Using a Charitable Remainder Trust to Maximize Benefits from an IRA or Qualified Plan

Jonathan G. Blattmachr | Pioner LLC

Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company (formerly Alaska Trust Company) and a Director/Principal of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm located in Chicago and New York.

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.

Stephen J. Bigge | Keebler & Associates, LLP

Stephen J. Bigge, CPA – is a partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs.

He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration. Stephen is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns. In addition, Stephen is a frequent writer for Taxes Magazine in his area of expertise.

Prior to joining Keebler & Associates, Stephen was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP. You can contact Stephen via email [email protected] or at 920.593.1702.

I. When CRTs are beneficial and how can increase family wealth | 2:00pm – 2:30pm

II. How CRTs and their distributions are taxed | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Ensuring CRT is properly drafted and administered | 3:10pm – 3:30pm

IV. Describe clients for whom the CRT strategy may be beneficial | 3:30pm – 3:50pm

V. How using the CRT may result in distributions being taxed at lower rates | 3:50pm – 4:10pm