This course will review the highlights, requirements, and framework to understand and address the Corporate Transparency Act (“CTA”), but it will go much deeper than just summarizing the new rules. This program will provide practical step-by-step strategies for communicating with clients about the CTA. The CTA becomes effective January 1, 2024. But you need to act NOW before the end of 2023 to help your clients.
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Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY 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 and is listed in The Best Lawyers in America. He has written and lectured extensively on estate and trust taxation and charitable giving.
Mr. Blattmachr graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his A.B. degree from Bucknell University, majoring in mathematics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Mr. Blattmachr is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. He is author or co-author of eight books and more than 500 articles on estate planning and tax topics.
Among professional activities, which are too numerous to list, Mr. Blattmachr has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd; and as a Fellow of The New York Bar Foundation and a member of the American Bar Foundation.
Abigail O’Connor serves as Chief Fiduciary Officer for Peak Trust Company. Since joining the team in 2024, Abigail brings deep expertise in strategic estate planning for high-net-worth clients. In her role, Abigail is responsible for overseeing the fiduciary operations of the company, ensuring the highest standards of trust administration and client service. She leads a team of experienced professionals, providing strategic guidance on complex trust and estate matters, and works closely with clients to develop and implement customized estate planning solutions. Abigail’s extensive background in estate planning, tax strategy, and trust administration uniquely positions her to drive Peak Trust Company’s mission of delivering unparalleled fiduciary services.
With over 15 years of dedicated experience in trusts and estates, Abigail has honed her expertise in a variety of practice areas. These include estate planning, estate and gift tax strategic planning, representation of trustees and beneficiaries, estate administration, and family business succession planning. Her comprehensive approach to estate planning integrates tax considerations, challenging family dynamics, and the unique needs of family business owners. This diverse experience is instrumental in her current role, where she ensures that clients receive holistic and tailored fiduciary services.
Abigail’s professional affiliations are extensive. She serves as the Alaska State Chair of the American College of Trust and Estate Counsel (ACTEC) and has held leadership roles in several professional organizations, including the Anchorage Estate Planning Council and Anchorage Trust & Estate Professionals.
Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 42 books and more than 1,000 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”
