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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

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.

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 Christian concept of stewardship over assets is carried out by making a bequest in your will to complement philanthropy during a 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 Christian values.


Current Developments, New Ideas, and More

This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019.

Included in the discussion will be an analysis of the Sanders tax bill which might serve as a blueprint for a Democratic tax proposal should there be a change in administrations in Washington in 2020 and what practitioners should advise clients to do now. Several recent malpractice cases will be reviewed with an emphasis on practical steps practitioners in all disciplines, but especially estate planning attorneys, should take now to modify how they practice in light of the issues and risks of those cases (regardless of how they are resolved). New data on elder financial abuse and steps to help clients will be discussed. Cases and rulings on a wide array of topics including decanting, GST planning, charitable deductions and much more will be discussed.


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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