Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, August 16, 2013

Conversation with Martin M. Shenkman, CPA, MBA, JD, PFS, AEP

SickRobert L. Moshman (Attorney, New York and New Jersey) recently published his article entitled, A Conversation with Martin M. Shenkman, CPA, MBA, JD, PFS, AEP, The Estate Analyst (Aug. 2013). An excerpt from the article is below:

Q: Your pro bono efforts regarding chronic illness have resulted in a number of road tours. Where did your travels take you this year?

A: My wife's condition makes it difficult to fly, so we always travel by RV and spend about two months per year on the road. This year, we lectured in North Carolina, Michigan, Ohio, Illinois, and South Dakota. 

Q: What types of groups do you speak to?

A: It varies from professionals to the chronically ill. I gave three presentations in North Carolina for the Bar Association, two on post-ATRA planning and one on chronic illness planning, as well as a presentation for a disabilities rights counsel in the town of Cary. The AICPA taped a series of videos for their website in Durham, and I gave a consumer presentation on planning for chronic illness and current topics. The, in Chicago, I filmed a series of videos for insurance consultants on Post= ATRA planning, as well as for the MS Society about planning steps that apply when someone is diagnosed with a chronic illness. In South Dakota, there was a presentation on chronic illness and another session on ATRA planning for the local NAEPC chapter in Sioux Falls. And finally, in Huron, there were four consumer sessions with people who are affected by chronic illness. 

To contact Bob Moshman to be included on his distribution list of his monthly newsletter, email Bob at bmoshman@optonline.net.


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