Image For Activity Cover
Key Trust Types Your Clients Should Consider - On Demand
Course Information
Content Level: Intermediate
NAPFA Subject Area: F-Estate Planning
Course Description
This Genesis webinar is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.

In today’s planning environment, trusts are no longer only used to plan around estate taxes. Trusts can be invaluable in a variety of client situations and knowing when and how to use them is an essential part of every planner’s toolkit. Presenter Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, founder of Shenkman Law, will offer some key trusts to consider that can help clients plan for their ideal financial future.
Learning Objectives
  1. Learn when to include a trust for a client.
  2. Identify appropriate estate planning tools for their clients’ specific needs.
  3. Understand the differences between trust structures.
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD  

Martin M. Shenkman is an estate planning attorney and the author of 42 books and more than 1,200 articles. He serves on the editorial boards of Trusts & Estates Magazine, CCH (Wolters Kluwer) Professional Advisory Board, CPA Magazine, and the CPA Journal. Shenkman is active in many charitable and community causes and organizations and spends two months per year traveling the country educating professional advisers on planning for clients with chronic illness and raising both awareness and funds for many charities helping people face the challenges of chronic illness. He serves on the board of the American Brain Foundation Board and its Strategic Planning Committee and Investment Committee. Shenkman holds a BS degree in accounting and economics from Wharton School, an MBA in tax and finance from the University of Michigan, and a law degree from Fordham University School of Law.

Availability: Retired
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
No Credit Offered
Powered By