CLE Course Details

Heckerling Highlights, Key Tips and Insights: Advice From the Experts in Uncertain Times

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Price: $55
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  • Description
    The largest and most respected estate planning conference of the year, The Heckerling Institute of Estate Planning presents developments on a global and national scale and how they may impact estate planning. This CLE course will provide a comprehensive overview of the recent developments and planning ideas presented at this year’s conference and includes a detailed summary of the conference presentations.
  • 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 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

    Sharon Klein

    Sharon Klein is president of Wilmington Trust’s New York Metro Region, responsible for overseeing all Wealth Advisory Services. Beginning her career as a trusts and estates attorney, Klein has more than two decades of experience in the wealth management industry. She is a nationally recognized speaker and author on trust and estate issues. She has presented at the Heckerling Institute on Estate Planning, the New York University Institute on Federal Taxation, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, and the Bloomberg BNA Tax Management Advisory Board. She has been featured in publications including the Wall Street Journal, New York Times, New York Law Journal, and Trusts & Estates Magazine. Klein serves as chair of the Trusts and Estates Law Section Taxation Committee of the New York State Bar Association, and Vice-Chair of the Estate & Gift Tax Committee of the American Bar Association. She is a member of New York Bankers Association Trust & Investment Division Executive Committee, The Rockefeller University Committee on Trust and Estate Gift Plans, the Estates, Gifts and Trusts Advisory Board for the Bureau of National Affairs and the Professional Advisory Council of the Anti-Defamation League. She is the immediate past chair of the Trusts, Estates and Surrogate’s Court Committee for the New York City Bar Association, and a current member of its Estate and Gift Taxation Committee. Prior to joining Wilmington Trust, Klein was managing director and head of Wealth Advisory at Lazard Wealth Management, where she led the delivery of all wealth advisory services, including trusts and estates, tax, and philanthropic planning. Prior to Lazard, she headed the Estate Advisement department at Fiduciary Trust Company International. Prior to joining Fiduciary Trust, Klein was special counsel in the Trusts & Estates Department at Rosenman & Colin (now Katten Muchin Rosenman LLP), where she began her career in 1990. She earned a Master of Laws from the Boalt Hall School of Law at the University of California, Berkeley, and received a Bachelor of Arts and a Bachelor of Laws from the University of New South Wales, Australia.