In this 60-minute presentation, Jeff Glickman and Jonathan Blattmachr will discuss the varied vehicles for growing significant estates, and cover principles that are widely applicable for advising clients who are focused on building wealth. These individuals typically need to invest for high returns while minimizing income taxation that will deplete those returns. The speakers will present a new methodology for increasing investment returns, explore the impact of income taxation on such returns, and consider strategies for eliminating or reducing such tax.
Jonathan G. Blattmachr, JD, has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.
Jeff Glickman is a computer scientist trained in both software and hardware engineering. He holds numerous patents in multiple disciplines including machine intelligence, computer architecture, communications, and image processing and pattern recognition. He has been awarded the distinction of Senior Member of the Institute of Electrical and Electronics Engineers (IEEE) for his contributions to computer science and computer engineering.
*Occasionally, ILS will make available certain topics free to all who register. These topics are generally considered as essential to the area of practice and/or impacting the industry.
InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.
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