The Unthinkable Has Happened: No Estate Tax and Carryover Basis
Topic of Disscussion:
This presentation will cover critical year end planning for this year without Federal estate tax and carryover basis. It will also discuss important steps for clients to take in anticipation of the return of the Federal estate tax and the step up in basis. Specific recommendations will be made.
Guest Speaker Jonathan Blattmachr
Jonathan Blattmachr is a member of the Alaska, California and New York Bars, and retired partner from the law firm of Milbank, Tweed, Hadley & McCloy LLP. He has served as a lecturer-in-law of the Columbia University School of Law and an Adjunct Professor of Law at New York University Law School. He is a former Chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of other committees of the New York State Bar Association and the American Bar Association. Mr. Blattmachr 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. He is author or co-author of over 300 articles and five books on estate and tax planning topics including a new book published by the Practicing Law Institute on Circular 230. He has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners & Councils. Mr. Blattmachr also is a co-developer of Wealth Transfer Planning, a software system published for lawyers which provides specific client advice and automated document assembly for Wills, trusts, powers of attorneys and other estate planning documents.
Location:
The Cincinnati Art Museum
953 Eden Park Drive
Cincinnati, Ohio 45202
Directions
Time:
3:30pm - 4:00pm Registration
4:00pm - 5:30pm Presentation
5:30pm - 6:30pm Happy Hour and Hors d'oeuvres
Meeting Cost:
$40.00 Members
$65.00 Guests
Continuing Educations Credits Available (pending approval):
Ohio Legal
Kentucky Legal
Ohio Insurance
Kentucky Insurance
CFP
CPA
Space at this event will be limited and will fill up fast, so reserve your spot today by contacting Sandy Hatmaker at cincycouncil@aol.com or call 513-554-3074.
