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  • Description

    A family meeting is a critical aspect of a family’s success in legacy building. It is a key element to provide education and trust-building through a commitment to the process which enables interdependence and practiced group decision-making. This CLE course will explain family meetings, their importance, how they’re run and what should be addressed in order to decrease family erosion as a result of estate plans and ensure growing wealth in the process.

  • Instructor Bio

    Martin Shenkman

    Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

    To learn more about Marty visit his website http://shenkmanlaw.com


    Thomas Rogerson

    As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.

    He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next.

    Prior to starting his private practice, Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client-facing teams. He helped Wilmington integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth.

    Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.

    Tom is a much sought after international speaker on the topic of family governance, family education and family philanthropy for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.