Wouldn’t It Be Great to Get Just the High Points
of the 5 Days of the Recent Heckerling Institute
in Just 90 Minutes?

 (How about if it was FREE?)

If you’re not already aware, the University of Miami Heckerling Institute held every January is probably the pre-eminent annual estate planning conference in the country.

And whether you’re an estate planning attorney, CPA, financial advisor, insurance professional or trust officer, you need to keep up with the latest developments and strategies discussed at the conference.

We are pleased to announce that we have enlisted the help of estate planning attorney and CPA, Martin M. Shenkman, Esq., CPA, MBA to put together a FREE teleconference to do just that.

This complimentary presentation entitled, “Heckerling 2015 Nuggets”, was held on March 3, 2015Marty digested the most significant issues and strategies addressed at the 2015 Heckerling Institute in 90-minutes including:

  • The impact of President Obama’s Legislative Proposals
  • The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up)
  • The Perpetuities “Problem” (and What to Do About It)
  • Do DAPTs, NINGs, and DINGs Work?
  • The QTIP “Division” Technique
  • The Latest “Trust Protectors”
  • The Newest Grantor Trust “Twists”
  • And much, much more!

Unfortunately, you missed our complimentary teleconference presentation.  However, if you wish to be notified in the future if a similar event and resource should become available, please sign up for future notifications.


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 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.


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.


  1. Alan Stumpf

    Thank you for the information

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