Martin M. Shenkman CPA, MBA, PFS, AEP (distinguished), JD
Attorney, CPA, Shenkman Law
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York. His practice concentrates on estate planning. Author of 44 books and more than 1,300 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter's Kluwer) Co-Chair of Professional Advisory Board, CPA Journal, and the Matrimonial Strategist. Active in many charitable and community causes and organizations. Founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability and which has been the subject of more than a score of articles. American Brain Foundation Board, Strategic Planning Committee, and Investment Committee. Bachelor of Science degree from Wharton School, concentration in accounting and economics; MBA from the University of Michigan, concentration in tax and finance; Law degree from Fordham University School of Law. www.shenkmanlaw.com [http://www.shenkmanlaw.com] [http://www.shenkmanlaw.com/].
Appearances
Identification13DateMay 7, 2009CSpeaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law
Identification26DateJuly 21, 201510,000 people a day turn 65, 5 Million Baby Boomers retire each year, 130 million Americans are living with chronic illness. Every area of planning is affected by the aging of our client base: income tax planning, consulting, life insurance, investing, estate planning and more…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
Identification30DateJuly 21, 2015Only 3,000 estates a year will pay estate tax. What is planning like for the vast majority of clients? What relevant planning services can practitioners provide to those many clients not facing a federal estate tax? Basis step-up using a variety of techniques is part of the new planning paradigm…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
Identification30DateJuly 21, 2015Only 3,000 estates a year will pay estate tax. What is planning like for the vast majority of clients? What relevant planning services can practitioners provide to those many clients not facing a federal estate tax? Basis step-up using a variety of techniques is part of the new planning paradigm…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law
Identification26DateJuly 21, 201510,000 people a day turn 65, 5 Million Baby Boomers retire each year, 130 million Americans are living with chronic illness. Every area of planning is affected by the aging of our client base: income tax planning, consulting, life insurance, investing, estate planning and more…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law- Identification102DateMay 6, 2009B
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification22DateMay 8, 2009B
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification21DateMay 4, 2010Grand Ballroom 5, 6, 7, 9
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification207DateMay 4, 2010Grand Ballroom 2
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Director of Compliance Risk Management, PaychexMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group 
Identification20DateMay 1, 2012ASpeakers
Jackie A. Patterson, CPA, JDPartner, Buchanan & Patterson, LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLCSenior Director/Family Wealth Strategist, BNY WealthSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
Identification111DateApril 29, 2012BSpeaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law- IdentificationLB020DateMay 1, 2012
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Jackie A. Patterson, CPA, JDPartner, Buchanan & Patterson, LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLCSenior Director/Family Wealth Strategist, BNY WealthSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group - IdentificationWEB120731DateJuly 31, 2012This webinar will explain in understandable language for the sophisticated tax accountant who has only limited experience with DAPTs, BDITs, IDITs, and dynasty trusts what each type of trust is, how they differ, when each should be used and how in 2012 planning…
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law 
IdentificationWEB121018DateOctober 18, 2012This 60-minute program will explore last minute planning options that may be utilized nearer year end for clients that did not heed warnings to act sooner…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law- IdentificationWEB20121118DateNovember 18, 2012This 60-minute program will explore last minute planning options that may be utilized nearer year end for clients that did not heed warnings to act sooner…
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification9DateNovember 17, 2009
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification11DateNovember 16, 2010
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Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law - Identification12DateNovember 16, 2010
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Dan Daniels, JDPartner, Wiggin and Dana LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawSenior Director/Family Wealth Strategist, BNY WealthSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group 
Identification2DateOctober 22, 2012A distinguished panel of estate planning experts will share what they are telling their clients in these uncertain times…Speakers
Dan Daniels, JDPartner, Wiggin and Dana LLPPartner, Proskauer Rose LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLCSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
Identification4DateOctober 22, 2012There is only a few months of time left in 2012…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law
Identification3DateNovember 17, 20145 million baby boomers a year are retiring each year. Their goals are different than prior generations. The inflation adjusted estate exemption of $5 million and portability changed estate planning. Higher income taxes focus planning on basis increases. This has created a new world of planning…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
Identification3DateNovember 17, 20145 million baby boomers a year are retiring each year. Their goals are different than prior generations. The inflation adjusted estate exemption of $5 million and portability changed estate planning. Higher income taxes focus planning on basis increases. This has created a new world of planning…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law
Identification105DateMay 23, 2016An informal, interactive conversation with two nationally renowned advisers on the important tax and financial planning issues facing our elderly clients today…Speakers
Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMAWealth Adviser, Sage View Advisory GroupMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLC$79Standard Price
