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SOURCE: Rubenstein Communications
Blattmachr joined several estate planning experts for discussions of a variety of topics.
Charlotte, NC (PRWEB) May 18, 2012
At a day-long seminar for tax and estate industry professionals, distinguished trust and estate planning attorney Jonathan Blattmachr of Eagle River Advisors joined several estate planning experts for discussions of a variety of relevant topics.
The well-attended event, which took place on May 17, 2012 at Queens University of Charlotte’s Dana Auditorium saw Mr. Blattmachr joined by fellow experts in the fields of corporate and business transactions, estate planning, probate administration and tax matters, among other practice areas. Attendees included financial planning practitioners, attorneys, trust officers, financial advisors, accountants, insurance professionals, asset managers and philanthropy professionals.
A nationally-recognized expert on estate planning and a prolific speaker on insurance and taxation matters in estate planning, Mr. Blattmachr spoke on the topics of “Best Estate Planning Strategies for Married Couples,” highlighting the most current estate planning strategies and opportunities for husbands, wives and same sex married couples, including second and subsequent marriages.
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.
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