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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

Post-Election Estate Planning: What to Do For Clients In November and December of 2020

Jonathan G. Blattmachr Esq. Nov 19, 2020
The 2020 election demonstrated that the projected Democratic sweep did not occur. Former Vice President Biden won the Presidency but that is still being challenged. The Republicans have control of the Senate it appears, but two runoff…
Roundtable

What Should Estate Planners Do Now? An InterActive Legal Post-Election Video Roundtable Event

Jonathan G. Blattmachr Esq. Nov 13, 2020
Election Day 2020 is now behind us. As of this writing, most election results are in, though opinions vary about when we will know the full makeup and distribution of power between the Executive and Legislative branches. Court…
Hot Topics

Elder Law – The Secret Ingredient for a Well-Rounded Estate Planning Practice

Jonathan G. Blattmachr Esq. Oct 23, 2020
InterActive Legal is proud to bring together an expert panel, featuring NAELA member and founder of Elder Law College, Scott Solkoff, ACTEC fellow and recognized estate planning expert, Jonathan Blattmachr, and ACTEC Fellow and NAELA…
Hot Topics

GRATs – How To Use and Structure GRATs in Late 2020

Jonathan G. Blattmachr Esq. Oct 16, 2020
Grantor Retained Annuity Trusts (“GRATs”) are a powerful planning tool especially in an environment with low interest rates and suppressed asset values.
Hot Topics

8 Tech Traps and Tips Every Practitioner Must Know Now that You’ve Tackled Remote Working

Jonathan G. Blattmachr Esq. Sep 30, 2020
Practitioners have had to reimagine their firms with remote work environments, and soon a new form of office environment that will include remote work. Practitioners must balance the needs of the partners and staff with the safety and…
Blog

InterActive Legal Leaders Co-Author Important Article Addressing How Artificial Intelligence May…

Jonathan G. Blattmachr Esq. Sep 17, 2020
Virtually, everything we use every day, from our iPhones to our automobiles, is driven by AI. Its impact on the legal industry is enormous from word processing to computer research to email to Zoom conference calls.
Hot Topics

A Disruption in Trust Taxation—Kaestner & Paula Cases Reviewed

Jonathan G. Blattmachr Esq. Jul 22, 2020
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.
Hot Topics

Snap, Crackle, Swap—More on the Substitution Power in Grantor Trusts

Jonathan G. Blattmachr Esq. Jul 17, 2020
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…
Hot Topics

Valuations and Estate Planning: Impact of COVID

Jonathan G. Blattmachr Esq. Jun 30, 2020
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?
Blog

Defined Value Clauses: Ensuring No Adverse Surprises

Jonathan G. Blattmachr Esq. Jun 22, 2020
With very limited exceptions, estate, gift and GST (called "wealth transfer") taxes are imposed on property's fair market value (FMV). Only cash and publicly traded securities have definite values for estate and gift tax purposes.
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Welcome back, Letha Sgritta McDowell CELA

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