CLE Course Details

Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas - Part 1

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Price: $55
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  • Description

    The Tax Cuts and Jobs Act dramatically overhauled the tax rules across the board. A sweeping bill that impacts business and personal taxes and affects every aspect of estate planning including: • asset protection • charitable giving • choice of entity • itemized deduction planning • trust income tax planning • trust structure (grantor vs. non-grantor, ING, SLAT, DAPT)

    With this new bill, President Trump has introduced not only the most sweeping changes since the tax bill of 1986, but did it so speedily that it raises tons of questions and legislative issues. This CLE program will explain the provisions of the act and how it will impact estate planning. The program will emphasize issues of estate and transfer tax planning as well as tax planning for individuals. With this new bill, President Trump has introduced not only the most sweeping changes since the tax bill of 1986, but did it so speedily that it raises tons of questions and legislative issues. This CLE program will explain the provisions of the act and how it will impact estate planning. The program will emphasize issues of estate and transfer tax planning as well as tax planning for individuals.

  • 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


    Jonathan Blattmachr

    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 five books and more than 400 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.


    Joy Matak

    Joy Matak is a tax director at CohnReznick and Co-Leader of the Firm’s Trusts and Estates practice. She has more than 18 years of experience as a wealth transfer strategist with an extensive background in providing tax services to multi-generational wealth families, owners of closely-held businesses, and high net-worth individuals and their trusts and estates.

    Joy provides clients with diverse wealth transfer strategy planning to accomplish estate planning and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates, as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

    Prior to joining CohnReznick, Joy was a senior tax manager at a Top 20 accounting firm. Early in her career, she was a principal in a Virginia-based law firm and also worked as a senior associate in the growing trusts and estates groups of one of the leading commercial law firms in New Jersey. Joy has spoken for the Greater Middlesex/Somerset Estate Planning Council and published articles for the Hudson County Business Journal and Tax Management Estates, Gifts and Trusts Journal on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning.