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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 On-Demand Roundtable

Hot Topics

Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging and Longevity

Jonathan G. Blattmachr Esq., Sandra D. Glazier Esq., Joy Matak JD LLM and Martin M. Shenkman Esq. Oct 11, 2019

This Webinar will explore various planning strategies that practitioners may employ to help clients capitalize on the estate tax environment created by the 2017 tax act.

Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites

Audrey Ehrhardt Esq. Sep 10, 2019

Do law firms fall under the ADA website accessibility and compliance rules, standards, and case law? What about small law firms? In short, the answer is YES!

Hot Topics

Catholic Estate Planning

Salvatore LaMendola Esq. and Martin M. Shenkman Esq. Jul 25, 2019

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Provisions in living wills addressing end-of-life decision making, pregnancy, and more should be considered in light of Church…

Hot Topics

Kaestner and State Income Taxation of Trusts

Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq. Jul 1, 2019

You are invited to listen to a complimentary in-depth discussion regarding the Kaestner opinion, where our three leading experts will provide explicit recommendations on structuring and administering trusts to avoid state tax on trust…

Hot Topics

Christian Estate Planning

Jonathan G. Blattmachr Esq., Pastor Chris Edmondson and Martin M. Shenkman Esq. Jun 19, 2019

Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets…

Hot Topics

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

Jeremy Belsky, Jonathan G. Blattmachr Esq. 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.

Hot Topics

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 Esq., 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 Esq. 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…

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Hot Topics

Estate Planning Roadmap 2019-2020: Planning before the 2020 Election; State Income Taxation of Trusts; Aging and Longevity

Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites

Catholic Estate Planning

Kaestner and State Income Taxation of Trusts

Christian Estate Planning

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

22nd Annual New York Trusts & Estates Conference

Customizing your System for Success

2024 NAELA Annual Conference & Pre-Programs