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



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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.



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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. 



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