This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a blueprint for a Democratic tax proposal should there be a change in administrations in Washington in 2020 and what practitioners should advise clients to do now. Several recent malpractice cases will be reviewed with an emphasis on practical steps practitioners in all disciplines, but especially estate planning attorneys, should take now to modify how they practice in light of the issues and risks of those cases (regardless of how they are resolved). New data on elder financial abuse and steps to help clients will be discussed. Cases and rulings on a wide array of topics including decanting, GST planning, charitable deductions and much more will be discussed. Attendees will receive a 100+ page analysis of new developments January to April 2019 as well as the PowerPoint presentation.
Jeremy Belsky serves as Director of Gift & Estate Planning for Boys Town, a national nonprofit care organization whose mission is to “save children and heal families.” With an M.A. in Philanthropy & Development and the Chartered Advisor in Philanthropy (CAP®) designation from The American College, Belsky has spent the past 19 years in the charitable gift planning field helping to serve the missions of education and faith based organizations, all in Omaha. His skill set to connect with donors and develop trust allows him to share charitable gift planning opportunities that leave more of their assets to family, charity, and community, and not the IRS. In just the past three years, Belsky has made engaging presentations for Crescendo Interactive (webinar and conference), Minnesota Planned Giving Council conference (keynote address and presentation), Association of Fundraising Professionals Nebraska Chapter, Omaha Estate Planning Council, Charitable Gift Planners of Nebraska, the Archdiocese of Omaha, and American Council on Gift Annuities national conference.
Martin M. Shenkman is an attorney in private practice in Ft. Lee, NJ, and New York City. His practice focuses on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of more than 800 articles and over 40 books, including his most recent book on powers of attorney, co-authored with Jonathan Blattmachr. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and the recipient of many awards including the prestigious Accredited Estate Planners (Distinguished) award from NAEPC and Financial Planning Magazine’s 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.
Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.
Event sponsors are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal, Peak Trust Company, Shenkman Law or The Financial Awareness Foundation.
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