The Essentials of Planning Before and After the Death of a Client

Price: $224 OnDemand


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Get essential strategies to stay ahead of estate planning for clients at all stages of life. Learn how to use disclaimers to maximize tax planning for your clients, ways to draft disclaimer trusts, and get a better understanding of when using portability will be a benefit for your clients and their families. Join our new program to understand the benefits and pitfalls of using disclaimers, drafting trusts to receive disclaimed assets, and the pros and cons of relying on portability.

Educational Objectives:
• Learn how to properly draft flexible credit shelter trusts
• See how to achieve discounts on asset values
• Draft credit shelter trusts to maximize their effectiveness on the death of the first dying grantor
• Discover ways to structure assets to be eligible for discounts on their value to reduce estate tax owed

Who would benefit most from attending this program?
Estate Gift and Tax Planners, Tax Attorneys, Estate Planners, Attorneys, Trust Officers, Accountants, Insurance Advisors, Wealth Management Professionals, CPAs.


Martin Shenkman, Founder, Martin M. Shenkman, PC

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD,is an attorney in private practice in Fort Lee, New Jersey, where his practice concentrates on estate and tax planning, planning for closely held businesses, and estate administration. He is the author of over 40 books and more than 800 articles.