TULSA ESTATE PLANNING FORUM

This meeting is for MEMBERS ONLY

Biography

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, New York with Shenkman Law. Practice: Estate and tax planning, planning for closely held businesses, estate administration. Publications: Author of 43 books and more than l,275 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter' s Kluwer) Co-Chair of Professional Advisory Board, CPA Journal, and the Matrimonial Strategist (through 2018). Has previously served on the editorial board of many other tax, estate, and real estate publications. Awards : ■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 "Editor’s 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, (20l0-20). ■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. ■American Cancer Society, 2016 Professional Advisor of the Year. ■National Association of Estate Planners and Councils, the “Accredited Estate Planner Designee – Top Pick” for the article “How the Tax Cuts and Jobs Act Might Change Estate Planning,” April 16, 2018. ■ NJCPA Volunteer Award Program, Honorable Mention distinction, 2018. ■ National Association of Estate Planners & Councils, “The Accredited Estate Planner Designee – Top Planning,” for the article “Trust Planning after TCJA,” co-authored with Jonathan Blattmachr, January 24, 2019. ■Trusts & Estates Awards Issue, “Thought Leadership,” 2019. Media: Frequent source for numerous national publications, guest expert appearances on major financial and other television and radio shows. Charity/Community: ■Active in many charitable and community causes and organizations. ■Founded ChronicIllnessPlanning.org 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 of Directors, Strategic Planning Committee, and Investment Committee. Education: ■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/Social Media: www.shenkmanlaw.com; www.laweasy.com; www.c hronicillnessplanning.org [under construction]; Twitter: http://twitter.com/martinshenkman; Linkedin: https://www.linkedin.com/in/martinshenkman/

Jonathan G. Blattmachr, JD

Jonathan G. Blattmachr is director of estate planning for the Alaska Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York, California and New York bars.  He is the author or co-author of seven books and over 500 articles and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel. He is co-developer of Wealth Transfer Planning, a computerized system for lawyers that automatically generates estate planning documents, such as Wills and trusts, and provides specific client advice using a form of artificial intelligence.