Central Bank & Trust Company

Flexible Beneficiary Trusts: Reducing Income Tax on Non-Grantor Trusts

Date: Tuesday, January 3, 2023
Time: 11:30am - 1:00pm
Location: DoubleTree Guest Suites, 2601 Richmond Rd, Lexington, KY
Speaker: Jonathan Blattmachr - Peak Trust Company, Anchorage, AK (via Zoom)

Our January meeting topic has changed, but we are very excited to present a wonderful opportunity for you.  We are very excited to welcome Mr. Jonathan Blattmachr, JD, LLM of Peak Trust Company in Anchorage, AK, to speak to us.  Mr. Blattmachr will be presenting the topic of "Flexible Beneficiary Trusts: Reducing Income Tax on Non-Grantor Trusts" to us VIA ZOOM, but he will present in real-time to us as a group complete with the opportunity to ask questions.  Same great lunch, same great networking, same great presentation!

Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in new flagship location in Chicago. He is a Principal at Interactive Legal Services Management, LLC, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in California bars. He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in. 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 and is author or co-author of 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.

Please join us at the DoubleTree Guest Suites, 2601 Richmond Rd, for this special meeting.  A buffet lunch with be served.  The cost of this meeting is $15 for members and $25 for guests. 

If you wish to attend this meeting, you must RSVP no later than 3:00 PM on Friday, December 30th, by either clicking this link -   https://www.bgepc.org/events/event/23094 - or by replying directly to this email.  Please be sure to RSVP so that we have plenty of space and food for everyone.  Those who come to the meeting having not RSVP'd may run the risk of being turned away at the door if there is not enough space, so please be sure to RSVP even if you have pre-paid your lunches for the year.

If you will be bringing a guest, please be sure that I have their name so that a nametag can be prepared for them.

***Be sure to bring a business card with you for our drawing - we will be giving away a $50 Visa Gift Card  at this meeting!  (Members only...board members are not eligible.)

We look forward to seeing you on Tuesday, January 3rd, from 11:30-1:00 at the DoubleTree Guest Suites!

Melissa Gregory, Council Executive

 

~We LOVE our sponsors and thank them for their continued support!~

 

PLATINUM:  

Central Bank

Community Trust and Investment Company 

Stock Yards Bank and Trust

 

GOLD:  

Corporate Finance Associates

MCF Advisors

 

SILVER:

Wealthsouth

 

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