Identification03DateMay 24, 2016This rapid-fire session will provide a potpourri of practical and actionable income, estate and related planning nuggets for your CPA practice. Interesting planning ideas, for different types of clients, that are often overlooked or not discussed, will be covered…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
Identification15DateMay 24, 2016Pre- and post-mortem planning has been transformed by the dramatic changes in the tax planning environment…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
Identification4DateNovember 10, 2016Long-anticipated Section 2704 Proposed Regulations could have a dramatic impact on estate and tax planning by significantly restricting or eliminating valuation discounts…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST1813DateJune 12, 2018The TCJA has dramatically changed estate and trust planning. What types of trusts should CPAs recommend to help clients realize the optimal balance of income tax savings, asset protection, estate tax benefits, access to assets, divorce protection and more…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationSOP1807DateNovember 29, 2018Planning for matrimonial matters has changed dramatically as a result of the TCJA and other recent developments…Speakers
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawSenior Director/Family Wealth Strategist, BNY Wealth$49Standard Price
IdentificationSOP1809DateNovember 30, 2018TCJA has transformed trust planning. Practitioners need to help clients identify existing trusts that can be modified, improved or eliminated and how new trusts can be structured…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationSOP1812DateNovember 30, 2018Our esteemed panel will answer your questions regarding the income, estate and gift tax provisions of the Tax Cuts and Jobs Act (“TCJA”) and discuss planning strategies that are relevant for your clients now and in the future in this new environment…Speakers
Partner - National Tax, EYMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLCSenior Director/Family Wealth Strategist, BNY WealthAmy Miller, CPASenior Manager, AICPA$49Standard Price
IdentificationSOP1904DateNovember 18, 2019This session will provide a review of selected planning topics that address a wide range of issues practitioners should consider addressing with clients…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationENG2001DateJuly 21, 2020The population is aging. More than 130 million Americans are living with chronic illness. As but one example 1 in 2 men will be diagnosed with cancer during their lifetime…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2014DateJuly 21, 2020Spousal lifetime access trusts (“SLATs”) planning can provide tremendous planning benefits for many married clients. They may well be the most popular technique to plan for married clients (and others) in 2020…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2005DateJuly 20, 2020This session will offer practical and actionable guidance in a range of financial, insurance and wealth transfer and related planning topics including: how to guide clients to organize their financial and estate planning data, basic estate planning documents to ensure clients have in place now and…Speakers
National Director of Wealth Planning, Comerica BankSusan J. Bruno, CPA/PFS, CFPManaging Director, Beacon Wealth Consulting SouthMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationENG2101DateJuly 26, 2021The tax environment is fluid and what will occur is uncertain. This session will be updated up until the date of the program to provide practitioners with practical, actionable, tax planning advice that can be given to clients…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationTAX2104DateJuly 27, 2021This session will review trusts commonly used by clients such as life insurance trusts, survivorship life insurance trusts, trusts for children and grandchildren, and others…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2116DateJuly 28, 2021With many significant tax proposals being discussed in Washington it is important to integrate flexibility and unwind (re-do) options into planning…Speakers
Gerard H. Schreiber, CPAPartner, Schreiber and Schreiber CPAsMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationSOP2106DateNovember 15, 2021The income, gift, and estate tax systems face, at the time that this description is being written, incredible uncertainty. Van Hollen, Biden, Sanders, and others have put forth proposals that would dramatically change tax planning…Speaker - Virtual
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationENG2304DateJune 5, 2023This course will review creative practical planning strategies for use with a wide range of clients from very wealthy to more moderate wealth…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2313DateJune 6, 2023The estate tax exemption is scheduled to be cut by half in 2026. For married couples spousal lifetime access trusts (“SLATs”) are the go-to tool…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2323DateJune 7, 2023Once the trust is created and funded, helping assure that the client comply with the formalities of the trust (which often includes entities) are all adhered to, is critical. Improper administration of the trust will undermine the tax and asset protection benefits intended…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationEST2309DateJune 5, 2023Many clients and many CPAs themselves should be using asset protection trusts in their planning. We live in an incredibly litigious society so this type of planning is appropriate for a wide swath of clients not only surgeons…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationSOP2404DateNovember 11, 2024NEW DEVELOPMENTS AFFECTING ESTATE AND RELATED PLANNING HAVE BEEN ISSUED AT A FURIOUS PACE THAT HAS MADE ABSORBING THE CHANGES INTO PRACTICE CHALLENGING, IF NOT IMPOSSIBLE. THIS SESSION WILL REVIEW A FEW OF THE MANY RECENT DEVELOPMENTS AND HOW THEY AFFECT ESTATE AND RELATED PLANNING…Speakers
Rosy L. Lor, J.D., LL.M. TaxationManaging Director, BDO National Tax Office-Private Client Services, BDO USA, LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
IdentificationSOP2403DateNovember 11, 2024TO BE TOP .1% IN 2023, A HOUSEHOLD NEEDED A NET WORTH OF $61,827,166. HOW DOES PLANNING FOR THOSE WITH $62M AND ABOVE DIFFER FROM CLIENTS WITH LESSER WEALTH? THE RECIPROCAL TRUST DOCTRINE, DAPTS, HYBRID-DAPTS, OR SPAT SHOULD NOT BE NECESSARY…Speaker
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman Law$49Standard Price
