Education

Ensuring Your Wellness: The Daily Steps an Estate Planner Can Take to Enhance Happiness and Health
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Martin M. Shenkman, Esq., Louis S. Harrison, Esq., and Amanda Koplin
August 27, 2025
Description:

Promoting wellness in your estate planning practice is not an option, it is not a luxury, and it is an investment that will have a significant return, both in quality of life and dollars.  Hence, it is a moral and economic necessity. To enhance the profitability of your firm, reduce the risks of malpractice claims, and do better work, your firm needs to take proactive steps to address stress, mental health, and the well being of partners, lawyers, and staff.

The statistics are shocking: 80% of professionals report some or several of the following: stress-induced physical health issues, social alienation, addiction to work, sleep issues, work/life issues, inability to retain relationships, incivility, and lapses in moral and ethical values. But scary stats don’t move the needle.

This program will be led by a nationally known estate planner and founder of one of the largest estate planning boutiques in the country who will explain real steps he takes and promotes in his firm to address these important issues. A mental health professional will also offer comments and suggestions.

Join us for this informative, practical and actionable program.

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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.
Martin M. Shenkman, Esq.
Martin M. Shenkman, Esq. thumbnail

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.

Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Louis S. Harrison, Esq.
Louis S. Harrison, Esq. thumbnail

A founding partner of Harrison LLP, Louis Harrison’s practice encompasses all aspects of trust and estate planning, including estate and business planning for closely held companies. In addition to individuals in need of sophisticated planning, Lou represents numerous family offices, public figures, CEOs of public companies, closely held businesses, and other entities and prominent individuals. 

Lou is a frequent keynote speaker, and he has written more than 200 articles on a broad range of estate planning topics which have been published in legal, accounting, tax, and estate planning journals and periodicals. Lou is a Fellow with the American College of Trusts and Estate Counsel, previously serving as its Illinois state chair. Lou has also been an adjunct professor at Northwestern University School of Law, DePaul University College of Law, and Chicago-Kent College of Law.  

Amanda Koplin
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Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. In 2014, she created and developed an idea for a mental health urgent care clinic, which is now Koplin Consulting, a nationwide concierge mental health treatment team service. Amanda is passionate about helping people achieve mental wellness and creating sustainable support systems and solutions which integrate seamlessly into real life. She is a speaker and a nationally sought after consultant who specializes in creating unique treatment plans and recommendations for individuals struggling with psychological concerns such as addictions, eating disorders, lack of motivation, and other issues impacting mental wellness. She is particularly adept at involving trusted advisors and family members in order to create the greatest impact. Amanda received two bachelor’s degrees and a certificate in substance abuse prevention from the University of Oregon, and attended Yeshiva University’s Albert Einstein’s College of Medicine where she received her Master’s in Mental Health Counseling. Following graduate school, she did in-home counseling for children in family court and children charged with felonies in New York City., which is where she learned the impact of working with people in real life and working with all of the systems involved with the person of concern. This job not only influenced Amanda’s philosophy regarding mental health treatment, it inspired her to develop her own practical, real life solution in the form of Koplin Consulting. Her mission is to help others recover their quality of life.

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