Jonathan Blattmachr at the 2011 Federal Tax Clinic

Preeminent trust and estate planning lawyer Jonathan Blattmachr of Eagle River Advisors today will be delivering a speech on temporary estate, gift and GST tax exemptions to the 2011 Federal Tax Clinic at the Bryant Conference Center on the campus of The University of Alabama. The conference, in its 65th year, brings together tax professionals for a two day event to discuss key industry topics and changes.

The Alabama Federal Tax Clinic, founded in 1947, provides quality educational service to CPAs and tax lawyers in the Southeast. With unique expertise and feedback from Clinic participants, the board has maintained the clinic for over 60 years. This year’s seminars feature leaders in the fields of estate planning developments, international tax and partnership sales, among others.

Mr. Blattmachr’s speech, entitled the ‘Impact of $5 Million Exclusion,’ will tap into his deep knowledge of the ever-changing tax codes, and offer his insights into best estate planning strategies for a plethora of individual circumstances. Participants will benefit from his expertise, stemming from 35 years of experience in trusts and estates law, his extensive lecturing on estate and trust taxation and charitable giving, and his authoring or co-authoring of five books and over 400 articles on estate planning topics.

Specifically, Jonathan Blattmachr will cover the opportunities for financial and estate planning available under the temporary $5 million estate, gift and GST tax exemptions. He will explain how most efficiently to use the exemptions, including how to have the transfer or retain interests in the property transferred while keeping the property out of his or her estate for Federal tax purposes. Further, he will discuss how to avoid the reciprocal trust doctrine if spouses create trusts for each other and the role of life insurance in such planning.

Download ‘How to Navigate the Bumpy Road Ahead’ Webinar

How to Navigate the Bumpy Road Ahead Webinar
Recording date: Wednesday, October 12, 2011 1:00 pm

Panelist Information:
Jonathan G. Blattmachr, JD
Duration: 1 hour 18 minutes
Description: National Estate Planners Awareness Week Kickoff Event. Presented by National Association of Estate Planners and Councils and InterActive Legal

– The toughest planning challenges you will face in 2011
– Legislative shenanigans that may affect your clients
– How economic pressures will impact your business
– Readying your practice for the uneven ride ahead

Download Jonathan Blattmachr Webinar Here.

Bumpy Road Ahead to the New Normal: Are You Ready for the Challenge?

Presented by National Association of Estate Planners and Councils and InterActive Legal
National Estate Planners Awareness Week Kickoff Event: “How To Navigate The Bumpy Road Ahead” FREE webinar by Jonathan Blattmachr.

Join Accredited Estate Planner® Jonathan Blattmachr, JD October 12th, 2011 1:00-2:00 p.m. EDT for an Eye-Opening discussion about the unique dynamics that will impact your clients & your practice this fall.

This powerful webinar will explore:
– The toughest planning challenges you will face in 2011
– Legislative shenanigans that may affect your clients
– How economic pressures will impact your business
– Readying your practice for the uneven ride ahead

REGISTER HERE.

Jonathan Blattmachr Speaks to MPS

Jonathan Blattmachr discusses the current scope of legal services. He highlights Legal Zoom, Paralegals, LDA’s and the Internet as examples of these recent additions to the legal field. With so many options out there to accommodate the public’s legal needs, firms now have to be efficient and up to date.

Change is inevitable to the future of your legal practice, Jonathan uses recent changes in the Estate Tax to make this point. Services like Interactive Legal and MPS can help you play the game of constantly forecasting change in your competitive market.