Jonathan Blattmachr of Eagle River Advisors Presents Seminar on Life Insurance in Wealth Transfer Planning

Share Article

Jonathan Blattmachr provided an in-depth review of current options to enhance the use of life insurance as a wealth planning tool in consideration of new tax, regulatory, and economic environments.

Eagle River Advisors Logo

Leading trust and estate planning attorney, Jonathan Blattmachr of Eagle River Advisors, on Thursday, September 22, updated professional and aspiring estate planners at the esteemed 46th Annual Southern Federal Tax Institute (‘the Institute”) on “Life Insurance in Wealth Transfer Planning”.

A much sought out authority and speaker on estate planning matters and veteran presenter of the Institute, Mr. Blattmachr’s informative one-hour presentation provided an in-depth review of current options to enhance the use of life insurance as a wealth planning tool in consideration of new tax, regulatory, and economic environments. Mr. Blattmachr also addressed the latest developments and variety of planning techniques involving life insurance in his discussion.

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.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Margot Olcay
Rubenstein Communications
(212) 843 8284
Email >
Visit website

Media

Eagle River Advisors Logo