Jonathan Blattmachr Leads Sessions in Estate Planning Essentials at CPMC Foundation and San Francisco Symphony Presentation Sponsored by Northern Trust

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Led two sessions on “Powers of Appointment: A Most Powerful and Important Estate Planning Tool” and “Why 2012 is the Best Year for Estate Planners”

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Expert trust and estate planning attorney Jonathan Blattmachr of Eagle River Advisors led two sessions on “Powers of Appointment: A Most Powerful and Important Estate Planning Tool” and “Why 2012 is the Best Year for Estate Planners” at a recent event presented by the CPMC Foundation and San Francisco Symphony with principal sponsor Northern Trust. Mr. Blattmachr spoke on powers of appointment and how useful they can be for a client and laws. He also provided an in-depth examination of the planning opportunities afforded by the 2012 gift and GST transfer tax provisions. The breakfast event at City Club in San Francisco on April 25, 2012 was well-attended by fellow members of the industry looking to acquire the strategic edge Mr. Blattmachr is known for providing.

Based in New York, Jonathan 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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