Eagle River Advisors Principal Jonathan Blattmachr Speaks on Estate Planning and Gift Taxes at Community Foundation of Sarasota County Distinguished Speakers Series

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Jonathan Blattmachr delivers a series of speeches discussing broad changes and trends in the estate planning industry.

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At a well-attended, day-long seminar for estate and tax industry insiders held on November 8, 2011, distinguished trust and estate planning attorney Jonathan Blattmachr of Eagle River Advisors delivered a series of speeches discussing broad changes and trends in the industry, as well as the specific laws and codes which will have the most impact.

A nationally-recognized expert on estate planning and a prolific speaker on insurance and taxation matters in estate planning, Mr. Blattmachr spoke on the topics of “Looking Back and Looking Forward – Preparing Your Practice for the Future,” “Efficient Use of the New $5 Million Gift GST Tax Exemptions,” “Current Development Relating to Circular 230, Federal Ethics for Tax Practitioners,” and “Tax Effects of Decanting – Obtaining & Preserving the Benefits.”

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.


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Margot Olcay
Rubenstein Communications
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