Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak
Friday February 2
2:00 PM EDT - 3:00 PM EDT
Be sure to join Jonathan Blattmachr, Martin Shenkman and Joy Matak on Friday February 2nd at 3PM-4PM ET in their exclusive LISIWebinar where they will discuss new insights on estate planning after the Tax Cuts and Jobs Act. Topics to be covered include charitable giving, the structure of trusts (grantor vs. non-grantor, INGs, un-INGs, SLATs, SALTy-SLATs, BDITs, DAPTs, etc.), and more.
This webinar will review new insights on trust drafting and planning gleaned from the Heckerling Institute meeting held in Orlando on January 22-26, as well as new trust drafting concepts, what types of estate planning should be done for which types of client, how existing estate plans and documents should be revised and more.
Insights from the speakers’ recently published book Estate Planning After the Tax Cut and Jobs Act of 2017 will be discussed; the book is available as a an e-book on Amazon.
There will be no CE for this webinar
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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.
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly the Alaska Trust Company), now in both Anchorage and Las Vegas, co-developer with Dallas Attorney Michael L. Graham of Wealth Transfer Planning, a computerized drafting and advice system for lawyers, and a Principal of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm that designs and advises wealth family on wealth preservation matters.
Ira S. Herman, MS, CPA, CEA, is a CohnReznick partner and serves as the Firm’s Trusts and Estates Practice Leader. He offers specialized expertise in financial management as it relates to personal, business, retirement, and estate planning. Ira has more than 40 years of accounting, audit, and tax experience and has conducted numerous training programs on technical tax and financial counseling subjects. He has received the Certificate of Educational Achievement (CEA) designation in estate planning and personal financial planning from the AICPA. He is considered exceptionally knowledgeable regarding trust and estate administration and has been called upon as an expert witness regarding fiduciary accounting, tax, and litigation matters. Additionally, Ira has lectured for the Institute of Continuing Legal Education (ICLE) regarding New Jersey Court Rule 4:87-3, which prescribes the form of a statement of account in the State of New Jersey. Ira also has extensive experience with closely held businesses, business succession solutions, and tax planning. He is frequently called upon to lecture before business and trade associations on such topics as business entity selection, succession planning, wealth accumulation, fiduciary accountings, income tax, and estate and gift tax planning. He was also an instructor in accounting and taxation at Fairleigh Dickinson University for a number of years.
Joy Matak, JD, LLM., is a tax director at CohnReznick and a member of the firm’s Trusts and Estates Practice. Joy has more than 18 years of diversified experience as a wealth transfer strategist with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high-net-worth individuals and their trusts and estates. Joy has significant expertise providing her clients with diverse wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance, including gift tax, estate tax, and income tax returns for trusts and estates, as well as consulting services related to generation skipping, including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning. Prior to joining CohnReznick, Joy was a senior tax manager at a Top 20 accounting firm. Early in her career, Joy was a principal in a Virginia-based law firm and also worked as a senior associate in the growing trusts and estates groups of one of the leading commercial law firms in New Jersey. Joy has spoken for the Greater Middlesex/Somerset Estate Planning Council and published articles for the Hudson County Business Journal and Tax Management Estates, Gifts and Trusts Journal on a variety of topics, including wealth transfer strategies, income taxation of trusts and estates, and business succession planning.