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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

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All Access Pass Drafting Mini Webinars Roundtable Speaker Series

Hot Topics

Current Developments: From January to April 2019—New Ideas and More

Jeremy Belsky, Jonathan G. Blattmachr JD and Martin M. Shenkman Esq. Jun 19, 2019

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the proposed Sanders tax bill.

Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax

Martin M. Shenkman Esq. and Valentino Sabuco May 23, 2019

This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance consultants, etc.) and will address how professional advisers can educate current and prospective clients on the importance of estate,…

Hot Topics

Religion and Estate Planning

Yaser Ali Esq., Jonathan G. Blattmachr JD, Pastor Chris Edmondson and Martin M. Shenkman Esq. May 21, 2019

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s values and convictions, and in many cases, his or her…

Hot Topics

Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

Barron Henley Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Mar 7, 2019

The program will feature technology expert Ben Schorr, the author of Microsoft Office 365 for Lawyers, Barron K. Henley, Esq. a partner in Affinity Consulting, and practicing lawyers, Martin Shenkman, Esq., Mary E. Vandenack, Esq., who will…

Hot Topics

Heckerling Review

Jonathan G. Blattmachr JD and Martin M. Shenkman Esq. Feb 14, 2019

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. This year’s…

Hot Topics

Using Tech to Improve and Grow Your Estate Planning Practice

Betsy Ehrenberg, Vanessa L. Kanaga Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Jan 29, 2019

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other…

Hot Topics

How to Protect Your Law Practice Against Emerging Cyber Security Threats

Audrey Ehrhardt Esq. Nov 7, 2018

When it comes to cyber security, there is a tremendous emphasis on protecting your clients’ confidential and financial information. What this emphasis doesn’t address, however, is the question of who is protecting you and your firm?

Hot Topics

Section 199A Proposed Regulations: A First Look

Jonathan G. Blattmachr JD, Alan S. Gassman Esq. and Martin M. Shenkman Esq. Aug 9, 2018

Proposed regulations regarding Internal Revenue Code 199A have been submitted to the Office of the Federal Register (OFR) for publication and are currently pending placement on public display at the OFR and publication in the Federal…

Hot Topics

Estate Planning Retainer Agreements/Engagement Letters

Martin M. Shenkman Esq. and Sandra D. Glazier Esq. Jul 12, 2018

Retainer agreements are critical to establish and document the understanding the practitioner has with the client. What should practitioners consider including in a retainer agreement?

Hot Topics

Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

Jonathan G. Blattmachr JD, Martin M. Shenkman Esq. and Abigail E. O'Connor, JD Mar 26, 2018

This webinar will explain why, with such high temporary estate tax exemptions, Domestic Asset Protection Trusts (“DAPTs”) are a vital planning tool for many clients and how DAPTs can be used to increase the early use of the exemptions.

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Hot Topics

Current Developments: From January to April 2019—New Ideas and More

Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax

Religion and Estate Planning

Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

Heckerling Review

Using Tech to Improve and Grow Your Estate Planning Practice

How to Protect Your Law Practice Against Emerging Cyber Security Threats

Section 199A Proposed Regulations: A First Look

Estate Planning Retainer Agreements/Engagement Letters

Domestic Asset Protection Trusts Remain an Important Planning Tool After Recent Wacker Decision

Special Needs Alliance 2025 Annual Spring Meeting

Stuck in the Middle: The Ethics of Representing Couples in Estate Planning

Subscriber Drafting Webinar: Which Trust Form Should I Use?