Are You Aware of the Latest Important
Estate Planning Developments You Need to Know?

We’ve Brought in the Nation’s Leading Experts to Weigh-In!


With all of the looming economic uncertainty, it is more important than ever for estate planners to stay on top of the most critical developments in estate planning now more than ever before. However, the whirlwind of developments has made that challenging. Plus, many estate planning professionals are too busy with the day-to-day grind of meeting with and working on client matters to have to research and navigate all of these changes on their own.

This is why we’ve brought in the nation’s two leading experts, Robert S. Keebler, CPA/MST, AEP (Distinguished), CGMA, and Martin M. Shenkman, J.D., CPA, MBA, for a special and timely presentation entitled, “Current Important Developments in Estate Planning (May/June 2022)”.

During this 101-minute presentation, Bob and Marty will cover:

  • The planning implications from the Smaldino tax court case
  • The opportunities available thanks to the Split-Dollar Life Insurance Levine case
  • The lessons to be learned from the Valuation Adjustment Nelson case
  • How CCA 202152018 impacts the administration of GRATs
  • An overview of President Biden’s Greenbook Budget Proposal
  • The malpractice consequences we can all takeaway from the Wellin case
  • Estate Planning Alphabet Soup – SLATs, SPATs, DAPTs, and Hybrid DAPTs
  • Exceptions every estate planner needs to know about from the Anti-Clawback Regs
  • And much more!

How long would it take you to research all of these issues and pull out all of the key takeaways from each of these?  Instead, have the experts do it for you in one, consolidated, practical and “what you need to know” presentation!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



Martin M. Shenkman

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…

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…


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.