Estate Planning Updates and Planning Nuggets January – April 2019

In their commentary, Martin Shenkman and Jonathan Blattmachr share with LISI members their outline titled “Estate Planning Updates and Planning Nuggets January – April 2019.”

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus), on the Board of the American Brain Foundation, and the American Cancer Society’s National Professional Advisor Network.

Jonathan Blattmachr is the Director of Estate Planning for the Peak Trust Company, a Director at Pioneer Wealth Partners, LLC, a wealth management firm in New York City, and is co-developer with Dallas Attorney Mike Graham of WEALTH TRANSFER PLANNING, a computer system for lawyers that offers specific client advice and automatically prepares wills, trusts, and other estate planning documents using document assembly.

Click this link to read Marty and Jonathan’s commentary:Estate Planning Updates and Planning Nuggets January – April 2019