Seminar Materials


December 14th, 2011
Seminar held by ICLE in Fairfield, New Jersey.
ICLE Elder Law College Seminar audio 38 min Martin M. Shenkman

November 7th, 2011
Seminar Held at the Crowne Plaza in Fairfield, New Jersey.
Estate Planning and Matrimonial Considerations audio 150 min Martin M. Shenkman, Esq.

September 27th, 2011
Speech given at the Sidney Kess 42nd Annual New York Estate, Tax & Financial Planning Conference in New York City
Gift Tax Returns audio 42 min Martin M. Shenkman

August 16th, 2011
Seminar held at Bergen Community College.
Matrimonial and Estate Planning Issues audio 45 min Martin M. Shenkman
Matrimonial and Estate Planning Issues audio min
Matrimonial and Estate Planning Issues audio 82 min Maritn M. Shenkman

July 12th, 2011
Seminar held at Bergen Community College in Paramus NJ
Succession Planning for the Closely Held Business audio 79 min Martin M. Shenkman

July 11th, 2011
Seminar held by the ABA in New York, NY
20 Tips for Drafting Estate Planning Documents audio 101 min Seminar held by the ABA in New York, NY.
Case Studies in Drafting Estate Documents audio 60 min Martin M. Shenkman
Case Studies in Drafting Estate Documents audio min

June 14th, 2011
Seminar held at Bergen Community College on June 14, 2011.
FLP and LLC Planning audio 69 min Martin M. Shenkman
Fraud Protection audio 82 min Lawrence Horn and Richard Sapinski

May 10th, 2011
Seminar held at Bergen Community College
Gift Tax Return Basics audio 74 min Martin M. Shenkman
Gift Tax Returns Tips and Techniques audio 67 min Martin M. Shenkman
Gift Tax Returns and Dynasty Trust Planning audio 46 min Martin M. Shenkman

February 3rd, 2011
Seminar held at the Yale Club in New York City.
Estate Planning After the 2010 Tax Act: Practical Planning Ideas audio 66 min Martin M. Shenkman

December 7th, 2010
Held at Bergen Community College.
Tax and Estate Planning Tips and Techniques Part 3 audio 67 min Martin M. Shenkman.
Tax and Estate Planning Tips and Techniques Part 2 audio 62 min Martin M. Shenkman.
Tax and Estate Planning Tips and Techniques Part 1 audio 0 min Martin M. Shenkman.

November 18th, 2010
Seminar held at the Sheraton Raritan Center in Edison, New Jersey.
Hot Tips in Taxation audio 10 min Martin M. Shenkman.

October 22nd, 2010
Chronic Illness Planning Seminar audio 70 min Martin Shenkman

October 12th, 2010
Seminar Held at Bergen Community College in Paramus, NJ. Part 1 of 3
Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 1 audio 77 min Martin M. Shenkman
Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 2 audio 27 min Martin M. Shenkman
Income Tax Issues and Planning Opportunities for Clients with Disabilities Part 3 audio 55 min Martin M. Shenkman
Carryover Basis and Probate audio 77 min Martin M Shenkman

September 20th, 2010
Held at Bergen Community College.
FLPs, LLCs: Planning for 2010-2011 Using GRATs Gifts and Note Sales audio 147 min
FLP's-Update and Planning audio 147 min Martin M. Shenkman.

July 27th, 2010
Seminar given at Bergen Community College in Paramus, NJ
Income Taxation of Trusts audio 157 min Martin M. Shenkman of Martin M. Shenkman, P.C. & Donald Scheier of Withum Smith & Brown.

May 26th, 2010
Seminar given at Bergen Community College in Paramus, NJ
Estate and General Tax Update audio 175 min

May 10th, 2010
Chronic Illness Planning for Attorneys; Comparison of Planning for Multiple Sclerosis and Parkinson’s disease audio 71 min
CPA’s Role in Planning for Chronic Illness audio 46 min

May 3rd, 2010
Conference on Tax Strategies for the High-Income Individuals
May 2010 Update on Recent Tax Legislation Including The 3.8% Medicare Tax on Investment Income audio 56 min
Chronic Illness Planning – The CPA’s Role audio 45 min

