virginia Interactive Webinars | Live Webinar CLE Calendar | NY BTG CLE | Teach at the Academy | F.A.Q. | Hardship Policy | Terms And Conditions | Contact Us | iOS/Android App | Account Login | Unlimited CLE | Sitemap | Mobile Site
Copyright © 2000 - 2021 National Academy of Continuing Legal Education. All Rights Reserved.