Heidi Strassburger Masters Program - Thursday, July 15, 2021 • 12 noon via Zoom
Heidi Strassburger Masters Program
12 noon - 1:15 p.m. via Zoom
Tax Change Affecting Estate & Charitable Planning
12 noon - 1:15 p.m. via Zoom
Tax Change Affecting Estate & Charitable Planning
Program Description: This presentation will discuss the more significant tax proposals that will affect estate planning and charitable giving. It will cover proposals to increase estate and income taxes and how individuals can best plan for themselves, their families and their favorite charities. Perhaps, the most significant change would be gain recognition on property transferred by gift or at death. If that occurs, charitable remainder trusts will become much more common. However, other recent tax changes also should result in a greater use of charitable remainder trusts.
Speaker:
Jonathan G. Blattmachr
Director of Estate Planning for Peak Trust Company and Pioneer Wealth Partners, LLC
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars.
Jonathan is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in. He graduated from Columbia University School of Law, cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving and is author or co-author of nine books and more than 500 articles on estate planning and tax topics. Jonathan was on active duty in the US Army from 1970 to 1972, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.
Jonathan G. Blattmachr
Director of Estate Planning for Peak Trust Company and Pioneer Wealth Partners, LLC
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars.
Jonathan is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in. He graduated from Columbia University School of Law, cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving and is author or co-author of nine books and more than 500 articles on estate planning and tax topics. Jonathan was on active duty in the US Army from 1970 to 1972, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.
Sponsored by:
Program Fees$35 - Member Rate
$50 - Non Member Rate Continuing Education Credit: MCLE, CSPG approved. Pending CFRE, CFP. Registration closes July 14, 2021 |
Event Information
Zoom information will be emailed to you upon registration.
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