Martin M. Shenkman

M. Shenkman
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Martin M. Shenkman, CPA, MBA, PFS, JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning and estate administration. 
A widely quoted expert on tax matters, Mr. Shenkman is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network.

Mr. Shenkman is a prolific author, having published thirty-eight books and more than seven hundred articles.

Mr. Shenkman is an active member of the New York, New York City, New Jersey, Bergen County, and the Washington, D.C. Bar Associations, as well as various accounting and financial planning organizations. He has served as Vice Chair of the ABA RPTE fiduciary income tax and diversity committees and co-chair if the Emotional and Psychological Aspects of Estate Planning Committee. He has lectured for the ABA, NYSSCPA, NJSSCPA, NJ ICLE, PLI, NYU and many other professional organizations.

Mr. Shenkman is active in numerous charitable organizations, sitting on many boards and planned giving committees and lectures regularly for these and other organizations. Mr. Shenkman's charitable endeavors have been profiled in Forbes, July 13, 2009 and the New York State Bar Association State Bar News in December 2009. 

Mr. Shenkman received his Bachelor of Science degree from Wharton School, with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan, with a concentration in tax and finance. He received his law degree from Fordham University School of Law, and is admitted to the bar in New York, New Jersey and Washington, D.C. He is a Certified Public Accountant in New Jersey, Michigan and New York. He is a registered Investment Adviser in New York and New Jersey.

Using GRATs Prior to the Effective Date of the 2704 Proposed Regulations
For situations in which discounts could be critical to clients, practitioners should consider variations of a grantor retained annuity trust.
Seven Psychological Issues for Clients Making Bequests
Help clients work through emotional reactions when they’re considering who, when, why and how much to leave to intended heirs.
Hillary Clinton Donald Trump
Pre-Election Estate Tax Proposals: Clinton vs. Trump
Practitioners should put all clients involved in active planning on notice of Clinton and Trump’s proposals because they’re so dramatically different.
Psychological Issues of Bequests 
Stanley H. Teitelbaum and Martin M. Shenkman discuss some prominent themes that generate emotional angst for benefactors when they’re navigating such questions as who, when, why and how much to leave to intended heirs.
Planning for an Individual With Asperger Syndrome 
Martin M. Shenkman, Neil D. Blicher, Anthony R. Bartlett and Dania Jekel discuss issues to look out for, options to consider and safety nets to put in place to help your client with AS, or his child with AS, obtain a strong financial and estate-planning outcome.
Advising Clients With Pulmonary Hypertension
If your client is diagnosed with PH, although it will be difficult, it’s imperative that they take quick action to address a wide range of financial, legal and estate planning matters.
Safeguard Trusts from Future Ex-Spouse of Beneficiary
A recent Massachusetts case, Pfannenstiehl v. Pfannenstiehl, potentially undermines the use of trusts to safeguard assets from attack in divorce in Massachusetts.
Swap Powers 
Martin M. Shenkman and Bruce D. Steiner highlight the ways the technique can produce substantial value to a client
Catholic Considerations and Estate Planning 1
For many clients, their Catholic religious issues are important, especially when facing a crisis, such as a terminal illness or the impending loss of a loved one.
Consistency in Reporting Tax Basis for Income and Estate Tax
The process of determining the value of estate assets, and filing the required estate tax return, might all be complicated by recent law changes made by the Surface Transportation and Veterans Health Care Choice Improvement Act.
Getting to Delaware
While being in Delaware is great, getting there might take more than the trustee clicking his heels together three times and reciting “I want to be administered in Delaware.”
Trust Friendly States
The use of trust friendly jurisdictions has become commonplace, and for some practitioners, the default choice in structuring a trust.
A Symphony of Collaboration is the Key 1
The model for a client planning team should be a symphony, with each advisor playing in harmony with the others, making beautiful planning music.
Gifts under Powers of Attorney
It’s common to include in a durable power of attorney (POA) the right for an agent (the person named to act on behalf of the principal who creates/grants the power) to make gifts.
Safe Powers of Attorney
A well-crafted power of attorney might reduce the risk of an agent or third party using it to steal funds from the principal, but the document alone isn’t enough to really accomplish this goal.
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