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On Demand

Advanced Estate Planning: Mind Your Ps and Ss - Preferred Partnerships and Shenkman on Smaldino and SLATs

Total Credits: 3.25 CLE, 3.25 Estate & Trust Law Specialization, 3.25 Tax Law Specialization

Average Rating:
   4
Categories:
Probate & Estate Planning |  Tax Law
Faculty:
Brent W Nelson |  Martin Shenkman
Original Program Date:
Feb 16, 2022
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Description

At this virtual CLE, the Probate and Trust Section of the State Bar of Arizona will sponsor two wonderful speakers with the following topics:
 

 

  • Preferred Partnerships presented by Brent Nelson of Rimôn Law; and
  • Two topics of interest presented by Martin Shenkman of Shenkman Law: 
    • Smaldino – A review of a recent case and the implications to planning especially as to the importance of proper form and administration of planning; and
    • SLATs:  How to Administer Them; Gift Tax Returns and Income Tax Considerations.

 
Faculty
Brent Nelson, Rimôn, P.C.
Martin Shenkman, Shenkman Law
 
Chairperson
Robin Miskell, Snell & Wilmer LLP

 

Handouts

AdvancedEstatePlanningManual.pdf (2 MB) 119 Pages Available after Purchase
Wellin Malpractice Case LISI Glazier Shenkman Blattmachr Garin PDF 1_20_2022.pdf (403 KB) 50 Pages Available after Purchase
721 Investment Company Traps When Forming FLPs and LLCs Dec 1999.pdf (517 KB) 8 Pages Available after Purchase

Faculty

Brent W Nelson Related Seminars and Products

Partner

A select group of U.S. and international individuals, families and financial institutions work with Brent Nelson on their complex tax, estate planning, and family business matters. Collectively, Mr. Nelson’s clients live, invest, or have family on every inhabitable continent in the world.
 
With significant experience representing high-net-worth individuals and families, Mr. Nelson is sensitive to the unique challenges and opportunities these clients face. He creates family organizations with an eye on multi-generational continuity.  Mr. Nelson helps his clients understand, improve, and protect family structures that include trusts, business entities, private investments, charitable giving, and family governance. He is accustomed to working with high profile clients and understands that privacy and confidentiality are absolutely essential.
 
Brent is an established and respected thought leader in his field.  He hosts the popular Wealth and Law Podcast, co-edits the Arizona Estate Planning and Probate Handbook (Thomson Reuters), drafts relevant legislation, and frequently speaks and writes on estate and tax developments.  He has been elected to or served as:
 
  • Fellow, The American College of Trust and Estate Counsel (ACTEC)
  • Chair of the Probate and Trust Section of the State Bar of Arizona
  • Trust and Estate Practitioner in the Society of Trust and Estate Practitioners
  • Director of his local affiliate of the National Association of Estate Planners & Councils

Martin Shenkman Related Seminars and Products

Martin M. 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. 
Practice: Estate and tax planning, planning for closely held businesses, estate administration.
Publications: Author of 43 books and more than 1,275 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter's Kluwer) Co-Chair of Professional Advisory Board, CPA Journal, and the Matrimonial Strategist (through 2018).  Has previously served on the editorial board of many other tax, estate, and real estate publications.
Awards : |The 1994 Probate and Property Excellence in Writing Award. |Alfred C. Clapp Award presented in 2007 by the New Jersey Bar Association and the Institute for Continuing Legal Education for excellence in continuing legal education. |Worth Magazine's Top 100 Attorneys (2008). |CPA Magazine Top 50 IRS Tax Practitioners (April/May 2008). |Article "Estate Planning for Clients with Parkinson's," received the "Editor’s Choice Award" in 2008 from Practical Estate Planning Magazine. |Article "Integrating Religious Considerations into Estate and Real Estate Planning," awarded the 2008 "The Best Articles Published by the ABA." |New Jersey Super Lawyers, (20l0-20). |Book: Estate Planning for People with a Chronic Condition or Disability, nominated for the 2009 Foreword Magazine Book of the Year Award. |2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education for CPAs. |2013 Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. |Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for efforts on behalf of those living with chronic illness and disability. |Investment Adviser Magazine cover of its April 2013 issue as the lead of their "all-star lineup of tax experts." |June 2015 he delivered the Hess Memorial Lecture for the New York City Bar Association. |American Cancer Society, 2016 Professional Advisor of the Year. |National Association of Estate Planners and Councils, the “Accredited Estate Planner Designee – Top Pick” for the article “How the Tax Cuts and Jobs Act Might Change Estate Planning,” April 16, 2018. |NJCPA Volunteer Award Program, Honorable Mention distinction, 2018. |National Association of Estate Planners & Councils, “The Accredited Estate Planner Designee – Top Planning,” for the article “Trust Planning after TCJA,” co-authored with Jonathan Blattmachr, January 24, 2019. |Trusts & Estates Awards Issue, “Thought Leadership,” 2019.
Media: Frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows.
Charity/Community:  |Active in many charitable and community causes and organizations. |Founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability and which has been the subject of more than a score of articles. |Written books for the Michael J. Fox Foundation for Parkinson's Research, the National Multiple Sclerosis Society, and the COPD Foundation. |Presented more than 60 lectures around the country on this topic for professional organizations, charities, and others. More than 50 of the articles he has published have addressed planning for those facing the challenges of chronic illness and disability. |American Brain Foundation - Board of Directors, Strategic Planning Committee, and Investment Committee.
Education: |Bachelor of Science degree from Wharton School, concentration in accounting and economics. |MBA from the University of Michigan, concentration in tax and finance. |Law degree from Fordham University School of Law. |Admitted to the bar in New York , New Jersey, and Washington, D.C. |CPA in New Jersey, Michigan, and New York. |Registered Investment Adviser in New York and New Jersey.
Websites/Social Media:

Reviews

5
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Overall:      4.5

Total Reviews: 4

Comments

Chang-Soon S

"good job "

Charles W

"Very informative without being too dry"
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