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What To Tell Clients In Early 2022

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SPEAKERS: Martin M. Shenkman, Esq. & Richard H. Greenberg, Esq.

About this event

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.

Richard H. Greenberg is Senior Partner of Greenberg & Schulman, Attorneys at Law in Woodbridge, New Jersey, where he focuses on estate planning and estate administration, tax matters and business and corporate matters.

A Fellow of the American College of Trust and Estate Counsel (ACTEC), Mr. Greenberg is the Former Chair of the Taxation Law Section of the New Jersey State Bar Association, the Former Chair of the Board of Consultors of the Real Property, Trust and Estate Law Section, Co-Chair of the Estate and Gift Tax Committee of the Taxation Law Section, a member and former Chair of the Corporate Tax Committee and a member of its Inheritance Tax and Partnership Tax Committees. He is the former President of the Greater Middlesex/Somerset Estate Planning Council and member and Former Chair of the Essex County Bar Association Tax Committee, a member of the New York State Bar Association and its Tax, Trusts and Probate Committees, the Estate Planning Council of Central New Jersey and the Tax Committee of the Middlesex County Bar Association. Named as one of New Jersey’s Top 100 Lawyers, he is a frequent lecturer and author on numerous estate planning and estate administration topics.

Mr. Greenberg received his B.B.A. from Case Western Reserve University, his J.D. from St. John’s University and his LL.M. in Taxation from New York University.


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Organizer Estate Planning Council of Bergen County, Inc.

Organizer of What To Tell Clients In Early 2022

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

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