February 22nd, 2010
Online National Teleconference held by Lorman Educational Services on Feb 22, 2010
Responding to the Estate Tax Repeal audio 85 min

February 18th, 2010
Seminar given on Feb 18, 2010 at J.H. Cohn LLP in Roseland, NJ
Review of 44th Annual Heckerling Institute on Estate Planning at J.H. Cohn audio 90 min

February 9th, 2010
Seminar Given at Bergen Community College in Paramus, NJ
Review of 44th Annual Heckerling Institute on Estate Planning (pt2) audio 91 min
Review of 44th Annual Heckerling Institute on Estate Planning (pt1) audio 73 min

January 19th, 2010
Seminar given at The Penn Club of New York City.
2010 Estate Tax Repeal audio 58 min

December 15th, 2009
Seminar given at the Glenpointe Marriot in Teaneck, NJ
Estate and Financial Planning for those Living with Chronic Illness or Disability pt1 audio 30 min Martin M. Shenkman & Mark A. Cortazzo of Macro Consulting Group
Estate and Financial Planning for those Living with Chronic Illness or Disability pt2 audio 27 min Martin M. Shenkman & Mark A. Cortazzo of Macro Consulting Group
Estate and Financial Planning for those Living with Chronic Illness or Disability pt3 audio 19 min Martin M. Shenkman & Mark A. Cortazzo of Macro Consulting Group
Estate and Financial Planning for those Living with Chronic Illness or Disability pt4 audio 17 min Martin M. Shenkman & Mark A. Cortazzo of Macro Consulting Group
Estate and Financial Planning for those Living with Chronic Illness or Disability pt5 audio 16 min Martin M. Shenkman & Mark A. Cortazzo of Macro Consulting Group

December 2nd, 2009
Seminar Given at BNY Mellon Wealth Management in New York
Income Tax Issues for Elder Home Owning audio 17 min
Split Dollar audio 60 min

November 19th, 2009
Seminar for the New York State Bar at the The Westin in Times Square, New York
Chronic Illness Planning Agenda audio 47 min

November 17th, 2009
Seminar given for AICPA at the New York Marriot Hotel
Sophisticated Tax Planning For Your Wealthy Clients audio 51 min

November 10th, 2009
Recorded at Pines Manor in Edison, NJ
Tax Practices and Procedures Conference audio 55 min

November 1st, 2009
Recorded in Danbury, CT
Paul Valeri Webisode audio 12 min Martin M. Shenkman and Paul Valeri of Falciglia & Valeri Construction, LLC

October 21st, 2009
Given at the office of Martin M. Shenkman, P.C. in Paramus, NJ
CCH Luncheon audio 106 min

October 20th, 2009
Given for the NJICLE at the Renaissance Woodbridge Hotel in Iselin, NJ
Trust Drafting Bootcamp Part 1 audio 133 min
Trust Drafting Bootcamp Part 2 audio 145 min

September 30th, 2009
Planning for the Chronically Ill audio 66 min

September 9th, 2009
Seminar for the UJA at the Hilton Hotel in New York, New York
Insurance and Family Business Succession audio 42 min

June 18th, 2009
Recorded for the Weizman Institute at the Glenpointe Marriot in Teaneck, NJ
Charitable Planning During Economic Turmoil audio 154 min Martin M. Shenkman and James M. Garland, J.D. of the American Committee for the Weizman Institute of Science

June 1st, 2009
Split Dollar Life Insurance audio 39 min

March 24th, 2009
Life Insurance Trusts - Part 1 audio 3 min
Life Insurance Trusts - Part 2 audio 108 min

March 17th, 2009
LLC Drafting and Planning: Part 1: Planning and Review NJ Statue audio 129 min
LLC Drafting and Planning: Part 2.1: Tax and Ancillary Planning audio 65 min
LLC Drafting and Planning: Part 2.2: Tax and Ancillary Planning audio 28 min
LLC Drafting and Planning: Part 3: Drafting Documents audio 98 min

February 24th, 2009
Drafting Basic Estate Plan Documents - Part 1 audio 76 min
Drafting Basic Estate Plan Documents - Part 2 audio 103 min

February 11th, 2009
Heckerling Seminar Part 1 audio 106 min
Heckerling Seminar Part 2 audio 106 min

