The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning

Date: Wednesday, January 23, 2019
Time: 7:30am - 11:00am
Location: SEASONS - Washington Township, New Jersey
Speaker: Martin M. Shenkman, CPA, MBA, PFS, AEPĀ®, JD

Continuing Education: Note GNJEPC Lead Sponsor

CTFA - 3.0 credits. "ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning has been approved for  3 CTFA credits.    This statement is not an endorsement of this program or its sponsor."  Certification holders must report these credits at    

NJ CPE - 3.0 credits. The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning. Live lecture (Intermediate/Estate Retirement Planning, Tax). 

The NJ CPE Program Notification can be found here: 01.23.19 CPE Program

CFP - 3.0 credits granted.  Program ID: 258362  The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning. 

NJ CLE - 3.0 credits The FIRST and BEST Review of the 2019 Heckerling Institute on Estate Planning. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.0 hours of total NJ CLE (0.0 Ethics). 




* * * Attendees please note this is a BREAKFAST meeting at SEASONS in Washington Township, NJ * * * 

A Joint-Event From 

The Greater New Jersey Estate Planning Council &

The Estate Planning Council of Bergen County

An Expanded and Special Event!


Wednesday, January 23, 2019


Washington Township, NJ

7:30 a.m. - 11:00 a.m.


The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning

This is going to be the FIRST and Best Heckerling Review offered! Yes, Heckerling reviews are very common this time of year – but this one is not! This is going to be the best Heckerling Review outside of actually going to Orlando and attending Heckerling – and it’s going to be just 4 days after Heckerling concludes! Even if you are going to Heckerling, you need to attend this Heckerling Review. The Greater New Jersey Estate Planning Council and The Estate Planning Council of Bergen County have joined forces for this incredible event. This is going to be a very special and an expanded event, so do not miss it!

Most importantly, we have none other than Martin Shenkman, Esq. – who will be presenting to us for almost 3 hours! Marty needs no introduction and is a nationally known expert. He has spoken at Heckerling for the last several years. He has also done comprehensive reviews of the Heckerling Institute On Estate Planning for many years, as well as reported on-site from Heckerling. His unique skills, and his material, are second to none!

This new, premier, event is going to be 3 hours of the best of 2019 Heckerling Institute on Estate Planning. Marty will be selecting the most important and the hottest topics from the entire week, and he will focus on them, dig deep, and present his material in detail. What should we be doing for our clients – and for our practice – now? Today, more than ever, we as professionals need to be “in the know” and be as current and up to date as possible. Given the current political, economic, and legislative landscape – this year is perhaps more important than ever to be in the know and keep current. In addition, not only will Marty present the most comprehensive and detailed review of the best of Heckerling – but he is also going to give us the best ideas and best planning strategies and techniques from the nationally known speakers and experts who presented at Heckerling.

This Heckerling Review is going to be a Don’t Miss event! Come to this don’t miss event and hear one of the sharpest minds in the industry give a comprehensive Heckerling review – and more important, hear the best ideas that came from the entire week.


Speaker BIO:

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD


Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City.


Estate and tax planning, planning for closely held businesses, estate administration.


Author of 42 books and more than 1,000 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter’s Kluwer), and the Matrimonial Strategist. Has previously served on the editorial board of many other tax, estate and real estate publications.


The 1994 Probate and Property Excellence in Writing Award. 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. Worth Magazine’s Top 100 Attorneys (2008). CPA Magazine Top 50 IRS Tax Practitioners (April/May 2008). Article “Estate Planning for Clients with Parkinson’s”, received the “Editors Choice Award” in 2008 from Practical Estate Planning Magazine. Article “Integrating Religious Considerations into Estate and Real Estate Planning”, awarded the 2008 “The Best Articles Published by the ABA”. New Jersey Super Lawyers, (2010-15). Book Estate Planning for People with a Chronic Condition or Disability, nominated for the 2009 Foreword Magazine Book of the Year Award. 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education for CPAs. 2013 Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Financial Planning Magazine 2012 Pro Bono Financial Planner of the Year for efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine cover of its April 2013 issue as the lead of their all star lineup of tax experts. June 2015 he delivered the Hess Memorial Lecture for the New York City Bar Association.


Frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows.


Active in many charitable and community causes and organizations. Founded 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. Written books for the Michael J. Fox Foundation for Parkinson’s Research, the National Multiple Sclerosis Society, and the COPD Foundation. Presented more than 60 lectures around the country on this topic for professional organizations charities and others. More than 50 of the articles he has published have addressed planning for those facing the challenges of chronic illness and disability. American Brain Foundation Board (1/1/16).


Bachelor of Science degree from Wharton School, concentration in accounting and economics. MBA from the University of Michigan, concentration in tax and finance. Law degree from Fordham University School of Law. Admitted to the bar in New York, New Jersey, and Washington, D.C. CPA in New Jersey, Michigan, and New York. Registered Investment Adviser in New York and New Jersey.

WEBSITES: (under construction).

Sponsored by:



Related Document(s):
Related Link(s):

See Upcoming Event Calendar