Conversation with Martin M. Shenkman, CPA, MBA, JD, PFS, AEP
Q: Your pro bono efforts regarding chronicillness have resulted in a number of road tours. Where did your travels takeyou this year?
A: My wife’s condition makes it difficultto fly, so we always travel by RV and spend about two months per year on theroad. This year, we lectured in North Carolina, Michigan, Ohio, Illinois, andSouth Dakota.
Q: What types of groups do you speak to?
A: It varies from professionals to thechronically ill. I gave three presentations in North Carolina for the BarAssociation, two on post-ATRA planning and one on chronic illness planning, aswell 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 aconsumer presentation on planning for chronic illness and current topics. The,in Chicago, I filmed a series of videos for insurance consultants on Post= ATRAplanning, as well as for the MS Society about planning steps that apply whensomeone is diagnosed with a chronic illness. In South Dakota, there was apresentation on chronic illness and another session on ATRA planning for thelocal NAEPC chapter in Sioux Falls. And finally, in Huron, there were fourconsumer sessions with people who are affected by chronic illness.
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