Find Out the High Points of
The 2016 Heckerling Institute
in Just 90 Minutes!

If you’re an estate and tax planning professional, then you are already aware that the University of Miami holds one of the nation’s largest preeminent estate planning conferences each January known as “The Heckerling Institute”.  The 2016 conference just held in Orlando marked the Institute’s 50th Anniversary, something you just don’t see too often anymore!

Whether you’re an estate planning attorney, CPA, financial advisor, insurance professional or trust officer, it’s imperative that you keep up with the latest developments and strategies available for your clients.  And whether you attended the Institute or not, what better way to do this than in a 90-minute program with nationally renowned estate planning attorney and CPA, Martin M. Shenkman, J.D., CPA, MBA?

Join us and Marty for a very special review of the key “takeaways” he compiled from having attended the 2016 Heckerling Institute.

During this 90-minute program, Marty will digest the most significant issues and strategies addressed at the 2016 Institute, including, but not limited to:

  • The Shift Towards Basis Step-Up Planning (and Overlooked Ways to Obtain that Step-Up)
  • Planning for Aging Clients, Incapacity and Special Needs
  • State Law Cases that Affect Your Practice
  • Trust Planning, Design and Administration
  • Recent Developments and the Practical Implications They Have to Planning
  • Some New-fangled Techniques
  • And much, much more!

NOTE: 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.

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.

NOTICE: The content of this program and accompanying materials are to be used for informational purposes only.  Neither the Heckerling Institute nor the University of Miami represent or warrant the accuracy or completeness of the information contained in this presentation and do not endorse the content.  Moreover, the views expressed herein do not necessarily reflect the views of the Heckerling Institute or the University of Miami.  In no event will the Heckerling Institute or the University of Miami be liable for any damages that might result from any use of or reliance on this program.