Increase Your Estate Administration
Revenue &#45 &#45 Even with
Under $5 Million Estates!
 

With the current $5.12 million estate tax exemption, many practitioners are assuming there is little post-mortem planning that their clients need any more.  WRONG!

There are still estate tax related issues, as well as numerous income tax, business planning and life insurance planning issues commonly being overlooked that could generate more fee revenue to you, if you properly address them.

For example, you need to know…

  • The practical “nuts and bolts” of dealing with “portability” (and how to avoid the major malpractice traps)
  • The various key income tax considerations for decedents’ estates, such as IRD, basis step-up, continuing grantor trust status and 754 elections (just to name a few)
  • The subtle and varied issues relating to business entities (S Corps, LLCs, FLPs), including the impact of any operating or buy-sell agreements
  • How life insurance should be optimally used and the proper role of “Graegin” loans
  • And much more!
  • Program Title: Post-Mortem Estate Planning in 2012
  • Speaker:
  • Duration: 90 minutes

Martin M. Shenkman

J.D., CPA, MBA
Martin M. Shenkman

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance.
Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous television and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network.

Mr. Shenkman is a prolific author, having published thirty-four books and more than seven hundred articles. Mr. Shenkman has served as contributing editor to a host of publications, including: New Jersey Lawyer, The Journal of Real Estate Finance, Real Estate Insight, Commercial Leasing Law & Strategy, The Journal of Accountancy, Real Estate Accounting and Taxation, Shopping Centers Today, and others.

Mr Shenkman is active in numerous charitable organizations, sitting on many boards and planned giving committees and lectures regularly for these and other organizations.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.