As a Senior Advisor at Pioneer Wealth Partners, Jonathan Blattmachr brings over 40 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored seven books and over 500 articles on estate planning topics. He is co-developer of Wealth Transfer Planning, a computerized system that produces estate planning documents using document assembly and specific client advise using artificial intelligence and which is published by Interactive Legal Systems where he serves as editor-in-chief. He is director of estate planning for the Alaska Trust Company.
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 certain 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. 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 and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.
Jonathan served as an office in the US Army from 1970 to 1972 and was awarded the Army Commendation Medal.
J.D., Columbia University School of Law (1970)
A.B., Mathematics, Bucknell University (1967)
Bloomberg Tax Management Portfolios
Partial Interests — GRATs, GRUTs, QPRTs (Section 2702) (Portfolio 836)
This Portfolio addresses transfers of partial interests in property under Chapter 14, and rules for transfers that qualify for exception to unfavorable valuation under §2702 and more.