As we seem to be moving toward some certainty in the amount of the federal estate tax exemption, it appears that fewer clients will need estate tax planning. And though clients will always need estate planning, they may not see the same necessity for an estate planning attorney when the tax planning piece is off the table. At the same time, technology and families are both evolving, laws are changing, and practitioners face new challenges. This leads estate planners to wonder: What is the future of the estate planning profession? What key factors are transforming our profession? How can estate planners adapt to these forces?
Join Jonathan G. Blattmachr, Alan F. Rothschild, Jr., Louis S. Harrison, and Martin M. Shenkman to explore these questions. They will discuss
Don’t miss this hour of invaluable information that will impact every estate planning attorney.
Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics.
Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.
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.”
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.
Alan Rothschild is an attorney with Page, Scrantom, Sprouse, Tucker & Ford, P.C. in Atlanta. He has practiced estate planning, taxation and tax-exempt law in Columbus and Atlanta for over 35 years. In the estate planning area, Mr. Rothschild works with individuals and their advisors to design estate plans that effectively address each client’s unique tax, business and family goals. Much of his work in this area focuses on successful strategies for multi-generational wealth succession planning, including the transition of family businesses and family lands to future generations.
Mr. Rothschild also has extensive experience advising clients on the design and implementation of thoughtful and effective charitable gifts – both while the client is in life, through techniques such as private foundations, donor-advised funds, conservation easements and charitable trusts, and at death, through their wills and testamentary trusts. A substantial part of Mr. Rothschild’s practice is dedicated to the representation of tax exempt organizations throughout the southeastern United States. Representative clients include university-related foundations, family foundations, community foundations, and regional non-profits in the areas of education, the arts, social services and religious activities. Since, 2015, Mr. Rothschild has served as an Adjunct Professor at the University of Miami School of Law, where he teaches a course in the Master of Law program on Charitable Giving and Exempt Organizations.