Date	Materials
11/11/2008	Depreciation Planning: Component Depreciation 0 minutes Audio Listen Estate, Financial, and Related Planning during Economic Turmoil 0 minutes Listen Estate, Financial, and Related Planning during Economic Turmoil 0 minutes Listen
7/15/2008	Trust Drafting Boot Camp 157 minutes Audio Listen
6/5/2008	FLP & LLC Formation: The Investment Company Trap 109 minutes Audio Listen
5/23/2008	Succession Planning Seminar: Buy-sell agreements 62 minutes Audio Listen
5/20/2008	Overview Corporate Planning 84 minutes Audio Listen Succession planning for the closely held business. Presented by Edward B. Pennfield 32 minutes Audio Listen Insurance Planning. Presented by Dr. Lee Slavutin of Stern Slavutin 2 Inc. 25 minutes Audio Listen
4/9/2008	Key Issues in Estate Planning for Small Business Owners 24 minutes Audio Listen
3/24/2008	Real Estate and Estate Planning 102 minutes Audio Listen
2/28/2008	Planning considerations for second and later marriages 9 minutes Audio Listen Planning for newly weds 4 minutes Audio Listen Planning for children 19 minutes Audio Listen Succession planning for attorneys 13 minutes Audio Listen Competency 22 minutes Audio Listen Data Gathering; Family Tree; Balance Sheet; Organizer 42 minutes Audio Listen Insurance Trusts 130 minutes Audio Listen Durable Powers of Attorney 46 minutes Audio Listen Health crea related documents 31 minutes Audio Listen Bypass Trusts 10 minutes Audio Listen
11/12/2007	"Retirement Planning" presented by Martin M. Shenkman and Peter Tuttman, Esq. 18 pages Handout Read
10/26/2007	"Overview of Charitable planning for Planned Giving Professionals, with an emphasis on Multiple Sclerosis", Presented at the National Multiple Sclerosis Society annual convention, Dallas, Texas. 19 minutes Audio Listen "Estate Planning for those with Multiple Sclerosis" Presented at the National Multiple Sclerosis Society annual convention, Dallas, Texas. 54 minutes Audio Listen
10/9/2007	Practical issues affecting New Jersey with Marlyn Friedberg of Friedberg Properties, Inc., a full service real estate brokerage firm with offices in Tenafly, New Jersey [201-894-1234] 6 minutes Audio Listen A Practitioner's guide to home ownership: legal, tax, and estate planning tips, and more 91 minutes Audio Listen Revocable Trusts Planning Tip 24 minutes Audio Listen Miscellaneous q & a's for CPAs 20 minutes Audio Listen
9/11/2007	419 Welfare Benefit Plans. Guest speaker David Neufeld, Esq. 56 minutes Audio Listen Succession Planning for Professional Practices. Guest speakers: Gary Greenbaum, CFP, CFA, and Tom Orecchio of Greenbaum and Orecchio, Inc. 38 minutes Audio Listen Succession Planning for Medical Practices. Guest speaker: Steven Antico, Esq. of Garfunkel, Wild & Travis, P.C. 41 minutes Audio Listen
6/21/2007	Asset Protection Planning: A Balance Sheet Approach 93 minutes Audio Listen
6/12/2007	Grantor Trusts: Income tax planning, and their use in gift & estate planning 142 minutes Audio Listen
5/8/2007	Pet Trusts, Pet Planning, Animal Care Agreements 41 minutes Audio Listen Powers of Attorney - Hot Powers to Consider 5 minutes Audio Listen Malpractice Planning for Estate Planners 44 minutes Audio Listen Business Succession Planning 6 minutes Audio Listen Grantor Retained Annutiny Trusts (GRATs) 51 minutes Audio Listen
5/7/2007	Buying into a medical practice; Guest speaker Steven R. Antico, Esq. Partner in Garfunkel, Wild & Travis, P.C. Hackensack, New Jersey 23 minutes Audio Listen
5/1/2007	Succession Planning for Professinoal Practices 101 minutes Audio Listen Homeownership: Many ways to own a home and the legal, tax, and financial implications of each 97 minutes Audio Listen
12/19/2006	Trust Situs 27 minutes Audio Listen Prudent Investor Act 36 minutes Audio Listen Trustee Duties 10 minutes Audio Listen Social and Religious Investment Standards by Trust 13 minutes Audio Listen Principal and Income Act 8 minutes Audio Listen Crummey Power 22 minutes Audio Listen S Corporations - QSST, ESBT 12 minutes Audio Listen Trusts Owning LLCs 10 minutes Audio Listen Gift Tax Planning & Trusts 8 minutes Audio Listen Children's Trusts 10 minutes Audio Listen Insurance Trusts 67 minutes Audio Listen Planning for 2nd Spouses 5 minutes Audio Listen Revocable Living Trusts 6 minutes Audio Listen
11/17/2006	NYS Bar: Succession Planning For Professional Practices 56 minutes Audio Listen
11/15/2006	Trust Situs: Presentation to New Jersey State Society of CPAs Roseland, New Jersey 112 minutes Audio Listen
10/25/2006	Older Investors Focused on CDs and Bonds Dr. Charles Lieberman and Martin M. Shenkman 27 minutes Audio Listen College Funding Options: Investment Considerations Dr. Charles Lieberman and Martin M. Shenkman 11 minutes Audio Listen Probate: What Every Executor Should Know about Investing Dr. Charles Lieberman and Martin M. Shenkman 30 minutes Audio Listen Grantor Retained Annuity Trust (GRAT) Investment Planning Dr. Charles Lieberman and Martin M. Shenkman 42 minutes Audio Listen Post-Divorce Investment Planning Dr. Charles Lieberman and Martin M. Shenkman 41 minutes Audio Listen
10/18/2006	Physician Asset Protection Planning 63 minutes Audio Listen
10/17/2006	Living Wills and Health Care Proxies: Practical Planning 44 minutes Audio Listen
9/28/2006	CPA's role in LLC planning 52 minutes Audio Listen Religion and Estate Planning 50 minutes Audio Listen
9/27/2006	LLCs: Accountants Role in Review of LLCs 80 pages Handout Read
9/20/2006	UJA Practical Ideas for LLC Planning 53 minutes Audio Listen
8/24/2006	LLC Planning: The Accountants Role In 64 minutes Audio Listen
7/25/2006	Power of Attorney 43 minutes Audio Listen Annual Review 111 minutes Audio Listen Power of Attorney 19 pages Handout Read
6/7/2006	Religion and Estate Planning 85 pages Handout Read
5/24/2006	Malpractice: Estate - Complaint Sample 13 pages Handout Read Malpractice Expert Report: Dental Practice 15 pages Handout Read
5/11/2006	Planning for Personal Residences 80 minutes Audio Listen