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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 and the Bloomberg Tax & Accounting's Leonard L. Silverstein 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

Joint Trusts and Alaska Community Property Trusts - Something to Put in Your Arsenal

This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates. The presenters will discuss when it may be advisable to use, or not use, a joint trust, and issues to consider.

How I’m Changing My Practice, Client Meetings, Client Planning, and More, To Address the Corona Virus

We are all concerned about the potential health impact of the COVID-19 virus (also known as the novel coronavirus) on ourselves, our loved ones, our practices, and our clients. This webinar will explore steps you might consider for your practice and clients in light of the coronavirus.

LGBTQ Planning

Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family?


Life and Death Planning for Retirement Benefits

Digital Subscription | by Natalie Choate

For more information, visit RetirementBenefitsPlanning

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