17th Annual Advisors Series Offers 2 Hours of Continuing Education Credits for Professional Advisors
The 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 features guest speaker Jonathan G. Blattmachr and Teresa L Bush, Esq. and provides two hours of continuing education credit (CLE, CFP, CPE) to guests.
Blattmachr is the co-author of nine books and more than 500 articles on estate planning. Bush, who has practiced law since 1991, focuses her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
If you are not sitting at one of the sponsor tables and wish to attend the morning seminar at the Arts District Mansion, 2101 Ross Ave. in downtown Dallas, you can register online. A breakfast buffet is available at 7:30 a.m. and the two-hour program begins at 8 a.m.
Blattmachr has an extensive background in trust and estate law which spans almost five decades. He received his AB degree from Bucknell University where he majored in mathematics and he graduated cum laude from Columbia University School of Law where he was a Harlan Fiske Stone Scholar.
He started his career as an associate with Simpson Thacher & Bartlett LLP in New York from 1970-1977 and became a partner at Milbank, Tweed, Hadley & McCloy LLP where he worked for 33 years in New York. He is a retired member of the Alaska, California and New York Bars.
Bush began her practice in a small law firm, planning for clients of all levels of wealth, before practicing for a number of years in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for very high net worth clients.
She joined InterActive Legal in 2007 and serves as Director of Education and Support Services. She received her J.D. from the University ofTexas School of Law. She studied at Edinburgh University and the London School of Economics prior to obtaining a B.A. in Economics and Political Science from Rice University in Houston.
