At the 46th Annual Heckerling Institute on Estate Planning in Orlando, Florida, expert trust and estate planning attorney Jonathan Blattmachr of Eagle River Advisors opened the event with a presentation on the need to build flexibility into estate plans during these uncertain times.
Mr. Blattmachr, a luminary in the estate planning field, prolific speaker and author of numerous articles, books and studies, spoke about the fundamentals and fine points of powers of appointment, highlighting how powers can produce enhanced estate, gift, generation-skipping transfer tax and income tax benefits as well as how they can also cause adverse effects. The presentation was designated a “Fundamentals Program,” specifically designed to provide essential background that subsequent speakers built upon, including presentations on IRA distributions and rollovers, using the new $5 million exclusion and the generation-skipping transfer tax matters.
The event at the Orlando World Center Marriott Resort and Convention Center from January 9 – 13, was well-attended by fellow members of the industry looking to acquire the strategic edge Mr. Blattmachr and the Institute faculty have built a reputation for providing over the decades.
Based in New York, Mr. Blattmachr is a principal of Eagle River Advisors, a boutique advisory firm dedicated to developing and implementing innovative wealth planning strategies on behalf of high net worth individuals and families. Eagle River’s team has focused on the planning needs of the high net worth community since the 1980s. Over the past decade, Eagle River principals have worked on numerous multi- million dollar transactions together including multiple transactions with Forbes 400 families.