The BEST Review of The 2020 Heckerling Institute on Estate Planning

Date: Wednesday, January 29, 2020
Time: 7:30am - 11:00am
Location: Seasons, Washington Township, NJ
Speaker: Martin M. Shenkman, CPA, PFS®, AEP®, MBA, JD



A Joint-Event From

The Greater New Jersey Estate Planning Council

and The Estate Planning Council of Bergen County


An Expanded and Special Event! Further Details to Follow


Wednesday, January 29, 2019

Seasons, Washington Township, NJ

7:30am - 11:00am

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

Please use the following link to register:

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! 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 expanded event, so do not miss it! Now we have the recently enacted SECURE ACT! What changes are important? What do we need to know now?

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 2020 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. Even more important, with the recently enacted SECURE ACT – there have been some major changes that impact our clients, and you need to know what’s going on now! 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 importantly, hear the best ideas that came from the entire week.


Continuing Education:  

CTFA, CFP, NJ CPE, NJ CLE -  (3.0 credits pending approvals)

NJ Insurance credits will not be availbale for this program


See Upcoming Event Calendar