Jonathan Blattmachr Speaks at 46th Annual Heckerling Institute on Estate Planning

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.

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Jonathan Blattmachr to Speak at 33rd Annual Duke University Estate Planning Conference

Leading trust and estate planning attorney Jonathan Blattmachr of Eagle River Advisors today will speak at the 33rd Annual Duke University Estate Planning Conference, taking place on October 13-14 at the Duke University School of Law in Durham, North Carolina.

Making the opening comments of the conference in a presentation entitled, ‘The Future of the Practice of Law,’ Mr. Blattmachr will join preeminent estate planning and tax practitioners and legal scholars in examining in detail current developments in the field of Estate and Gift Tax.

Fellow speakers will include representatives of Lazard Wealth Management, McGuireWoods, and faculty from Duke Law School, the University of Missouri (Kansas City) School of Law and the University Of Washington School Of Law. Attendees are expected to strengthen their knowledge of estate planning techniques to a multitude of diverse and complex problems, while the conference additionally provides a forum for the discussion of important estate planning problems and their solutions. Mr. Blattmachr will be drawing from his 35 years of experience as a nationally-recognized authority on estate planning.

Based in New York, Mr. Blattmachr is a principal of Eagle River Advisors, a boutique advisory firm dedicated to developing and implementing innovative wealth and gift and estate tax 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.