Estate and Gift Tax Planning Opportunities

Date: Thursday, March 18, 2010
Time: 6:15 PM - 8:30 PM
Location: The Banker's Club, Downtown Miami
Speaker: Jonathan Blattmacher, Esq
Mr. Blattmachr's presentation will cover major estate and gift tax planning opportunities which are currently available, taking into account the tremendous volatility in property values, the political uncertainty on what tax changes will be made and the current interest rate assumptions used by the Internal Revenue Service. Jonathan Blattmachr is a member of the Alaska, California and New York Bars, and retired partner from the law firm of Milbank, Tweed, Hadley & McCloy LLP. He has served as a lecturer-in-law of the Columbia University School of Law and an Adjunct Professor of Law at New York University Law School. He is a former Chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of other committees 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. He is author or co-author of over 300 articles and five books on estate and tax planning topics including a new book published by the Practicing Law Institute on Circular 230. He has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners & Councils. Mr. Blattmachr also is a co-developer of Wealth Transfer Planning, a software system published for lawyers which provides specific client advice and automated document assembly for Wills, trusts, powers of attorneys and other estate planning documents.
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