CLE Course Details

The Asset Protection Planning Continuum: Practical Steps for Estate Planning Lawyers

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Price: $55
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  • Description

    As estate tax planning becomes less relevant and the repeal of the federal estate tax seems a reality, the world of estate planning is rapidly changing. In fact, what sounds like the tools for the wealthy, are becoming applicable to all. Asset Protection Trusts (APT), which maximize income tax basis on death, is especially alluring but asset planning in general should be considered and offered to any client. This CLE course will explain how asset planning is constructed to provide tools for all estate planners, even those who do not specialize in asset planning. The course will explain how to view the process as a progression from simple, less costly steps to more complex, costly elements. The course will provide strategies for aligning the process with your particular client, his circumstances and budget.

  • 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

    Alan Gassman

    Alan S. Gassman, J.D., LL.M. is a board certified estate planning and trust lawyer who practices in Clearwater, Florida. He has an LL.M. in taxation from the University of Florida, and practices in the areas of trust and estate planning, taxation, wealth preservation, and the representation of physicians and medical practices. Mr. Gassman speaks at many tax conferences, national programs and national and local webinars, including Bloomberg BNA Tax and Accounting, the Notre Dame Tax and Estate Planning Institute and at many other conferences and webinars.

    To learn more about Alan visit his website