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Jonathan G. Blattmachr Esq. 243 posts 0 comments

Mr. Blattmachr is a Principal in ILS Management, LLC and a retired member of Milbank Tweed Hadley & McCloy LLP in New York, NY and of the Alaska, California and New York Bars. He 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 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 of the Columbia University School of Law and is an Adjunct Professor of Law at New York University Law School in 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.

Among professional activities, which are too numerous to list, Mr. Blattmachr has 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.

Hot Topics

Single Clients: Planning Considerations

Jonathan G. Blattmachr Esq. Jul 28, 2021
Too often planning articles and conferences use a “Cleaver family” as the touchstone for planning. The reality is that intact married family units constitute a small percentage of the population. Further, a tremendous percentage of the…
Hot Topics

Addictions and Impaired Clients: Estate and Related Planning Considerations

Jonathan G. Blattmachr Esq. Jul 14, 2021
Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol and drugs. That’s approximately one in every 10 Americans over the age of 12. No estate, tax or financial planner can assume that a significant…
Hot Topics

Heckerling Review Webinar – 2021 Roundup Of The 55th Annual Heckerling Institute On Estate…

Jonathan G. Blattmachr Esq. May 17, 2021
The Heckerling Institute on Estate Planning is the country’s largest and leading conference for estate planners, attorneys, trust officers, accountants, financial planners, insurance advisors and wealth management professionals. Jonathan G.…
Hot Topics

Matrimonial Issues and Trust Planning: Practical Planning Tips for Practitioners

Jonathan G. Blattmachr Esq. May 10, 2021
Matrimonial Issues and Trust Planning: Using a separate/special revocable trust to preserve the separate property characterization of particular assets and to avoid commingling.
Hot Topics

Document Generation’s Impact on Billing and Practice Management: It’s More Than Just Documents

Jonathan G. Blattmachr Esq. May 5, 2021
Document generation software can be used to efficiently generate estate planning documents, but creatively applied it can have a broader impact than just generating routine documents for your practice.
Hot Topics

The Van Hollen Gains at Death, Gift or Distribution from a Trust Bill (STEP): Your World May be…

Jonathan G. Blattmachr Esq. Apr 26, 2021
Senator Chris Van Hollen and others have introduced a bill (called STEP) that would cause gain recognition on assets transferred by gift, by a distribution from a trust and upon death, subject to limited exceptions. It would be retroactive…
Hot Topics

Sanders and Other Tax Proposals: What They Mean and What to Advise Clients to do Now

Jonathan G. Blattmachr Esq. Apr 12, 2021
What a difference in estate tax an election can make! Democratic estate tax proposals could dramatically alter estate and related planning. Clients should act now. While it is impossible to forecast what tax and expenditure changes will…
Hot Topics

California Proposition 19 – What Estate Planners Need to Know

Jonathan G. Blattmachr Esq. Jan 13, 2021
As estate planners consider potential tax law changes that might occur at the federal level this year, one state is also dealing with a new property tax issue that could impact many clients owning real property in California.
Hot Topics

GA Runoff Elections Concluded: Anticipated Tax Changes Affecting Estate Planning for This and Future…

Jonathan G. Blattmachr Esq. Jan 12, 2021
The tax world is likely to change (yet again!) and if so, that will have far reaching economic effects. You and your clients need be prepared...not later this year, not later this month, but NOW. Although we cannot know what will be…
Legal Knowledgebase

Estate Planning Strategies When Using Exemptions – Ways to Act Now & Avoid Remorse Later

Jonathan G. Blattmachr Esq. Dec 4, 2020
Given the current economy and the uncertainty of today’s political climate, many in the estate planning field have their eyes on Washington, D.C., looking to see if dramatic changes to the current transfer tax structure could be imminent.…
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