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Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024


In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management professionals.

Expect to come away from this important program with current, practical planning tips and ideas that will enable you to deliver valuable guidance to your high-net-worth as well as your more modest clients. Given the current unpredictable economic and legal environment it is critical that advisors stay up-to-date on all developments. 

Webinar Sponsored by



Continuing Education & Additional information are provided below.

Tuesday, February 27, 2024

12:00 - 1:00 pm eastern


Registration Fee*


Live Event:

FREE for Members and Non-Members


CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification (PACE) Credit: $5


*Registration Fee includes live webinar, presentation material/slides, and access to the archived program

Program Overview

February 27th | 12-1 pm eastern

Our agenda of topics to be addressed may include:

  • Practical Tools for Every Planner—grantor retained annuity trusts, estate administration, retirement benefits planning, life insurance policy valuation
  • Planning with Trusts—maximizing benefit and minimizing risk of GRATS, review of fiduciary issues
  • Business and Financial Assets—Corporate Transparency Act, family office, rules under Chapter 14
  • Litigation—estate and gift tax audits and litigation, IRS tax penalties
  • Charitable Giving and Philanthropy—planning with conservation easements, ESG investing
  • International Planning—foreign vs. domestic trusts, foreign grantor and nongrantor trusts
  • Ethics, Technology, Diversity, and Elimination of Bias



Marty Shenkman, JD, CPA, MBA, PFS, AEP

Shenkman Law


Shenkman Law

Marty Shenkman, JD, CPA, MBA, PFS, AEP

Martin M. Shenkman, JD, CPA, MBA, PFS, AEP (Distinguished) is an attorney in private practice in Fort Lee, New Jersey and New York City, New York with Shenkman Law. His practice is focused on estate and tax planning, planning for closely held businesses, and estate administration.

He is a frequent source for numerous national publications and guest expert appearances on major financial and other television and radio shows. He is the author of 43 books and more than 1,000 articles and is an editorial Board Member of Trusts & Estates Magazine and CCH (Wolter's Kluwer) and has previously served on the editorial board of many other tax, estate and real estate publications.

Marty is the recipient of numerous industry awards. He is active in many charitable and community causes and organizations. He founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability and which has been the subject of more than a score of articles. He has written books for the Michael J. Fox Foundation for Parkinson's Research, the National Multiple Sclerosis Society, and the COPD Foundation. He has presented more than 60 lectures around the country on this topic for professional organizations, charities, and others.

He received his Bachelor of Science degree from Wharton School, concentration in accounting and economics; MBA from the University of Michigan, concentration in tax and finance; and law degree from Fordham University School of Law.


Educational Level



CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification credit (formerly PACE) has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
(CLE credit is 
not eligible for: AK, CT, DC, HI, MD, MA, MI, MN, NV, PA, RI, SD) 

1 CPE (accounting) credit has been applied.
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Prerequisite: Basic understanding of estate planning 
-CPE Program Level: Intermediate

-Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

-FSP's Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 800-392-6900.

Additional CE Credit Info:

$5.00 fee for CE credit processing.

You must be logged in to the live webinar in order to earn CE credits. Listening to the presentation over the phone, without also logging in to the web portion, will not qualify for credits.



Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint/presentation material.


Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register anyway and you will automatically be sent the link to the recording.