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 is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan. He is a principal at Interactive Legal Services Management, LLC and 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™. He is a retired member of Milbank Tweed Hadley & McCloy LLP. Mr. Blattmachr 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 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.
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.