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Secure Act: Planning Ideas for Practitioners


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This webinar will provide a discussion of various aspects of the Secure Act and explain planning ideas and thoughts that will deepen your knowledge and understanding of how planning for retirement assets and IRAs has changed. Most importantly, the webinar will provide more practical practice suggestions you can use in your practice.

  • When and how should you modify existing estate plans to use conduit trusts, new variations of conduit trusts, or accumulation trusts.

  • How might beneficiary designations be changed.

  • How might overall client estate plans be modified in light of the Secure Act, including uses of life insurance, charitable remainder trusts, and alternate dispositive schemes and much more.

The discussion will explore critical trust planning ideas, not only the income tax implications. A detailed analysis of the new concept of Eligible Designated Beneficiaries will be explored.

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Martin Shenkman

Shenkman Law
Dual Practitioner, Financial Planner
(201) 845-8400


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. His practice focuses on estate and tax planning as well as planning for closely held businesses and estate administration. Over the course of his career, Mr. Shenkman received awards and acknowledgements from the New Jersey Bar Association, Worth Magazine, CPA Magazine, the American Cancer Society, and the AICPA. Mr. Shenkman holds a Bachelor of Science from the Wharton School at the University of Pennsylvania, MBA from the University of Michigan, Law degree from Fordham University School of Law and is admitted to the bar in New York, New Jersey, and Washington D.C.

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Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Jonathan has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored six books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and as 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. Jonathan 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. Among professional activities, which are too numerous to list, Jonathan has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd, and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.

Jonathan 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 served as an officer in the United States Army from 1970 to 1972 and was awarded the Army Commendation Medal.

About Our Presenter

Shenkman Law is a boutique firm focused on the legal needs of high-net-worth individuals, professionals, close business owners, and real estate owners and developers. They provide creative legal solutions to help clients meet complex or seemingly contradictory personal, business, financial, and tax goals, and pride themselves on treating clients with thoughtful care—just like members of our own families.