Jonathan Blattmachr to Open 46th Annual Heckerling Institute on Estate Planning

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Mr. Blattmachr will explore how to make the most of estate planning in these tentative times by adopting flexible approaches using powers of appointment.

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Distinguished trust and estate planning lawyer Jonathan Blattmachr of Eagle River Advisors is to open the 46th Annual Heckerling Institute on Estate Planning in Orlando, Florida on January 9. As a member of the Institute faculty, Mr. Blattmachr will join the nation’s most prestigious attorneys, trust officers, accountants, insurance advisors, and wealth management professionals in one of the country’s leading conferences in the field.

Mr. Blattmachr’s presentation designated a “Fundamentals Program,” will help guide today’s estate planners whose clients are faced with uncertainty in both the legal and economic environments. Through his presentation, Mr. Blattmachr will explore how to make the most of estate planning in these tentative times by adopting flexible approaches using powers of appointment.

Titled “What Your Mother Never Told You About Powers of Appointment: A Most Flexible Estate and Financial Planning Tool,” Mr. Blattmachr’s presentation will cover some fundamentals and fine points of powers of appointment. Emphasis will be on how powers can produce enhanced estate, gift, generation-skipping transfer tax and income tax benefits and how they can cause adverse effects. Specific planning suggestions and sample language will be presented.

Eagle River Advisors is an independent boutique advisory firm which develops and delivers innovative wealth, gift and estate planning strategies on behalf of high net worth individuals and families. Established in 2010 by three highly respected and renowned industry luminaries, Eagle River Advisors’ approach is unique for the superior pedigree of its advice and for its focus on creating individualized client solutions that fully address current tax, economic and regulatory environments.

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Margot Olcay
Rubenstein Communications
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