Jonathan Blattmachr presents: Effective Uses of Non-Grantor Trusts for New Yorkers

Date: Tuesday, November 13, 2018
Time: 4:15pm - 6:15pm
Location: Wolferts Roost Country Club
Speaker: Jonathan Blattmachr, Esq.

Blattmachr Power Point

Blattmachr Materials : HERE

Program includes materials, CE credits for CFPs and CPAs (CLE is currently under rerview), and dinner.  Plesae join us for learning, networking, and a great evening!

The Tax Cuts and Jobs Act of 2017 has radically changed the taxation of individuals especially on account of the disallowance or limitations on income tax deductions.  Blattmachr teaches how:

  1. the annual $10,000 limit on state and local taxes operates
  2. a non-grantor trust can essentially remove the cap on the deduction.
  3. the new 20% deduction allowed under new Section 199A operates
  4. non-grantor trusts will allow New Yorkers (including CPAs and lawyers!) to take greater advantage of the new deduction

Cancellation Policy: Reservations must be cancelled 48 hours  prior to the meeting, otherwise the registrant will be charged. Contact the Executive Director at

Financial Aid policy

Related Document(s):

See Upcoming Event Calendar