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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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.

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.

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.