Heckerling Review by Jonathan Blattmachr, Diana Zeydel, and Martin Shenkman

Friday, January 24, 2020, 12 noon EST

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Speakers:   Jonathan Blattmachr, Esq. ,  Diana Zeydel, Esq., and Martin Shenkman, Esq.

Couldn’t leave the ranch for Heckerling?

Looking for a stray session that wandered off?

Marty Shenkman spent the week of Heckerling 20202 riding herd on all the sessions to drive home the best from the 54th Annual Heckerling Institute on Estate Planning.

Saddle-up and gather ‘round the campfire as Marty and sidekicks Jonathan Blattmachr and Diana Zeydel recount the takeaways from this year’s conference.

Count Me In, Pardner!

Course Description: Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals.  Jonathan G. Blattmachr, Esq., Diana Zeydel, Esq., and Martin Shenkman, Esq. will provide a 90-minute analysis and review of the week-long proceedings along with valuable materials summarizing this year’s Institute.

Topics include: current developments (including the SECURE Act); grantor and non-grantor trust considerations; changing residence tax and legal considerations; ethic issues in representing the modern family; Powell estate inclusion and practical steps to consider; special needs trusts; international estate planning; S corporation traps for the unwary; dynastic trust planning; silent trusts and disclosures to beneficiaries; GST tax considerations for non-GST exempt trusts; elder abuse versus independence; family foundation terminations or divisions; family governance; Section 199A; powers of appointment; IRAs and charitable giving; managing an estate planning practice, and so much more.

This presentation is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning, and the Heckerling Institute is not responsible for its content. For information about the Heckerling Institute visit www.law.miami.edu/heckerling.

Webinar Speakers:

Jonathan G. Blattmachr, Esq., InterActive Legal Founder ^

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.

Diana Zeydel, Esq., ^

Diana S.C. Zeydel is global chair of the Private Wealth Services Practice and focuses her practice on estate and tax planning for high-net-worth individuals and families, including intra-generational wealth transfer strategies and business succession planning. Her practice includes planning for United States and non-United States citizens and residents. Diana also assists clients with litigated probate, trust, and guardianship matters, and represents clients before the Internal Revenue Service in matters involving fiduciary income tax and estate, gift, and generation-skipping transfer tax controversies. She represents corporate and individual fiduciaries in connection with the administration of estates and personal and charitable trusts. Diana also assists clients in preparing prenuptial and postnuptial agreements. She has participated in numerous projects involving governmental submissions in the estate, gift, and GST tax areas and serves as an expert witness in cases involving her practice areas.

Martin M. Shenkman, Esq., InterActive Legal Advisor ^

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 40 books and more than 800 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman 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. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

CLE Credits:

InterActive Legal is not an approved Continuing Education Sponsor. 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.

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