Thursday, July 15, 2021 from 12:00 PM to 1:15 PM PDT
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This is an online event. 
Please note that login information and additional logistics will be emailed to attendees prior to the virtual meeting.



Northern California Planned Giving Council 
Heidi Strassburger Masters Program
July 15, 2021, 12 noon - 1:15 pm

Tax Change Affecting Estate & Charitable Planning

Program Description:
This presentation will discuss the more significant tax proposals that will affect estate planning and charitable giving. It will cover proposals to increase estate and income taxes and how individuals can best plan for themselves, their families, and their favorite charities. Perhaps, the most significant change would be gain recognition on property transferred by gift or at death. If that occurs, charitable remainder trusts will become much more common. However, other recent tax changes also should result in a greater use of charitable remainder trusts.

This presentation provides valuable advice on how to balance transferring property to an individual or a charity while taking into account the possible adverse tax law changes.



Jonathan G. Blattmachr
Pioneer Wealth Partners

Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan. He is a Principal at Interactive Legal Services Management, LLC, serving as Editor-in-Chief and co-author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning.™ He is a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska, and California Bars. 

Jonathan is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America. He graduated from Columbia University School of Law, cum laude, 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 authors or co-authors nine books and more than 500 articles on estate planning and tax topics. Jonathan was on active duty in the US Army from 1970 to 1972, 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.

This event is sponsored by:

Registration closes on July 14, 2021
Program Fees: Members - $35; Non-members - $50
Continuing Education Credit: MCLE, CSPG approved. Pending CFRE and CFP

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