Avatar Avatar Avatar

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

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.


After you pay you will be sent a link with the registration information. 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 $99 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. 

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.



Avatar

Ed Morrow

January 24, 2018 3:00 PM EDT - 4:00 PM EDT - ET

Ed Morrow &The Optimal Basis Increase Trust – Basis Planning to Optimize the Step Up in Basis (and Avoid any Step Down in Basis) at the Surviving Spouse’s Death: Are You Wasting Your Clients’ $11+ Million Basis-Increasing Coupon?

More Info
Avatar

Bob Keebler

January 25, 2018 3:00 PM EDT - 5:00 PM EDT ET

Tax Reform - The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning

More Info
Avatar Avatar

Jay Adkisson & David Slenn

January 26, 2018 3:00 PM EDT - 4:30 PM EDT ET

Jay Adkisson & David Slenn's Four-Part Series: Understanding the Uniform Voidable Transactions Act Webinar 2

More Info
Avatar

Alan S. Gassman, J.D., LL.M., Brandon Ketron, J.D., LL.M., CPA, Christopher Denicolo, J.D., LL.M., Kenneth J. Crotty, J.D., LL.M.,

February 1, 2018 3:00 PM EDT - 4:00 PM EDT ET

CREATIVE PLANNING WITH FLOW THROUGH ENTITIES, INCLUDING 199(A) NEW IDEAS

More Info
Avatar Avatar Avatar

Blattmachr, Martin Shenkman and Joy Matak

February 02, 2018 2:00 PM EDT - 3:00 PM EDT

Tax Cuts and Jobs Act: New Insights on Estate Planning with Jonathan Blattmachr, Martin Shenkman & Joy Matak

More Info
Avatar

Marty Shenkman

February 08, 2018 3:00 PM EDT - 4:00 PM EDT

Marty Shenkman's notes from the proceedings at the Heckerling Institute on Estate Planning

More Info
Avatar

Barry D. Flagg

February 09, 2018 3:00 PM EDT - 4:00 PM EDT

6 Essential Ingredients to Life Insurance ADVICE

More Info
Avatar

Cynthia D.M. Brown

February 16, 2018 3:00 PM EDT - 4:00 PM EDT

Delaware Trusts

More Info
Avatar Avatar

Martin M. Shenkman, Esq. and Rebecca Provder, Esq.

February 21, 2018 3:00 PM EDT - 4:00 PM EDT ET

Matrimonial Planning after the TCJA of 2017

More Info
Avatar

Larry Brody

February 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Federal Income Tax Treatment of Life Insurance Policies

More Info
Avatar

Cynthia D.M. Brown

March 2, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

More Info
Avatar

Larry Brody

March 9, 2018 3:00 PM EDT - 4:00 PM EDT ET

Sophisticated Life Insurance Planning Techniques: Policy Valuation

More Info
Avatar

Cynthia D.M. Brown

March 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

Silent Trusts: The Crossroads between the Duty to Inform and Report and the Option to Have a Silent Trust

More Info
Avatar

Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

March 29, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown

More Info
Avatar

Cynthia D.M. Brown

April 6, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust’s Status

More Info
Avatar

Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

Discretionary Distribution Standards: Balancing Duty and Need

More Info
Avatar

Cynthia D.M. Brown

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

Expense Payments: What do you Need to Know Before You Pay?

More Info