Jonathan Blattmachr Leads Annual Meeting of the Philadelphia Estate Planning Council

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Program explained the reasons for using the $5.12 million gift and GST exemptions

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Jonathan Blattmachr of Eagle River Advisors today led the Philadelphia Estate Planning Council’s 2012 Annual Meeting, where he shared with fellow professionals his insight on how best to capitalize on the unique trusts and estates planning opportunities available this year.

Entitled "Why 2012 Is The Best Year For Sophisticated Estate Planning Strategies,” Mr. Blattmachr’s program explained the reasons for using the $5.12 million gift and GST exemptions. The event was held at the Hyatt at The Bellevue and was well-attended by members of the industry hoping to glean the best methods to take advantage of this period of opportunity for their clients.

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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