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2010 Philanthropic Symposium


Jonathan Blattmachr – nationally-recognized trusts and estates lawyer who "enjoys the status of a Hollywood Star" according to The New York Times – will discuss the current estate tax situation, leading-edge planning techniques, and what Congress will do next. A Principal in ILS Management and a former Partner at Milbank Tweed, Jonathan is listed in The Best Lawyers in America. He writes and lectures extensively on estate and trust taxation and charitable giving.  Click Here to view presentation




Mark Brewer, President & CEO of the Community Foundation of Central Florida, will share new research on the five living generations and their approach to civic engagement and philanthropy, and opportunities for professional advisors resulting from the current state of philanthropy.  Click Here to view presentation

                                           
The Kurzweil website link:  http://www.kurzweilai.net

Articles referenced at 2010 Philanthropic Symposium:

Gift Tax Safetly Nets for Installment Sales to Grantor Trust by Jonathan Blattmachr & Michael L. Graham - 2008

Split Purchase Trust by Jonathan Blattmachr - 1994

Estate Planning in a Low Interest Environment by Diana S.C. Zeydel - 2009

How do Interest Rates affect the calculations in commonly used Estate Planning Strategies by Diana S.C. Zeydel - 2009

 

 
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