Jonathan Blattmachr Speaks at The Florida Bar’s “Transfer Tax Idols: Season 4”

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Spoke about the fundamentals and finer points of powers of appointment.

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Jonathan Blattmachr of Eagle River Advisors led a seminar on the need to build flexibility into estate plans at The Florida Bar’s “Transfer Tax Idols: Season 4” which took place at the PGA National Resort & Spa on May 4 in Palm Beach Gardens, Florida.

Mr. Blattmachr, a top name in the field of estate planning, spoke about the fundamentals and finer points of powers of appointment, highlighting how powers can produce enhanced results as well as how they can also cause adverse effects. Additional presentations at the advanced-level conference included: Using Taxes to Settle Trust and Estate Disputes; Capital Update - What’s Happening in Washington; and I Do, Act II: Planning it Right the Second Time Around.

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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Margot Olcay
Rubenstein Communications
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