Want to Help Reduce Trust Income Taxation and
Maintain Creditor Protection for Your Clients?
Learn About the Flexible Beneficiary Trust Strategy from
the Nation’s 4 Leading Estate and Tax Planning Experts!
With the effective elimination of estate tax planning for most clients, reducing income taxes and asset protection has become the major concerns for most families. It is the responsibility of the family’s key advisors to ensure that these concerns are addressed and that the best planning strategies are presented.
This is why, whether you’re an estate planning attorney, CPA, financial advisor, trustee or other professional advisor, you will want to be sure to tune into a special presentation put together by the four leading experts—Jonathan G. Blattmachr, J.D., AEP (Distinguished), Douglas Blattmachr MBA, Marty Shenkman J.D., CPA/PFS, MBA, and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)—entitled, “The Flexible Beneficiary Trust: Reduce Trust Income Taxes and Maintain Creditor Protection”.
In this 91-minute presentation, they will cover the following:
- Detailed instruction on how to structure and administer a trust that does not require current payments (as a marital deduction trust must) so that income taxation can be reduced overall, asset protection enhanced
- Why “flexible” beneficiary trusts are extremely beneficial in preserving wealth by providing the greatest income tax reduction opportunity (even though they face the highest federal brackets)
- How the “main trust” can postpone taxation of income for 20 years (or longer) by making distributions to a special kinds of trusts
- Why it is almost always better to have the family make charitable donations through a trust vs directly from an individual
- How distributions from the main trust may save income taxes and preserve asset protection and government entitlement for the beneficiaries
- What the 65-day rule is and how its understanding and implementation is critical to achieving the best results for clients
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
ABOUT THE SPEAKER
Douglas Blattmachr founded Peak Trust Company, formerly Alaska Trust Company, in 1997. Douglas served as the President and CEO from 1997 until 2018. Douglas currently serves as Chairman of the board and continues to serve in an advisory capacity for the company as well as board management. He brings with him over 40 years of trust and investment management experience. Prior to starting Peak Trust Company, he was Senior Vice President and Chief Investment Officer for a $5 billion trust division at WestOne, President & CEO of Neuberger & Berman Trust Company, and headed up the D.A. Davidson Trust Company….
J.D., LL.M. (Taxation)
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…
J.D., CPA, MBA
Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
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.