Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the “Highlights of the 2025 Heckerling Institute on Estate Planning.”

In this episode, Kevin Matz will summarize many of the highlights of the 2025 Heckerling Institute on Estate Planning as well as some other topics that were hot off the press just a few hours before the recording. If you are an estate planning practitioner, wealth manager, or high-net-worth investor, these topics may be very relevant to your life and I imagine you will get a lot out of this week’s episode.

***UPCOMING LIVE WEBINAR: Tuesday, March 11th 2025 @ 8:30am (New York time) featuring Galia Antebi, Head of Tel Aviv Office at Ruchelman PLLC. Galia will be speaking on “Form 3520 Reporting Under The Proposed Regulations.” Register here: https://us02web.zoom.us/webinar/register/WN_jF2M3mL1TyeDcATR9-xCOA ***

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