Presentations Given
The Other Big 8, “Technology in the Estate Planning Field: Pluses and Pitfalls,” co-speaker Charles Rossman, Hackensack, NJ (May 7, 2019).
45th Notre Dame Tax & Estate Planning Institute, “Using Technology for the Modern Estate Planning Practice,” co-speaker Martin M. Shenkman, South Bend, IN (September 27, 2019).
Shenkman Law, Peak Trust Company and Interactive Legal Webinar Series, “Smaldino: Recent Tax Court Case has Important Lessons on how to do Estate Planning Right,” co-speakers Jonathan G. Blattmachr, Louis S. Harrison and Martin M. Shenkman, Webinar (December 1, 2021)
Estate Planning Basics Series on LawEasy, “Power of Attorney,” https://laweasy.com/videos/estate-planning-basics-power-of-attorney/ co-speaker Martin M. Shenkman (February 2022).
Estate Planning Basics Series on LawEasy, “Living Will,” https://laweasy.com/videos/estate-planning-basics-living-will/ co-speaker Martin M. Shenkman (February 2022).
Estate Planning Basics Series on LawEasy, “Health Care Proxy,” https://laweasy.com/videos/estate-planning-basics-health-care-proxy/ co-speaker Martin M. Shenkman (February 2022).
Shenkman Law, Peak Trust Company and Interactive Legal Webinar Series, “Administration of Irrevocable Trusts: Practical Tips for Practitioners,” co-speakers Jonathan G. Blattmachr and Martin M. Shenkman, Webinar (March 9, 2022).
NJSBA Spring Conference, “Spousal Lifetime Access Trusts – Opening the SLATs and Looking in on a Vital Estate Planning Tool,” co-speakers Martin M. Shenkman and Richard H. Greenberg, Webinar (March 27, 2023).
The Century in Fort Lee, “Estate Planning Basics- Estate Planning in 12 Steps,” speech to consumers at condominium association, Fort Lee (June 14, 2023).
Shenkman Law Webinar Series, “Estate Planning, Technology and Ethical Issues,” co-speakers Martin Shenkman and Mary Vandenack, Webinar (September 27, 2023).
Ultra-High Net Worth Planning Forum, New Jersey State Bar Association, “Administering Trusts and Transactions: Reviewing Recent Cases and Takeaways to Consider,” New Brunswick, NJ (October 11, 2023).
Estate Planning Council of Bergen County, “Practical Planning for the Corporate Transparency Act,” Wyckoff, NJ (November 16, 2023).
CPA Academy, “Navigating Cybersecurity for Accountants,” co-speaker Martin Shenkman, Webinar (November 22, 2023).
CPA Academy, “Corporate Transparency Act: Practical Steps for CPAs,” co-speakers Martin Shenkman and Walter Primoff, Webinar (December 27, 2023).
Advanced Planning Educational Group, Inc., “What Financial Professionals NEED TO KNOW about the Corporate Transparency Act,” co-speakers Ruth Raftery and Jeffrey Hoenle, Webinar (February 6, 2024).
CPA Academy, “Corporate Transparency Act: Detailed Review and Practical Planning,” co-speakers Martin Shenkman and Walter Primoff, Webinar (February 14, 2024).
Shenkman Law Webinar Series, “Corporate Transparency Act: Deep Dive 2 Hour Review,” co-speakers Martin Shenkman and Walter Primoff, Webinar (May 30, 2024).
Financial and Estate Planning Council of Metropolitan Detroit, “Practical Planning for the Corporate Transparency Act (CTA),” 1-hour morning program and 1-hour afternoon program, Troy, Michigan, June 4, 2024.