Jonathan Blattmachr on Estate Planning and Gift Taxes

Jonathan Blattmachr — a nationally-recognized expert on estate planning and a prolific speaker on insurance and taxation matters in estate planning — spoke on the topics of ‘Looking Back and Looking Forward – Preparing Your Practice for the Future,’ ‘Efficient Use of the New $5 Million Gift GST Tax Exemptions,’ ‘Current Development Relating to Circular 230, Federal Ethics for Tax Practitioners,’ and ‘Tax Effects of Decanting – Obtaining & Preserving the Benefits.’


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