Every year, CICF brings a nationally known expert to speak on an important topic in estate planning, taxation or charitable giving, as our gift to the professional advisor community.
Sign up to receive our monthly newsletter for professional advisors to be among the first to learn details about this year’s seminar.
Tuesday, Oct. 1, 2019
The Montage at Allison Pointe
8580 Allison Pointe Blvd., Indianapolis, IN 46250
We are thrilled to announce that Jonathan Blattmachr will headline this year’s seminar, presenting How the Tax Law Encourages Charitable Giving and Why We All Need to Pay Attention to That. This presentation will cover the fundamentals and fine points of charitable giving for income, gift and estate tax purposes, from direct contributions to charity to split interest trusts and conservation easements. Emphasis will be made on charitable deductions allowed to estates and non-grantor trusts, including a problem few have ever considered: a deduction under Section 642(c) when the estate or trust has imputed income such as from a partnership.
Mr. Blattmachr has been recognized as one of the country’s most creative estate planning attorneys. He is a principal in Pioneer Wealth Partners’ estate planning advisory group, a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York bars, a nationally recognized speaker in the estate planning field, and co-author of seven books and over 500 articles on estate planning topics.
SEMINAR AGENDA (tentative)
8:00 a.m. | Registration and continental breakfast
8:30 a.m. | Welcome and update on CICF’s impact investing efforts
9:00 a.m. | Jonathan Blattmachr’s How the Tax Law Encourages Charitable Giving and Why We All Need to Pay Attention to That – PART ONE
10:15 a.m. | Coffee break
10:30 a.m. |Jonathan Blattmachr’s How the Tax Law Encourages Charitable Giving and Why We All Need to Pay Attention to That – PART TWO
11:45 a.m. (approx.) | Event conclusion
REGISTRATION deadline is SEPT. 23
Please contact Julie Scharlau at JulieSc@cicf.org with any questions regarding seminar registrations.
ABOUT OUR GUEST SPEAKER
Jonathan Blattmachr is a principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Jonathan has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored six books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and as an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Jonathan 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. Among professional activities, which are too numerous to list, Jonathan has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd, and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.
Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He served as an officer in the United States Army from 1970 to 1972 and was awarded the Army Commendation Medal.