Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act

SKU: EST7700 Back to Course Listings

New Jersey CLE
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About This Course

The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving • Appreciated assets • Donor-advised funds • POA’s and other document modifications The course will also explain the new law’s impact on estate planning and how to better plan for them using CLT’s and defined value mechanisms.

Lecturer Bios

Martin M. Shenkman, Esq.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Paramus, New Jersey and New York City. Practice concentrates on estate and tax planning. He is the author of 42 books and more than 1,000 articles. He is active in many charitable causes and founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability. He has a Bachelor of Science degree from Wharton School, with a concentration in accounting and economics, an MBA from the University of Michigan, with a concentration in tax and finance, and a law degree from Fordham University School of Law.

To learn more about Marty visit his website http://shenkmanlaw.com

Jerome M. Hesch, Esq.

Jerry Hesch is a tax and estate planning consultant for lawyers throughout the country and is Special Senior Tax Counsel hired as a resource for Jeffrey M. Verdon Law Group, LLP.

A Former tax partner with the national law firm of Greenberg Traurig (Miami, Florida), Professor Hesch is a member of the America College of Trust and Estate Counsel (ACTEC), and an Adjunct Professor at the University of Miami School of Law (Graduate Programs in Estate Planning and Taxation) and Florida International University School of Law.

An accomplished author, Professor Hesch has published numerous articles, several Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its third edition. Also a coveted speaker, Professor Hesch has presented for groups such as the AICPA, the University of Miami Heckerling Institute on Estate Planning, the University of Southern California Tax Institute, and the New York University Institute on Federal Taxation.

He has also participated in several bar association projects, such as the Drafting Committee for the Florida Revised Uniform Partnership Act and preparing the ABA’s comments on the IRS’s proposed private annuity regulations.

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Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act

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