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Charitable Deduction for Estates and Trusts

Something to Consider Now for Yourself and Your Client

One of the major differences between the income taxation of an individual, on the one side, and an estate or trust, on the other, is how the deduction for transfers to charity works.  Almost always, an advantage can be obtained by having the deduction taken by an estate or trust rather than an individual. This presentation will go into the details for such a deduction and how it can be used now by almost all individuals. 

​About the Speaker:

Jonathan G. 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 a Principal at Interactive Legal Services Management, LLC and serves as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™, and Elder Law Planning ™. He is a retired member of Milbank, LLC (formerly Milbank, Tweed, Hadley & McCloy LLP) and of the Alaska, California and New York bars. He is recognized as one of the most creative trusts and estates lawyers in the country. He graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He is author or co-author of nine books and more than 500 articles on estate planning and tax topics. Jonathan served two years of active duty in the US Army, 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.