ESTATE PLANNING COUNCIL OF THE LEHIGH VALLEY

Please join us on May 15th for the EPCLV Annual Meeting with Martin Shenkman CPA, MBA, PFS, AEP (distinguished), JD, presenting. 

1:00-1:30 Registration

1:30-2:00 Annual Meeting

2:00-4:15 Presentation

4:15-5:00 Networking & Cocktails

This presentation by Martin M. Shenkman covers essential financial, retirement, and estate planning for lawyers, accountants, and financial advisors. It discusses the current environment of estate planning, highlighting tax uncertainties, litigation risks, and the increasing complexity of regulations.

Topics that will be covered include:

• Estate planning considerations with new tax proposals and legislative updates.
• Gift tax topics including loans versus gifts and adequate disclosure rules for the 709.
• Discussion of rules and tax consequences for terminating and decanting trusts.
• Power of Attorney considerations when drafting documents such as provisions to include for Medicaid eligibility, retirement assets, and life insurance planning.

Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.

About the Presenter:

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey, and New York City. His practice concentrates on estate and tax planning, planning for closely-held businesses, 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.

Sponsor a Non-Profit for the May Annual Meeting event.

For $250 you will have your company's logo on the program notice and verbal recognition to all attendees. Your sponsored nonprofit will receive the following:

• Table Space to present non-profit promotional materials

• Networking opportunity with EPCLV at the reception following the presentation

• Verbal recognition to attendees

• Attendance for two

To Sponsor a non-profit register them as a Non-Proft here and add their representatives' names as attendees. Please place your name and sponsoring company in the notes section. Register for EPCLV Annual Meeting with Martin Shenkman Presenting - Estate Planning Council of the Lehigh Valley (epclehighvalley.org)