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Alaska Governor Recognizes InterActive Legal Co-Founder

Governor Bill Walker cites contributions by Jonathan Blattmachr

Jonathan G. Blattmachr, JD

MELBOURNE, FL - June 14, 2017 — InterActive Legal founding partner, Jonathan Blattmachr has been recognized by Alaska Governor Bill Walker for contributions to that state's vibrant trust and estate industry.

Mr. Blattmachr, who is Editor-in-Chief & Co-Author of Wealth Transfer Planning™, the flagship software solution for trusts and estates attorneys offered by InterActive Legal, received a surprise letter from the Alaska Governor just days ago. In it, the Governor lauds Mr. Blattmachr for his expertise in assisting with legislation responsible for the Alaska Trust Act, which is celebrating its 20-year anniversary.

"Your efforts were instrumental in the passage of this legislation and the benefits it has created for Alaska," the Governor wrote. "As a result, Alaska has been a leader in the realm of self-settled trusts, opt-in community property trusts, a tiered scheduled for life insurance premium tax, and trust decanting legislation."

The Alaska Governor's letter pays homage to Mr. Blattmachr's career devotion to the trusts and estates industry, where Mr. Blattmachr has become a nationwide household name for his achievements as a niche expert. The same dedication and expertise are found in the language contained in the automated documents used by subscribers to InterActive Legal, the company that Mr. Blattmachr co-founded with Texas estate planning attorney, Michael L. Graham.

 

About InterActive Legal
InterActive Legal, headquartered in Melbourne, FL is a leading provider of software solutions and practice development initiatives to the estate planning, elder law, and special needs planning legal community nationwide. InterActive Legal's automated document drafting suites helps legal practitioners in this arena make quantum gains in efficiencies and accuracy, thus enabling them to better represent the needs of their clients.

For more information, visit https://interactivelegal.com

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Matthew Tove
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InterActive Legal
+1 321. 251.1000
mtove@interactivelegal.com

Events

A Disruption in Trust Taxation - Kaestner and Paula Cases Reviewed

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration. Three leading experts, Jonathan G. Blattmachr, Mark Lobb, and Aaron Hegji will discuss the Kaestner and Paula cases, and provide explicit recommendations on structuring and administering trusts to avoid state tax on trust income, in light of the holdings.

Snap, Crackle, Swap—More on the Substitution Power in Grantor Trusts

In late May, Paul Hood was joined on a webinar by Jonathan Blattmachr and Professor Mitchell Gans to extensively analyze the power to swap or substitute assets with a grantor trust. That presentation included more information than could be covered in the planned ninety minutes, so we are pleased to bring back the same panel to continue their discussion.

Valuations and Estate Planning - Impact of Covid

What are the valuation implications of the current economic environment brought about by the economic implications and stock market’s reaction to the COVID-19 crisis? The program will discuss the practical ramifications to valuations and the implications to estate planning transactions. A number of factors may have aligned for what is potentially a unique opportunity to maximize the efficient use of exclusion amounts and transfer significant wealth at a relatively lower cost. The program will provide technical but practical valuation insights that practitioners will need to understand in guiding clients planning in the last half of 2020.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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