Estate and Financial Planning for Chronic Illness
NJ Insurance: 1.0 credit (Course #88896162 Estate and Financial Planning for Chronic Ilness)
NJ CPE: 1.0 credit
NJ CLE: 1.0 credit Estate and Financial Planning for Chronic Illness
CFP: 1.0 Program Name: Estate and Financial Planning for Chronic Illness
Program ID: 199063
CTFA - The Institute of Certified Bankers (ICB) approved 'Estate and Financial Planning for Chronic Illness' held on for the following continuing education credits:
- FP: 1.25
SPEAKER: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
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, planning for closely held businesses, and estate administration.
Author of over 40 books and more than 800 articles. Editorial Board Member of Trusts & Estates Magazine and the Matrimonial Strategist.
The 1994 Probate and Property Excellence in Writing Award, the Alfred C. Clapp Award presented in 2007 by the New Jersey Bar Association and the Institute for Continuing Legal Education for excellence in continuing legal education. He was named to Worth Magazine’s Top 100 Attorneys (2008) and CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April/May 2008). His article “Estate Planning for Clients with Parkinson’s,” received the “Editors Choice Award” in 2008 from Practical Estate Planning Magazine. His article “Integrating Religious Considerations into Estate and Real Estate Planning,” was awarded the 2008 “The Best Articles Published by the ABA,” award. He was named to New Jersey Super Lawyers, (2010-13). His book Estate Planning for People with a Chronic Condition or Disability, was nominated for the 2009 Foreword Magazine Book of the Year Award. He was the 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education for CPAs. He was a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
Frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows.
Mr. Shenkman is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. 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 50 lectures around the country on this topic for professional organizations, charities and others. More than 50 of the total articles he has published have addressed planning for those facing the challenges of chronic illness and disability.
Mr. Shenkman received his Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, his MBA from the University of Michigan, with a concentration in tax and finance, and his law degree from Fordham University School of Law. Mr. Shenkman is admitted to the bar in New York, New Jersey, and Washington, D.C. He is a CPA in New Jersey, Michigan, and New York. He is a Registered Investment Adviser in New York and New Jersey.