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Tuesday, July 19, 2016

Save the Date – September 28, 2016!

If you are in South Florida, and are interested hearing Jonathan Blattmachr present at the 3rd annual Palm Beach County Wealth & Estate Planning Seminar, click here to learn more and register (scroll down to the bottom of the list on that page for “Individual” sign ups). Space is limited, so don’t delay!

Jonathan will be speaking on two topics - The Critical Importance of Significant Tax Free Returns and How to Achieve Them, and The New Regulations Under Section 2704(b). If those new regulations are not released by then, the alternate topic will be The Charitable Deduction for Estates and Trusts–Something You Need to Know Cold. The presentation is given at the Boca Raton campus of Florida Atlantic University in the late afternoon, and is followed by a cocktail reception.

It is not too late to sign up as a sponsor either – so if you would like to get your name or your business name placed prominently before 250 or so of the best and brightest attorneys, accountants, financial advisers, insurance agents, and others in the South Florida estate planning community, click here for what you received with each level of sponsorship, click here to sign up to be a sponsor, or send me an email at and I can help and answer any questions. Again, the sooner you sign up, the quicker we can get you added to the list of sponsors on the event website and on event mailings.

I hope to see many of you there on September 28!


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