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.




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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…


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.