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Estate Planning Steps to Advise Clients to Take Now!

ESTATE PLANNING STEPS TO ADVISE CLIENTS TO TAKE NOW!

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 5, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Series: Estate Planning
Course Description

Dramatic and harsh changes to estate taxes could be enacted anytime. What steps can you recommend to clients to consider now? What can be done to expedite the usual trust planning process? What steps might you do to complete a trust and note sale faster? What can you do if your client cannot get an appraisal in time to complete the transaction? How can you build flexibility into the planning given the continued uncertainty? What should you know about recission, disclaimers, formula clauses, and more? What other ways can you incorporate flexibility into the documents?

Many clients require access to be comfortable making gifts. How can that be accomplished? Finally, given the time pressure and uncertainty, what steps should you take to protect yourself and your clients? Join this session to learn answers to the above questions and more. Prepare yourself to be the resource your clients need with estate planning.

Learning Objectives:


  • Identify what steps clients can take now to prepare for possible changes to estate taxes

  • Summarize recission, disclaimers, formula clauses, and more

  • Determine how you can protect yourself and clients given the time pressure and uncertainty

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Martin Shenkman

Shenkman Law
Dual Practitioner, Financial Planner
[email protected]
(201) 845-8400

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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City, New York, with Shenkman Law. His practice focuses on estate and tax planning as well as planning for closely-held businesses and estate administration. Throughout his career, Mr. Shenkman received awards and acknowledgments from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, an MBA from the University of Michigan, a law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey, and Washington D.C.

About Our Presenter

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Shenkman Law is a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. They provide creative legal solutions to help clients meet complex or seemingly contradictory personal, business, financial, and tax goals, and pride themselves on treating clients with thoughtful care—just like members of our own families.