Wednesday, February 21, 2007

Atty Blattmachr to Speak at EPC on Feb 27th

The Central Pennsylvania Estate Planning Council will host a session on Tuesday, February 27, 2007, with nationally-known attorney Jonathan G. Blattmachr, Esq., who will speak on the topic "Estate Planning for Middle Class Married Clients". The session is underwritten in part by The Hershey Trust Company.

Mr. Blattmachr will appear through the courtesy of the
National Association of Estate Planners and Councils, of which CP EPC is a long-time, organizational member.

Mr. Blattmachr's credentials & accomplishments are impressive, and his influence in the estate planning field is extensive. He is a graduate of Bucknell University and Columbia University School of Law. He is a partner at
Milbank, Tweed, Hadley & McCloy, in New York City.

Jonathan Blattmachr’s practice involves estate and gift tax planning, tax exempt organizations and estate and trust administration. 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. He was listed in 1985, before he was 40 years old, as among the best 250 lawyers in the country and has been listed as one of the best 50 lawyers in New York. He has written and lectured extensively on estate and trust taxation and charitable giving. He currently serves as chair of the Milbank Trusts and Estates Department.
He is a member of the Alaska, California, and New York Bars. He served as a lecturer-in-law of the Columbia University School of Law, and is an Adjunct Professor of Law at New York University Law School in its masters in Tax Program. He is a former Chairperson of the Trusts & Estates Law Section of the New York State Bar Association and the American Bar Association.

He authored a book, entitled
The Complete Guide to Wealth Preservation and Estate Planning, published by Regnery Publications, Inc.

[This book] is a comprehensive treatise dealing with a broad spectrum of financial issues of critical importance to business owners. The Guide discusses (in layman's language) tax and non-tax aspects of accumulation, preservation and disposition of assets by and between family members and others. * * *

Written by top estate planning expert Jonathan Balttmachr, the Guide shares personal experiences and observations that help identify and address estate, business succession and wealth management issues. It sets out an excellent and persuasive plan of action for concerned business owners who want their heirs -- not the government -- to inherit their estates.

Get answers to many everyday questions you encounter from your clients:

  • When is a will needed?
  • Should probate be avoided?
  • Should I acquire life insurance?
  • How can I save on estate related taxes?
The CP EPC session is described in a promotional brochure that has been distributed widely to the membership of various other estate planning councils in mid-Pennsylvania (listed in the sidebar of this Blog). The session is open to members of an estate planning council, and non-members, alike.

The presentation is described as follows:

Come learn more about:

  • How big is the Formula Marital Deduction if there is no Marital Deduction?
  • Carryover Basis Matters,
  • Ways to Structure the Marital Bequest,
  • And Much More!
This session is billed as CP EPC's "6th Annual Hors D’oeuvres Social". It will be held at the West Shore County Club, 100 Brentwater Road, Camp Hill, PA (off Rt. 15 in the Harrisburg area's "west shore").

The schedule is as follows:

  • 5:00 p.m. – 6:30 p.m. -- Networking & Heavy Hors D’oeuvres
  • 6:30 p.m. – 8:00 p.m. -- Program, with Mr. Blattmachr
Continuing education credit is available to participants, including 1.5 PA Insurance Credits, 1.5 CFP® Credits, 1.5 Attorney (CLE) Credits, or 1.5 CTFA (Trust) Credits, if one attends the entire program.

Cost for the program is $45.00 for an estate planning council member, and $65.00 for a non-member. After February 22, 2007, a $10 late registration charge must be applied.

For further information, contact Melissa Goulet, CP EPC Administrator, at 717-258-4844, or by e-mail (

You can register by completing & then delivering to her a downloadable form, available here.

This is a rare opportunity in Central Pennsylvania. I'm going. Hope you can too.