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Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

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All Access Pass Drafting Mini Webinars On-Demand Roundtable

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Are You a Sitting Duck in Your Law Practice? An In-Depth Look at ADA Accessible Websites

Audrey Ehrhardt Esq. Sep 10, 2019

Do law firms fall under the ADA website accessibility and compliance rules, standards, and case law? What about small law firms? In short, the answer is YES!

Catholic Estate Planning

Salvatore LaMendola Esq. and Martin M. Shenkman Esq. Jul 25, 2019

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Provisions in living wills addressing end-of-life decision making, pregnancy, and more should be considered in light of Church…

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Kaestner and State Income Taxation of Trusts

Jonathan G. Blattmachr Esq., Professor Mitchell M. Gans and Martin M. Shenkman Esq. Jul 1, 2019

You are invited to listen to a complimentary in-depth discussion regarding the Kaestner opinion, where our three leading experts will provide explicit recommendations on structuring and administering trusts to avoid state tax on trust…

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Christian Estate Planning

Jonathan G. Blattmachr Esq., Pastor Chris Edmondson and Martin M. Shenkman Esq. Jun 19, 2019

Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Christian concept of stewardship over assets…

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Current Developments: From January to April 2019—New Ideas and More

Jeremy Belsky, Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Jun 19, 2019

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the proposed Sanders tax bill.

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Building Your Estate Planning Practice: Marketing Services to Clients Not Paying Estate Tax

Martin M. Shenkman Esq. and Valentino Sabuco May 23, 2019

This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance consultants, etc.) and will address how professional advisers can educate current and prospective clients on the importance of estate,…

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Religion and Estate Planning

Yaser Ali Esq., Jonathan G. Blattmachr Esq., Pastor Chris Edmondson and Martin M. Shenkman Esq. May 21, 2019

Planning a client’s estate involves more than just the transfer of wealth. To draft a customized plan that achieves a client’s unique goals requires an understanding of the client’s values and convictions, and in many cases, his or her…

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Using Tech to Improve and Grow Your Estate Planning Practice – Part 2

Barron Henley Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Mar 7, 2019

The program will feature technology expert Ben Schorr, the author of Microsoft Office 365 for Lawyers, Barron K. Henley, Esq. a partner in Affinity Consulting, and practicing lawyers, Martin Shenkman, Esq., Mary E. Vandenack, Esq., who will…

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Heckerling Review

Jonathan G. Blattmachr Esq. and Martin M. Shenkman Esq. Feb 14, 2019

Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. This year’s…

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Using Tech to Improve and Grow Your Estate Planning Practice

Betsy Ehrenberg, Vanessa L. Kanaga Esq., Martin M. Shenkman Esq. and Mary E. Vandenack Esq. Jan 29, 2019

Technology can transform how practitioners provide estate planning services, and even provide new services to offer. Some technologies are already commonly used but might be applied in new ways to make practice more efficient. Other…

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