Martin M. Shenkman

Martin
M. Shenkman

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.

Articles
Unitrusts To the Rescue
Martin M. Shenkman considers circumstances in which use of this financial vehicle is beneficial for the client
Powers of Attorney for Our Aging Client Base 
Martin M. Shenkman and Jonathan G. Blattmachr provide guidance on creating an effective POA
Advising Clients with Solo Professional Practices
Solo practitioners face unique risks, issues and restrictions and so need to take extra precautions to protect their clients/patients, loved ones and themselves in the event of illness, disability or death.
Follow up with Clients Regarding Self-Settled DAPTs
A key takeaway for practitioners is that proactive steps we can help clients take now might strengthen their self-settled trusts and other asset protection planning.
Ensure Grantor Understands Trust Roles
Here’s a sample letter you can adapt and send to your clients, which explains the responsibilities of different parties in administering a trust.
Boomers and Beatles 
Martin M. Shenkman discusses the changing nature of the estate-planning profession
How Neurologic Conditions Affect Planning 
Martin M. Shenkman discusses various neurologic conditions that may affect your clients' planning
Estate Planning in Decoupled States Post-ATRA 
Bruce D. Steiner & Martin M. Shenkman discuss how best to advise your clients who reside in decoupled states in the wake of ATRA
A New Tax Environment 
Richard L. Harris and Martin M. Shenkman discuss the changing role of insurance in the new tax environment
Heckerling … It’s a Wrap
Martin M. Shenkman offers some final thoughts on the 2013 Heckerling Institute
The Beatles and Estate Planning
What does a song from the fab four have to do with the Heckerling conference and estate planning? Martin M. Shenkman offers an explanation
The New Normal for Smaller Estates
Martin M. Shenkman continues his live reports on the hottest issues from the Heckerling conference
Elder Law Fundamentals
The reality for many estate planners is that with the $5 million inflation-adjusted exemption and portability, both made permanent, there aren’t enough clients for what many of us have viewed as “estate planning.”
The Split-Dollar Legacy Trust 
Martin M. Shenkman, Richard L. Harris and Lawrence Brody outline an effective planning technique that may cease to exist in 2013.
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