Year-End and Post-Election Planning

November 9, 2016

Hot Topic Webinar

Presented by Jonathan G. Blattmachr JD and Martin M. Shenkman

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Join Jonathan Blattmachr and Martin Shenkman for a discussion of the year-end planning strategies you should be considering for your clients, particularly in light of the proposed regulations recently released under Section 2704.   The speakers will share their best planning ideas and their thoughts on the Section 2704 changes that will affect planning going forward.  As an added bonus, we’ll review the potential impact of the 2016 Presidential and Congressional election results on tax professionals and estate planners.

Jonathan G. Blattmachr, JD, 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.

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. His most recent book is a consumer book on powers of attorney co-authored with Jonathan Blattmachr; a professional edition will be available soon. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist. 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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