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Estate and Elder Law Planning News and Press Releases

Jonathan G. Blattmachr, JD

Alaska Governor Recognizes InterActive Legal Co-Founder

Governor Bill Walker cites contributions by Jonathan Blattmachr
MELBOURNE, FL - June 14, 2017


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Cariloop

INTERACTIVE LEGAL AND CARILOOP ANNOUNCE PARTNERSHIP

Companies Join Forces to Improve Strategic Planning For Elder Care
DALLAS, TX – APRIL 16, 2015


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Jonathan G. Blattmachr, JD

INTERACTIVE LEGAL OFFERS COMPLIMENTARY WEBINAR – "THE ART AND SCIENCE OF DECANTING"

Presented by Jonathan G. Blattmachr, JD and Teresa L. Bush, JD
MELBOURNE, FL – JUNE 26, 2013


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 Vanessa L. Kanaga, J.D.

INTERACTIVE LEGAL WELCOMES VANESSA L. KANAGA, J.D.

InterActive Legal proudly announces that Vanessa L. Kanaga, J.D. has joined the company to further the development of their legal innovations.
MELBOURNE, FL – JUNE 05, 2013


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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

InterActive Legal

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InterActive Legal

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Melbourne, FL 32901