With the much higher estate tax exemption, you need to…

Re-Tool Your New Planning

(and Re-Write Many Old Plans)!

The drastically increased exemption ($5-34 million single, $10.68 married) has radically changed the way you should now be planning for 95% of your clients - -- those with estates under $10 million and there are two pieces of good news that accompany this change. First, the “new” planning only requires you to tweak or “re-tool” what you’re already doing. Second, once you re-purposed your old planning, you’ll have a tremendous opportunity - - to rewrite many existing plans out.

You’ll need to know:

  •  How traditional Bypass/QTIP trust planning has been turned on its head
  •  How to evaluate the trade-off of basis stepup vs. estate tax savings
  • What new provisions you should include in Bypass trusts
  • What new features you should now include in Durable Powers of Attorney and Health

Care Directives:

  •  Including overlooked planning for non-tax, religious, and health issues.
  • How Crummey powers should now be handled (or even eliminated!)
  • Why to use a multi-purpose ILIT or “MILIT” as the keystone of many estate plans
  • New and creative ways to approach planning in decoupled states
  • Non-qualified disclosures, 2519 disclosures, gifts to DAPTs and more!

Join us and Martin Shenkman, JD, CPA, MBA for a special 90-minute program, entitled “Planning for the Under $10M Estate: The New Paradigm Will Be Different than the Traditional Bypass/QTIP Planning”.

  • Program Title: Planning for the Under $10M Estate: The New Paradigm Will Be Different than the Traditional Bypass/QTIP Planning
  • Speaker:
  • Duration: 90 minutes

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.

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