Planning for Clients Living with Chronic Illness/Tax Cut Jobs Act 2017

Date: Wednesday, July 25, 2018
Time: 11:30am - 2:15pm
Location: The Jewish Community Center, Boulder
Speaker: Martin Shenkman

*** Thanks to Platinum sponsors Longmont Community Foundation and Midwest Trust as well as Gold sponsors Gibraltar Business Valuations and Perry and Roane PC-CPA. ***

Presenter:  Martin 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, planning for closely held businesses, and estate administration.

Mr. Shenkman is the author of 42 books and more than 1,200 articles.  He is a member of the Editorial Board of Trusts & Estates Magazine, Co-Chair of CCH (Wolter's Kluwer) Professional Advisory Board, CPA Journal, and Matrimonial Strategist.  He has won numerous awards including New Jersey Super Lawyers (2010-2016), book "Estate Planning for People with a Chronic Condition or Diability" nominated for 2009 Foreword Magazine Book of the Year, and 2012 recipient of the AICPA Sidney Kess Award for Excellent in Continuing Education for CPAs.

In 2016, Mr. Shenkman earned the Professional Advisor of the Year by the American Cancer Society.  In June 2015, he delivered the Hess Memorial Lecture for the New York City Bar Association.

Mr. Shenkman will speak to the members of BCEPC on dual topics - Planning for Clients Living with Chronic Illness as well as the TCJA of 2017 (Tax Cut Jobs Act).

Venue:  The Shenkman program will be held at the Jewish Community Center located at 6007 Oreg Avenue in Boulder.

ProgramIn the first portion of the luncheon, Mr. Shenkman will provide insight on clients dealing with chronic illness and offer suggestions on how practitioners can conduct meetings, draft documents, collaborate and better help such clients.

In the second portion, Mr. Shenkman will inform attendees about the ways in which the Tax Cut Jobs Act of 2017 dramatically changed trust planning. Practitioners will need more types of trusts in their toolbox then ever before.  Temporary high transfer tax exemptions, high standard deductions and SALT limitations have transformed the planning landscape.

This presentation is designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Pre-requisites - none; program level- advanced; advance preparation: none; delivery method: lecture/group study; recommended credit: 2 hours; field of study: private placement products.

CE credit status:  CFP, CLE, CLU, and CPE credits have been approved.

 

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