Thursday, March 10, 2016

50th Annual Heckerling Institute on Estate Planning

The 50th annual Heckerling Institute on Estate Planning that recently took place in Florida marked its celebratory golden anniversary with a wide-ranging program that highlights just how much the estate-planning landscape has revolutionized since the American Relief Act of 2012 (ATRA).

Two of the conference attendees, Martin Shenkman, founder of Shenkman Law and Jonathan Blattmachr, Principal in Pioneer Wealth Partners, supported this theme at the conference.  Shenkman argued, “we are estate counselors, as much as we are tax planning advisors.”

Since statistics show people are living longer than ever and federal estate tax exemption has encountered a substantial jump, renders a change in clients’ priorities.  Now, clients are much more focused on two areas:

1.       Finding a way to make sure their income lasts for the rest of their lives
2.       Finding a way to help them avoid guardianship proceedings while they encounter diminished cognitive abilities.

So these days the primary role of estate-planning teams has moved away from reducing estate taxes and broadening this to a wider spectrum including the above two points as well as broad trust for trustees, etc.

Eagle River Advisors Principals to Hold Webinar on Life Insurance and Estate Planning

New York, NY (PRWEB) June 18, 2012 Jonathan Blattmachr and Marc Pasquale of Eagle River Advisors will hold a webinar on Wednesday, June 27 at 1 pm EDT. The complimentary webinar is being held in conjunction with InterActive Legal and is entitled “Life Insurance and Estate Tax Planning: Towards a More Objective Decision.”

Life insurance is frequently purchased as a solution to funding estate taxes, but in practice, it may be a costly and imperfect solution. The event affords professionals in the industry an opportunity to hear the speakers discuss their views on how life insurance can be incorporated together with lifetime estate planning solutions.  This includes the use of some atypical insurance designs that offer additional efficiency and flexibility. The webinar is being presented in conjunction with an article authored by Mr. Blattmachr and Mr. Pasquale to be published in an upcoming issue of 'Trusts and Estates. '

Complimentary registration is available by clicking here

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.