Speaker Program: Cutting Edge Estate Planning Techniques

Date: Tuesday, January 22, 2013
Time: 4:00 PM - 8:00 PM
Location: Santa Ana Country Club / 20382 Newport Boulevard / Santa Ana 92707
Speaker: Jonathan Blattmachr and Professor Jerry Hesch

Session 1: Registration - 4 to 4:30 p.m.  I  Presentaton - 4:30 to 5:30 p.m.

Topic: Cutting Edge Estate Planning Techniques

This program is divided into (2) 1-hour segments; Session 1 and Session 2.  If you wish to receive 2-hours of continuing education credit, you must attend both sessions.  Continuing education credit will not be applied to your license if you attend only one of the sessions. 

Estate Planning Techniques to be discussed include:

  • Installment Sales to Grantor Trusts
  • 99- Year GRAT
  • Leveraged GRAT's
  • Supercharged Credit Shelter Trusts
  • Split Purchase Trusts
  • Testamentary CLATS

Session 2: Registration 5:30 to 6:15 p.m.  I  Dinner 6:15 to 7:00 p.m.  I  Presentation - 7:00 to 8:00 p.m.


Jonathan Blattmachr, Eagle Advisors 

Principal Jonathan Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars.



Professor Jerry Hesch, Carlton Fields

Jerome Hesch has extensive experience as a tax and estate planning consultant.  His practice experience also includes the use of captive insurance companies, financial derivatives, and energy tax credits. Prior to practicing law, Mr. Hesch was a full-time law professor for 20 years, teaching at both University of Miami School of Law and Albany Law School, Union University.



Remember: You MUST attend both sessions to receive the full 2-hours of continuing education credit for the following disciplines: Attorney, CPA, CSPG, Fiduciary, Trust Officer. CE pending approval with the CFP Board of Standards and the CA Department of Insurance. Credit will not be applied if attending only one session.

January Dinner Sponsor

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