Jonathan Blattmachr to Speak at The Thirty Seventh Annual Notre Dame Tax & Estate Planning Institute on September 16th

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Jonathan Blattmachr of Eagle River Advisors to lead discussion on charitable remainder and charitable lead trusts.

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Noted trust and estate planning lawyer, Jonathan Blattmachr, has been invited to lead a discussion on charitable remainder and charitable lead trusts at The Thirty Seventh Annual Notre Dame Tax & Estate Planning Institute on September 16. The Institute, which is a highly anticipated event in its field, attracts some of the country’s most sophisticated attorneys, trust officers, accountants, and other estate planning professionals to a two-day event each fall in South Bend, Indiana.

Mr. Blattmachr, has led discussions at the Institute for the last decade and is a nationally-recognized authority on estate planning who is frequently sought out to speak on his ground-breaking wealth and estate planning strategies.

Entitled, “What your mother never told you: The truth about charitable remainder and charitable lead trusts in lifetime and testamentary contexts and understanding their economics,” Mr. Blattmachr’s discussion is expected to be a highlight at the Institute this year for its engaging one-hour discussion including Q&A. At last year’s Institute, Mr. Blattmachr earned strong praise from peers for his seminar, “The State of the Profession.”

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 counsel and for its focus on creating individualized client solutions that fully address current legal, economic and regulatory environments.

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Margot Olcay
Rubenstein Communications
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