Jonathan Blattmachr recognized for years of teaching and support
Jonathan Blattmachr (on right) holding the crystal award presented by STEP Chair, Kristin Yokomoto (not pictured). Next to Mr. Blattmachr is STEP, Orange County Program Officer, Richard Albrecht.
Melbourne, FL - The Society of Trust and Estate Practitioners (STEP) Orange County has honored Jonathan G. Blattmachr as the very first recipient of STEP’s Lifetime of Service Award at the 7th Annual Institute on Tax, held February 15-16, 2018 in Newport Beach, California.
On February 15, 2018, STEP Orange County recognized Jonathan Blattmachr, the Founder of Pioneer Wealth Partners, Co-Founder and Editor-in-Chief of Interactive Legal, and Director of Estate Planning of Peak Trust Company, for his decades of contribution to the estate planning industry. He was awarded with STEP Orange County’s first Lifetime of Service Award.
The Chair of STEP Orange County, Kristin Yokomoto, presented him with a crystal slanted disc from Tiffany & Co. which reads:
With our Deepest Appreciation We Hereby Present
with the Lifetime of Service Award
STEP Orange County
Additionally, a video was played honoring Mr. Blattmachr. It was said that he helped to change the estate planning industry through his years of presentations and publications.
STEP's vision is to be the pre-eminent worldwide professional association for those advising families across generations.
Mr. Blattmachr is a Principal in ILS Management, LLC and Editor-in-Chief & Co-Author of Wealth Transfer Planning™, a cornerstone product at InterActive Legal. A retired Partner of Milbank Tweed Hadley & McCloy LLP in New York, 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 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.
InterActive Legal, headquartered in Melbourne, FL, is a leading provider of software solutions and practice development initiatives to the estate planning, elder law, and special needs planning community nationwide. InterActive Legal’s automated document drafting suites helps legal practitioners in this arena make quantum gains in efficiencies and accuracy, thus enabling them to better represent the needs of their clients.