Jonathan Blattmachr of Eagle River Advisors Presents Seminar on Life Insurance in Wealth Transfer Planning

Jonathan Blattmachr provided an in-depth review of current options to enhance the use of life insurance as a wealth planning tool in consideration of new tax, regulatory, and economic environments.

New York, NY (PRWEB) September 26, 2011 - Leading trust and estate planning attorney, Jonathan Blattmachr of Eagle River Advisors, on Thursday, September 22, updated professional and aspiring estate planners at the esteemed 46th Annual Southern Federal Tax Institute (‘the Institute”) on “Life Insurance in Wealth Transfer Planning”.

A highly sought-out authority and speaker on estate planning matters and veteran presenter of the Institute, Mr. Blattmachr’s informative one-hour presentation provided an in-depth review of current options to enhance the use of life insurance as a wealth planning tool in consideration of new tax, regulatory, and economic environments. Mr. Blattmachr also addressed the latest developments and variety of planning techniques involving life insurance in his discussion.

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.

Jonathan Blattmachr to Speak at The 37th Annual Notre Dame Tax & Estate Planning Institute

New York, NY (PRWEB) September 16, 2011

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 annual event attracts some of the country’s most sophisticated attorneys, trust officers, accountants, and other estate planning professionals to a two-day gathering each fall in South Bend, Indiana.

Mr. Blattmachr has led discussions at the Institute for the last decade and is a nationally-renowned 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 entitled, '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.