Eagle River Advisors Principals to Hold Webinar on Life Insurance and Estate Planning

Jonathan Blattmachr and Marc Pasquale of Eagle River Advisors will hold a webinar on Wednesday, June 27 at 1 pm EDT. The complimentary webinar is being held in conjunction with InterActive Legal and is entitled “Life Insurance and Estate Tax Planning: Towards a More Objective Decision”.

Life insurance is frequently purchased as a solution to funding estate taxes, but in practice, it may be a costly and imperfect solution. The event affords professionals in the industry an opportunity to hear the speakers discuss their views on how life insurance can be incorporated together with lifetime estate planning solutions including the use of some atypical insurance designs that offer additional efficiency and flexibility. The webinar is being presented in conjunction with an article authored by Mr. Blattmachr and Mr. Pasquale that is being published in an upcoming issue of Trusts and Estates.

Eagle River Advisors is an independent boutique advisory firm which develops and delivers innovative wealth, gift and estate planning strategies on behalf of high net worth individuals and families. Established in 2010 by three highly respected and renowned industry luminaries, Eagle River Advisors’ approach is unique for the superior pedigree of its counsel and for its focus on creating individualized client solutions that fully address current legal, economic and regulatory environments.


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s