Professional Advisors Series 2020

We hosted the 14th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 18.

“Year-End Estate Tax Planning After the Election” was presented by Jonathan G. Blattmachr, a popular speaker at previous Advisors Series hosted by The Catholic Foundation. Click here to obtain the digital binder of the event that includes speaker slides.

The event took place virtually through a Zoom webinar, allowing guests to participate in the safety and convenience of their home or office, and offered two hours of continuing education credit.

Blattmachr is director of estate planning for Peak Trust Company, formerly Alaska Trust Company, and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisory firm in Manhattan.

He is the author and co-author of several books and more than 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.