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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
Director of Sales and Marketing
InterActive Legal
+1 321. 251.1000
mtove@interactivelegal.com

Events

Smaldino: Recent Tax Court Case Has Important Lessons On How To Do Estate Planning Right!

A recent Tax Court Case, Smaldino V. Commissioner Of Internal Revenue, T.C. Memo. 2021-127, November 10, 2021 has lots of important lessons on how to do an estate plan properly. These lessons are particularly important for those that did planning in a rush in 2020 and 2021 fearing dramatic changes in the tax laws. Even if those harsh changes aren’t enacted (few of them were included in the bill just passed by the House), if you are doing planning, you should heed the lessons provided in Smaldino.

House Estate Tax Proposal Requires Immediate Action

The House Democrats are proposing a $3.5 trillion spending plan. To support that package the Democrats have proposed tax increases to fund a large portion of that plan.

Speakers: Jonathan Blattmachr, Esq., Robert S. Keebler, CPA, and Martin Shenkman, Esq.

The House Ways and Means Committee just issued statutory language for the tax increase proposal, including dramatic changes to the transfer tax system. While the tax legislative process will no doubt evolve with many twists and turns, these proposals might be the blueprint for any final legislation. The implications of this are quite simple. Taxpayers who might be affected need to plan and take action now. If a client has been sitting on the tax planning fence waiting to see what will be enacted, this proposal suggests you advise them to jump off the fence and plan with haste. This webinar will explore the House proposal, what might happen, but most important, what advisers should discuss with clients now.

Preview of Upcoming 47th Annual Notre Dame Tax and Estate Planning Institute

This will be a fast-paced review of a wide range of practical planning ideas including: Freeze planning for GST exposed trusts and QTIP trusts; Installment sales to non-grantor trusts; Mathematics of charitable planning; Creative planning considering the changing political landscape; Beneficial interests in trusts and dissolution of marriage; Strategies to avoid ethical issues in estate planning; Diversity, equity, and inclusion-practical tips; SLAT tips; ERC and PPP; Agreements that protect clients and advisors: inheritance agreements, siblings agreements, and agreements with caretakers; and more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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