November 14th, 2008
Introduction to Real Estate, Income, Gift, and Estate planning audio 12 min
Charitable Giving During Economic Adversity audio 7 min
Depreciation Planning: Component Depreciation audio 49 min
Real Estate Appraisals audio 39 min Ronald M. Gold, ASA of Marshall & Swift
Discounts of Valuing Entities audio 45 min Joseph Shannon, CPA/ABV of Sax Macy Fromm & Co., P.C.
Real Estate Cost Segregation Studies audio 29 min David A. Grant, CPA of J.H. Cohn, LLP

October 8th, 2008
Captive Insurance audio 159 min Lawrence Lipoff of Lipoff Global Advisors
Recent Economic Developments audio 19 min
Estate Planning for Real Estate Developers & Owners audio 138 min

September 26th, 2008
Life Cycles of a Family Business audio 80 min
Short Term's Rolling GRAT's and Cascading Grantor Retained Annuity Trusts audio 13 min Martin Shenkman & Joseph P. Hanson of Lenox Advisors, Inc.
Investment Update September 2008 audio 17 min Martin Shenkman & Joseph P. Hanson of Lenox Advisors, Inc.
Longterm Care Insurance audio 83 min Martin Shenkman & Joseph P. Hanson of Lenox Advisors
Disability Insurance audio 31 min Martin Shenkman & Joseph P. Hanson of Lenox Advisors

September 19th, 2008
Health Issues & Estate Planning: Competency, HIPAA, Chronic Illness audio 40 min
Asset Protection Planning: How CPA’s can help there clients audio 96 min

September 11th, 2008
Drafting Business Documents: Choice of Entity (Part 1) audio 64 min Martin Shenkman and Stuart Pachman of WolfBlock, LLP
Drafting Business Documents: Choice of Entity (Part 2) audio 7 min Martin Shenkman and Stuart Pachman of WolfBlock, LLP
Drafting Business Documents: Choice of Entity (Part 3) audio 95 min Martin Shenkman and Stuart Pachman of WolfBlock, LLP
Valuation in Divorce audio 49 min Kalman Barson of The Barson Group
Divorce Planning audio 56 min John E. Finnerty of Finnery, Canda & Drisgula, P.C.
Life Insurance & Trust Owned Life Insurance audio 14 min John P. Canavan of TOLI Financial Services, LLC
Financial Planning of Divorce audio 23 min Ken Secemski of Merrill Lynch – Private Client Group

August 13th, 2008
How to Operate FLP/FLC (Part 1) audio 56 min
How to Operate FLP/FLC (Part 2) audio 33 min
How to Operate FLP/FLC (Part 3) audio 83 min
Family Limited Partnership Planning audio 70 min Ira Herman of J.H. Cohn, LLP
Discussion and Review of Holman & Commissioner 30TCNO12 audio 46 min
Planning for FLP Estate Tax Audit audio 28 min Frank Agostino, Esq. of Calo Agostino

June 5th, 2008
FLP & LLC Formation: The Investment Company Trap audio 68 min

May 23rd, 2008
Succession Planning Seminar: Buy-sell agreements audio 61 min

May 20th, 2008
Overview Corporate Planning audio 83 min
Succession planning for the closely held business. Presented by Edward B. Pennfield audio 31 min
Insurance Planning. Presented by Dr. Lee Slavutin of Stern Slavutin 2 Inc. audio 24 min

May 19th, 2008
Planning Checklist for CPA’s audio 42 min

April 9th, 2008
Key Issues in Estate Planning for Small Business Owners audio 23 min

March 24th, 2008
Real Estate and Estate Planning audio 101 min

February 28th, 2008
Planning considerations for second and later marriages audio 9 min
Planning for newly weds audio 4 min
Planning for children audio 19 min
Succession planning for attorneys audio 13 min
Competency audio 22 min
Data Gathering; Family Tree; Balance Sheet; Organizer audio 42 min
Insurance Trusts audio 129 min
Durable Powers of Attorney audio 46 min
Health crea related documents audio 31 min
Bypass Trusts audio 10 min

November 12th, 2007
Retirement Planning handout 18 pages Martin M. Shenkman and Peter Tuttman, Esq.

