Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.

Sandra D. Glazier is an equity shareholder with Lipson Neilson P.C. in its Bloomfield Hills, Michigan law firm office. Glazier concentrates her practice in the areas of family law; probate litigation; estate planning; and, probate and trust administration. She has served as a mediator, arbitrator and guardian ad litem in family court and probate cases. With over 38 years of experience, she has handled a multitude of complex cases. In the probate litigation arena, Glazier has represented parties in some of the largest estates subjected to litigation in Michigan. Her experience includes, but is not limited to, complex litigation relating to claims of breach of fiduciary duty, will and trust contests, and claims of undue influence or lack of capacity.

Sandy has presented on estate planning and probate litigation issues at Bloomberg BNA Estate and Gift Tax Advisory Board, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, ABA, WealthManagement.com., Institute for Continuing Legal Education (ICLE), OCBA, STEP-Orange County, Johns Hopkins All Children’s Hospital Annual Estate, Tax, Legal & Financial Planning Seminar and Wilmington Trust’s New York Trust Symposium.  She is the author of Electronic Wills: Revolution, Evolution, or Devolution, Tax Management Estates, Gifts and Trusts Journal, Bloomberg Tax.

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City.  His practice concentrates on estate and tax planning, planning for closely held business, and estate administration.  Mr. Shenkman is an author of over 42 books and more than 1,000 articles.  He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal.  He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels.  Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability.  Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”

Susan Reach Winters brings more than 35 years of experience across all areas of family law – including divorce, prenuptial agreements, business and other asset valuations, custody and visitation, child support, alimony and equitable distribution. Widely regarded among the region’s foremost thought leaders on family law, Susan recently authored That Will Never Happen to Us, which provides tips, strategies and other insight into the gamut of financial, emotional and familial considerations that must go into a successful and lasting relationship. In addition, Susan is a co-author of Thomson West’s New Jersey Family Law and Practice with Forms, Vols. 10-12, a three-volume, comprehensive, yet practical, guide to family law statutes and procedures in New Jersey. Additionally, she co-authored Domestic Relations—Legal Forms, which deals with the transactional aspects of Family Law and contains extensive forms and analysis, including tax analysis, marital settlement agreements, child custody and time sharing, spousal support, and prenuptial agreements.