Avatar

Marty Shenkman’s Review of the Proceedings of the 53rd Heckerling Institute on Estate Planning



Watch Now!
Recording and Slides are Available Here


Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning. Heckerling, as it is affectionately known, is the nation's leading conference for estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals. 2019 was the 53rd installment of Heckerling, and the meeting this year focused in part on the changes made by the Tax Cuts and Jobs Act and the practical planning implications created by the tax bill.
In his exclusive LISI webinar, you can hear Marty live as he reviews all of the proceeding from this very important meeting. For those not fortunate enough to be in sunny Orlando this year, Marty is the next best thing to being there. Note that registrants will also receive Marty’s notes from the proceedings, which is an added bonus.


Participants will receive a copy of Marty’s “Heckerling Notes” a 100+ page summary of the 53rd Heckerling Institute on Estate Planning. This webinar will highlight planning ideas from the largest and most comprehensive estate planning conference of the year. Topics Marty will cover include the following:

  • A review of 2019’s current developments.
  • The importance of basis planning after the Tax Cuts & Jobs Act
  • Trust planning & 199A.
  • Section 1202 Qualified Small Business Stock.
  • Family Structure and Generational planning.
  • Charitable and planned giving: the new landscape post TCJA.
  • Marriage and divorce planning post-TCJA.
  • Fiduciary selection and important fiduciary cases.
  • The PLR ruling request process.
  • Planning for Incapacity/Disability.
  • Planning for US persons with foreign assets.
  • Q&A Session with Steve Akers, Sam Donaldson, Amy Kanyuk & Carlyn McCaffrey
  • Powers of Appointment with Turney Berry & Jonathan Blattmachr.
  • The importance of disclaimers: Miriam Henry.
  • Planning with Self-Settled trusts.

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,200 articles. . He is a member of the NAEPC Board of Directors (Emeritus), on the Board of the American Brain Foundation, and the American Cancer Society’s National Professional Advisor Network.
Steve Leimberg recently noted that:
Every tax professional in the country will (or should be) reading this book! This is the most complex and far reaching tax law passed in the over 50 years I’ve been studying, teaching, and writing about tax law and this resource arms you not only with the necessary and vital information you need to know but also the thinking and planning concepts of three of the brightest minds in the tax world!
His firm's website is www.shenkmanlaw.com where he posts a regular blog and where you can subscribe to his free quarterly newsletter Practical Planner. He posts video clips to www.laweasy.com, and blogs on Forbes.com.



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,000 articles. Marty is the Recipient of the 1994 Probate and Property Excellence in Writing Award, the Alfred C. Clapp Award presented by the 2007 New Jersey Bar Association and the Institute for Continuing Legal Education; Worth Magazine’s Top 100 Attorneys (2008); CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April/May 2008). His article “Estate Planning for Clients with Parkinson’s,” received “Editors Choice Award.” In 2008 from Practical Estate Planning Magazine his “Integrating Religious Considerations into Estate and Real Estate Planning,” was awarded the 2008 “The Best Articles Published by the ABA,” award; he was named to New Jersey Super Lawyers (2010-15); his book “Estate Planning for People with a Chronic Condition or Disability,” was nominated for the 2009 Foreword Magazine Book of the Year Award; he was the 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education; he was a 2012 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels; and he was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. In June of 2015 he delivered the Hess Memorial Lecture for the New York City Bar Association. His firm's website is www.shenkmanlaw.com where he posts a regular blog and where you can subscribe to his free quarterly newsletter Practical Planner. He sponsors a free website designed to help advisers better serve those living with chronic disease or disability www.chronicillnessplanning.org which is in the process of being rebuilt. 



Avatar

Bob Keebler

August 4, 2020 3:00 PM ET - 4:30 PM ET ET

Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

August 5, 2020 1:00 PM - 2:30 PM ET

Estate Planning for IRAs Payable to Trusts After the Secure Act – Welcome to an “Alice in Wonderland World” - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Jonathan Blattmachr Martin Shenkman Teresa Bush

August 5, 2020 3:00PM ET - 4:30PM ET ET

Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast

More Info
Avatar Avatar

Natalie Choate Denise Appleby

August 6, 2020 3:00PM ET - 4:30PM ET ET

Natalie Choate & Denise Appleby on Notices 2020-50 and -51: New Guidance Expands Eligibility for CARES Act Non-RMD Rollovers and Coronavirus-Related Distributions: Clients Must Take Action by August 31, 2020, To Avoid Unnecessary Taxes! - A Special Re-Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 06, 2020 1:00PM ET - 2:30PM ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1

More Info
Avatar Avatar Avatar

Alan Gassman Brandon Ketron Kevin Cameron

August 06, 2020 3:00PM ET - 4:30PM ET

PPP and EIDL UPDATE: NEW LOAN OPPORTUNITIES, ADDED QUALIFIED EXPENDITURES, HOW TO HANDLE REDUCTIONS IN WORKFORCE & UPDATE ON RUBIO-COLLINS BILL

More Info
Avatar

Bob Keebler

August 12, 2020 3pm 4:30 pm ET

NEW PPP LOANS FOR BUSINESSES SUFFERING A 50 Percent REVENUE LOSS AND OTHER INCENTIVES IN THE AUGUST STIMULUS BILL - A FIRST LOOK

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 13, 2020 1:00PM ET - 2:30PM ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 2

More Info
Avatar Avatar

Martin Shenkman Eido Walny

August 14, 2020 3:00PM ET - 4:30PM ET ET

Martin Shenkman Eido Walny: Planning for Athletes

More Info
Avatar

Larry Katzenstein

August 20, 2020 3:00PM ET - 4:30PM ET ET

Incredible Low Interest Rates Present Once in a Lifetime Estate and Charitable Planning Opportunities!

More Info
Avatar

Steven Siegel

August 21, 2020 3:00PM ET - 4:30PM ET ET

The Perfect Storm of Bad News and Planning Opportunities for 2020 & Beyond: Crucial Planning Decisions for the 99%

More Info
Avatar

Steven Siegel

August 27, 2020 3:00PM ET - 4:30PM ET ET

Domicile Planning: Shopping and Changing – Is It Time to Get Out of Dodge?

More Info
Avatar Avatar

Paul Hood Ed Morrow

August 27, 2020 1:00PM ET - 2:30PM ET ET

A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 3

More Info
Avatar

Richard Nenno

September 17, 2020 3:00PM ET - 4:30PM ET ET

The Delaware Trust Option for Californians and Non-U.S. Individuals

More Info