Webinar: COVID-19 - How I'm Changing My Practice, Meetings, Planning, & More

Mar 31, 2020 02:00pm -
Mar 31, 2020 03:00pm

Event Description

This webinar will explore steps you might consider for your practice and clients in light of the coronavirus. Health issues are no doubt of paramount importance for you and your practice. What steps are some firms taking to protect staff and clients? How might you communicate to clients? What might you communicate to clients? How can you hold meetings with clients? How can technology help you continue to practice in the current environment? What are the issues of signing documents in the current environment? While the speakers don't have answers to many of these difficult questions, we hope that sharing our thoughts, and the steps we are taking, might prove helpful to other practitioners.
Practitioners should be certain that clients are aware of legal, tax, financial and other implications should they choose to react to them. Living wills and DNRs may be crucial to review now. Standard forms may contain language prohibiting intubation under all circumstances. If you contract coronavirus, it is possible that you would need to be intubated to survive. If you or a client have a DNR or living will stating that you do not want to be intubated, not revising those documents could result in the tragic denial of care that you need to survive.
If a client's will and other documents are dangerously outdated and don't reflect current wishes, it may be critical at the present time.
The stock market has been adversely impacted, businesses are closing, and more. Clients might need to review revenue sources, expenditures, retirement plans, estate plans, financial models, business succession plans, and much more.
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning, planning for closely held businesses, estate administration.  
A widely quoted expert on tax matters, Mr. Shenkman is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network. Full biography available by clicking here
Jonathan G. Blattmachr has an extensive background in trust and estate law which spans almost four decades. Hereceived his AB degree from Bucknell University where he majored in mathematics and he graduated cum laude from Columbia University School of Law where he was a Harlan Fiske Stone Scholar. Mr. Blattmachr then served in the United States Army from 1970-1972 where he became a captain and received the Army Commendation Medal.
Mr. Blattmachr started his career as an associate with Simpson Thacher & Bartlett LLP in New York from 1970-1977 and then became a partner at Milbank, Tweed, Hadley & McCloy LLP where he worked for 33 years in New York. He is a retired member of the Alaska, California and New York Bars. Mr. Blattmachr has co-authored seven books and over 500 articles on estate planning topics and has been recognized as one of the country's most creative trust and estates lawyers.
Education: There are no professional credits offered for this webinar. 

Event Type:Study Group
Early registration ends on Mar 17, 2020.
Regular registration starts on Mar 18, 2020 and ends on Mar 30, 2020.
Late registration starts on Mar 31, 2020.
(GMT-05:00) Eastern Time (US & Canada)