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Jonathan G. Blattmachr

Editor-in-Chief & Co-Author of Wealth Transfer Planning™

Picture: Jonathan G. Blattmachr

Jonathan G. Blattmachr

Mr. Blattmachr is a Principal in InterActive Legal, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™.

A retired Partner in, and former leader of the Trusts, Estates, and Exempt Organizations section of, the New York law firm Milbank Tweed Hadley & McCloy, LLP—Mr. Blattmachr 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 is also widely respected for his dedication to always sharing his expertise and ideas with other lawyers, as well as mentoring less seasoned lawyers. These contributions are recognized in his receiving the Hartman Axley Lifetime Service Award.

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 for the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School for 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.

His professional activities, include having 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.

Events

Catholic Estate Planning

Each component of a client’s estate and financial plan can embody their Catholic values, beliefs, and lifestyle. Practitioners can guide clients to write a letter of final instructions, or an “ethical will,” to their heirs. This can explain to the heirs the client’s connection with the Church, and how the Catholic concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during lifetime. Each aspect of your client’s financial, retirement, insurance, death (dispositive scheme), and post-death (e.g., trusts for heirs) planning and documentation can be imbued, to the extent the client wishes, with Catholic values. This practical webinar will explore a range of issues.

Kaestner Case and State Income Taxation of Trusts

On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust officers, trustees, and advisers. Although the holding is a narrow one, it is vitally important.

Christian Estate Planning

Each component of a client’s estate and financial plan can embody their Christian values, beliefs, and lifestyle. Perhaps the simplest way to integrate Christian values into an estate plan might be for a client to add to his or her will a bequest to an organization that has been instrumental or inspirational in his or her life, or which embodies the values he or she holds dear. But there is so much more.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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