Thank you to our February 28, 2018 Meeting Sponsor!

Dinner Meeting - Why Asset Protection Trusts Are of Greater Importance Today

Date: Wednesday, December 4, 2019
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, 66 Hale Avenue, White Plains
Speaker: Jonathan G. Blattmachr
RSVP BY 11.27.19

 

RESERVATIONS CLOSED WEDNESDAY, NOVEMBER 27, 2019

Questions - call Diane at 914-664-6193


About the Program

This presentation will discuss why asset protection trusts are of greater importance today than ever before.  It will discuss how they can be used to allow a property owner to benefit from property while keeping the assets held in the trust out of his or her gross estate.  It will introduce a new type of asset protection trust and explain why you will want to have clients use it in the near future.

About the Speaker

Jonathan G. Blattmachr

Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company, formerly Alaska Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan.  He is a Principal at Interactive Legal Services Management, LLC Mr. Blattmachr is a Principal in Inter Active Legal, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank Tweed Hadley & McCloy LLP.  He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in New York, Alaska and in California. He graduated from Columbia University School of Law, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving.  He is author & co-author of five books and more than 500 articles on estate planning and tax topics. Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal.  He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.


This meeting is sponsored in part by a grant from . . . 

 

 


CONTINUING EDUCATION:

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized Knowledge.  Our New York State CPE Sponsor license number is 000783.
  • (1) CFP CE credit.

DINNER CHOICES:

  • Cornmeal crusted Tilapia with Cajun Remoulade butter
  • Boneless Breast of Chicken Madiera

COST:  (Includes parking)

  • Members - no charge
  • Guest reservation - $100.00

RESERVATION POLICY:  In order to be able to give the Crowne Plaza a more accurate count, and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that;

  • all attendees register for all meetings no later than the RSVP date and,
  • if necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

CREDIT CARD PAYMENTS ACCEPTED
Guest fees reserved online through the website may be paid by credit card.

CHECK PAYMENTS:  Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with your receipt.

PHOTOS:  By attending a meeting of the Estate Planning Council of Westchester County (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.


 

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