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Are you prepared for the Corporate Transparency Act?

November 20, 2023 @ 4:00 pm 5:30 pm EST

Jonathan G. Blattmachr Esq., Abigail E. O'Connor Esq. and Martin M. Shenkman Esq.

Webinar Description

This course will review the highlights, requirements, and framework to understand and address the Corporate Transparency Act (“CTA”), but it will go much deeper than just summarizing the new rules. This program will provide practical step-by-step strategies for communicating with clients about the CTA. The CTA becomes effective January 1, 2024. But you need to act NOW before the end of 2023 to help your clients. 

This program will discuss actions that clients should start taking now.

  • How should practitioners inform and train staff about the CTA?
  • How does the CTA impact client decisions?
  • What options might practitioners consider for how much involvement with CTA filing requirements their practices should have?
  • How should practitioners gear up (or not) for the CTA?

The program will also address many of the ambiguities and uncertainties that may not be addressed before the CTA effective date. 

  • What risks do clients and advisors have with CTA filings?
  • How might that risk be reduced?
  • Practical strategies that can be used to increase client secrecy in legally compliant ways will be explored. 

Continuing Education Credits

InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

Webinar Sponsors

InterActive Legal
Shenkman Law Logo

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.

Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics.

Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.

O'Connor, Abigail

Abigail O’Connor is a trust and estates attorney in private practice in Anchorage, Alaska. Her practice focuses on estate planning and trust administration. She is a Fellow of the American College of Trust and Estate Counsel, Vice President of the Alaska Trust and Estate Professionals, Member of the Executive Board of the Estate Planning and Probate Section of the Alaska Bar Association, and Past President of the Anchorage Estate Planning Council.

Martin Shenkman

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 42 books and more than 1,000 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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