October 26th, 2007
Presented at the National Multiple Sclerosis Society annual convention, Dallas, Texas.
Overview of Charitable planning for Planned Giving Professionals, with an emphasis on Multiple Sclerosis audio 18 min
Estate Planning for those with Multiple Sclerosis audio 53 min

October 9th, 2007
Practical issues affecting New Jersey audio 5 min Marlyn Friedberg of Friedberg Properties, Inc.
A Practitioner's guide to home ownership: legal, tax, and estate planning tips, and more audio 91 min
Revocable Trusts Planning Tip audio 23 min
Miscellaneous q & a's for CPAs audio 20 min

September 11th, 2007
419 Welfare Benefit Plans. audio 55 min David Neufeld, Esq.
Succession Planning for Professional Practices audio 39 min Gary Greenbaum, CFP, CFA, and Tom Orecchio of Greenbaum and Orecchio, Inc.
Succession Planning for Medical Practices audio 40 min Steven Antico, Esq. of Garfunkel, Wild & Travis, P.C.

June 21st, 2007
Asset Protection Planning: A Balance Sheet Approach audio 92 min

June 12th, 2007
Grantor Trusts: Income tax planning, and their use in gift & estate planning audio 141 min

May 8th, 2007
Pet Trusts, Pet Planning, Animal Care Agreements audio 41 min
Powers of Attorney - Hot Powers to Consider audio 4 min
Malpractice Planning for Estate Planners audio 43 min
Business Succession Planning audio 5 min
Grantor Retained Annutiny Trusts (GRATs) audio 50 min

May 7th, 2007
Buying into a medical practice audio 23 min Steven R. Antico, Esq. Partner in Garfunkel, Wild & Travis, P.C. Hackensack, New Jersey

May 1st, 2007
Succession Planning for Professinoal Practices audio 101 min
Homeownership: Many ways to own a home and the legal, tax, and financial implications of each audio 96 min

December 19th, 2006
Trust Situs audio 27 min
Prudent Investor Act audio 36 min
Trustee Duties audio 10 min
Social and Religious Investment Standards by Trust audio 13 min
Principal and Income Act audio 8 min
Crummey Power audio 22 min
S Corporations - QSST, ESBT audio 12 min
Trusts Owning LLCs audio 10 min
Gift Tax Planning & Trusts audio 8 min
Children's Trusts audio 10 min
Insurance Trusts audio 67 min
Planning for 2nd Spouses audio 4 min
Revocable Living Trusts audio 6 min

November 17th, 2006
NYS Bar: Succession Planning For Professional Practices audio 55 min

November 15th, 2006
Trust Situs: Presentation to New Jersey State Society of CPAs Roseland, New Jersey audio 111 min

October 25th, 2006
Older Investors Focused on CDs and Bonds audio 27 min Dr. Charles Lieberman and Martin M. Shenkman
College Funding Options: Investment Considerations audio 11 min Dr. Charles Lieberman and Martin M. Shenkman
Probate: What Every Executor Should Know about Investing audio 30 min Dr. Charles Lieberman and Martin M. Shenkman
Grantor Retained Annuity Trust (GRAT) Investment Planning audio 40 min Dr. Charles Lieberman and Martin M. Shenkman
Post-Divorce Investment Planning audio 40 min Dr. Charles Lieberman and Martin M. Shenkman

October 18th, 2006
Physician Asset Protection Planning audio 63 min

October 17th, 2006
Living Wills and Health Care Proxies: Practical Planning audio 44 min

September 28th, 2006
CPA's role in LLC planning audio 52 min
Religion and Estate Planning audio 50 min

September 27th, 2006
LLCs: Accountants Role in Review of LLCs handout 80 pages

September 20th, 2006
UJA Practical Ideas for LLC Planning audio 53 min

August 24th, 2006
LLC Planning: The Accountants Role In audio 64 min

July 25th, 2006
Power of Attorney audio 43 min
Annual Review audio 111 min
Power of Attorney handout 19 pages

June 7th, 2006
Religion and Estate Planning handout 85 pages

May 24th, 2006
Malpractice: Estate - Complaint Sample handout 13 pages
Malpractice Expert Report: Dental Practice handout 15 pages

May 11th, 2006
Planning for Personal Residences audio 80 min