Are You Maximizing the Benefits
of Trusts for Your Clients?

Revocable and irrevocable trusts may seem like tired and old, “plain vanilla” tools, but are you aware of their most up-to-date uses in today’s estate and financial planning?

Whether you’re a financial advisor, insurance agent, CPA, or estate planning attorney, you owe it to yourself and your clients to know:

  • The superior results that can be obtained through the most modern design and application of both revocable and irrevocable trusts
  • How state and local income taxes can be avoided, not only during a client’s lifetime, but after death - - even if the decedent lived and family members continue to live in high tax rate jurisdictions
  • How to significantly reduce the costs of administering a trust during the trustmaker’s incapacity or after his or her death
  • How “Will” contests and other legally and emotionally expensive litigation over a decedent’s assets can be eliminated
  • How to “modify” a trust to obtain better tax, asset protection or other results under state law

Learn all of this and much more by joining us and nationally renowned estate planning attorney, Jonathan G. Blattmachr, for an informative and invigorating 90-minute presentation entitled, “Modern Uses of Trusts in Estate & Financial Planning”.

  • Program Title: Modern Uses of Trusts in Estate & Financial Planning
  • Speaker:
  • Duration: 90 minutes

Jonathan G. Blattmachr

J.D., LL.M. (Taxation)
Jonathan G. Blattmachr

Jonathan G. Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 500 articles on estate planning topics.

He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.

Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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