[WEBINAR] Shoemakers with Barefoot Children

[WEBINAR] Shoemakers with Barefoot Children
Shoemakers with Barefoot Children: What Attorneys Need to Know About Their Own Estate Planning* 1.5 NY Credits:  1.5 Skills; Transitional and Non-transitional; 1.5 NJ Credits: 1.5 General

*Also First Session of Evening 1 of 3 Evening Bridge the Gap A and B

Faculty: Henry Montag, CFP, The TOLI Center East and Martin M. Shenkman, JD, CPA, AEP

People are familiar with the old saying "the shoemaker's children always go barefoot," when they are referring to the fact that those closest to an expert often do not reap the benefit of that expertise. Unfortunately, this is true for many attorneys, even estate planning professionals.

This program is designed to educate attorneys on how to make an action plan to protect yourself, your family and your practice. This practical  "how to" program will review practical asset protection planning steps practitioners should consider, current generation of insurance options that may help practitioners and other practical steps they should consider. While many of these planning ideas are suitable for clients, the focus of this program is helping YOU – the practitioner. 

Based on their own experiences with personal planning, our speakers will use real life examples and planning techniques to educate you about often overlooked steps you might want to take NOW. As time passes, it becomes more expensive, difficult or even impossible to pursue planning. Just as with client matters, planning often needs to be implemented before an issue arises. ALL attorneys need to give as much attention to their own planning as they do to their clients' needs.

Topics include:
– Determine your practice and family's risk management concerns 
– What outside assistance might you need to achieve your objectives
– Discuss planning objectives common to most practitioners and specific planning options
– Review the use of irrevocable trusts (such as SLATs, DAPTs, SPATs, and other techniques, which in combination with LLCs and FLPs may help practitioners meet several personal planning goals
– Insurance planning for death benefits and living benefits
– Determine and implement appropriate insurance strategies and understand product choice options
– How NOT to do retirement planning
– Plan ahead to avoid a crisis
– And MORE!

Martin Shenkman,
CPA, MBA, PFA, AEP (distinguished), JD, is an attorney in private practice in New York. His practice concentrates on estate planning. He has authored 44 books and more than 1,400 articles.

Henry Montag, CFP, has authored articles and acted as a source for NYCLA, NYSBA,  NYSSCPA, Bloomberg's Daily Tax Report and the Estates, Gifts & Trust Journal, Trusts and Estates Magazine, Accounting Today and the Wall Street Journal. He has appeared as a guest on Wall Street Week, Fox Business News and News12. He co-authored an ABA flagship publication The Advisors' & Trustees' Guide to Managing Risk

Member: $35

Non-Member: $50

You must be signed in to register. If you do not have an account, you can create it for free.
For technical and account related issues, please contact us at dradjabov@nycla.org

After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you do not receive access email 1 hour prior to the program, please email dradjabov@nycla.org. We may not be able to accommodate requests sent later than 30 minutes before the start of the program.

9/15/2022 5:30 PM - 9/15/2022 6:45 PM

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