Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax & Estate Planning Institute

The Notre Dame Tax & Estate Planning Institute will be broadcast virtually in October. This webinar will give practitioners a preview of some of the many topics to be addressed at this year’s Institute.

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Jerome M. Hesch Esq., Miami, Florida serves as an income tax and estate planning consultant for lawyers and other tax planning professionals throughout the country. He is Special Tax Counsel to Meltzer, Lippe, Goldstein & Breitstone, LLP in Mineola, NY, Dorot & Bensimon, PA in Aventura, FL, The Jeffrey M. Verdon Law Group in Newport Beach, California, and Oshins & Associates in Las Vegas, Nevada.

He is the Director of the Notre Dame Tax and Estate Planning Institute, scheduled next year for October 29 and 30, 2020 in South Bend, Indiana, on the Tax Management Advisory Board, and a Fellow of both the American College of Trusts and Estates Council and the American College of Tax Council. He was elected to the NAEPC Estate Planning Hall of Fame. An accomplished author, he has published numerous articles, Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its fourth edition.

N. Todd Angkatavanich is a Principal in Ernst & Young LLP’s National Tax Department, where he serves in the Private Client Services practice. He formerly served as Co-Head of the U.S. Private Client & Tax Group at the international private client law firm Withers Bergman, LLP. Todd is a Fellow of the American College of Trust and Estate Counsel, is a Fellow of the American Bar Foundation and is a member of the Society of Trusts & Estates Practitioners. Todd has published articles in publications such as Trusts & Estates, ACTEC Law Journal, Estate Planning, BNA Tax Management, Probate & Property, STEP Journal, and other publications. He serves as Chair of the Advisory Board for BNA/Tax Management Estates, Gifts and Trusts as well as a member of the Editorial Advisory Board of Trusts & Estates magazine. Todd is co-author of BNA/Tax Management Portfolio No. 875, entitled “Wealth Planning with Hedge Fund and Private Equity Fund Interests.”

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

Christopher J. Denicolo is a partner in the Clearwater, Florida firm of Gassman, Crotty, and Denicolo, PA.  He specializes in estate planning and business planning, and is a contributing author for Leimberg Information Services (LISI).  Chris is a frequent writer and speaker on estate planning topics, and recently was a panelist on retirement benefits planning for Leimberg Webinar Services.  He has an LLM in estate planning from University of Miami, and received his JD from Stetson University College of Law.

Alan S. Gassman is the founder of the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which focuses on the representation of high net worth families, physicians and business owners, and their companies in estate planning, taxation, and business and personal asset structuring.

Mr. Gassman is the lead author on Bloomberg BNA’s Estate Tax Planning in 2011 and 2012, Gassman and Markham on Florida and Federal Asset Protection Law, Florida Law for Tax, Business & Financial Planning Advisors, Eight Steps to a Proper Florida Trust and Estate Plan, A Practical Guide to Kickback & Self-Referral Laws for Florida Physicians, The Florida Power of Attorney & Incapacity Planning Guide, The Florida Advisor’s Guide To Counseling Same Sex Couples, and a co-author of the recently published Legal Guide To NFA Firearms and Gun Trusts, among others.

Mr. Gassman is a frequent speaker for continuing education programs, and has published well over 200 peer reviewed articles with publications such as Bloomberg BNA Tax & Accounting, Trusts and Estates Magazine, Estate Planning Magazine, The Florida Bar Journal, and Leimberg Estate Planning Network (LISI).  He is also a past President of the Pinellas County Estate Planning Council and has co-chaired two annual Florida Bar programs for over fifteen years: Wealth Protection and Representing the Physician.

Mr. Gassman holds a law degree and a Masters of Law degree (LL.M.) in Taxation from the University of Florida, and a business degree from Rollins College.  Mr. Gassman is board certified by the Florida Bar Association in Estate Planning and Trust Law, has the Accredited Estate Planner designation from the National Association of Estate Planners & Council, has maintained an AV rating from the Martindale-Hubbell for over 20 years and is listed in both Best Lawyers in America and Florida Super Lawyers.

Sandra D. Glazier is an equity shareholder with Lipson Neilson P.C. in its Bloomfield Hills, Michigan law firm office. Glazier concentrates her practice in the areas of family law; probate litigation; estate planning; and, probate and trust administration. She has served as a mediator, arbitrator and guardian ad litem in family court and probate cases. With over 38 years of experience, she has handled a multitude of complex cases. In the probate litigation arena, Glazier has represented parties in some of the largest estates subjected to litigation in Michigan. Her experience includes, but is not limited to, complex litigation relating to claims of breach of fiduciary duty, will and trust contests, and claims of undue influence or lack of capacity.

Sandy has presented on estate planning and probate litigation issues at Bloomberg BNA Estate and Gift Tax Advisory Board, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, ABA, WealthManagement.com., Institute for Continuing Legal Education (ICLE), OCBA, STEP-Orange County, Johns Hopkins All Children’s Hospital Annual Estate, Tax, Legal & Financial Planning Seminar and Wilmington Trust’s New York Trust Symposium.  She is the author of Electronic Wills: Revolution, Evolution, or Devolution, Tax Management Estates, Gifts and Trusts Journal, Bloomberg Tax.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City.  His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.  Mr. Shenkman is an author of over 40 books and more than 800 articles.  He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal.  He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.  Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.  Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

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