Tax Planning with Private Placement Life Insurance
Date: Tuesday, March 24, 2020
Time: 5:30pm - 8:00pm
Location: Santa Ana Country Club | 20382 Newport Boulevard | Santa Ana 92707
Speaker: Jonathan Blattmachr, JD
Jonathan Blattmachr has an extensive background in trust and estate law which spans almost four decades. He received his AB degree from Bucknell University where he majored in mathematics and he graduated cum laude from Columbia University School of Law where he was a Harlan Fiske Stone Scholar. Mr. Blattmachr then served in the United States Army from 1970-1972 where he became a captain and received the Army Commendation Medal.
Mr. Blattmachr started his career as an associate with Simpson Thacher & Bartlett LLP in New York from 1970-1977 and then became a partner at Milbank, Tweed, Hadley & McCloy LLP where he worked for 33 years in New York. He is a retired member of the Alaska, California and New York Bars. Mr. Blattmachr has co-authored seven books and over 500 articles on estate planning topics and has been recognized as one of the country’s most creative trust and estates lawyers.
Mr. Blattmachr is the co-developer of Wealth Transfer Planning, a computerized system that is able to produce estate planning documents. He is the editor-in-chief of the Interactive Legal Systems and he is the Director of Estate Planning for the Alaska Trust Company. In addition, he is an Adjunct Professor of Law at the New York University Law School in the Masters in Tax Program (LLM). Mr. Blattmachr has a vast list of professional activities which include, but are not limited to, his involvement as an Advisor on The American Law Institute, his involvement as a Fellow and Director of The New York Ba Foundation, as a Fellow of the American Bar Foundation and many more.
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