Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, November 10, 2017

Jonathan G. Blattmachr to receive Hartman Axley Lifetime Service Award.

The National Association of Estate Planners & Councils has selected Jonathan G. Blattmachr as this year’s winner of its prestigious Hartman Axley Lifetime Service Award. The award recognizes “those that have been highly active in the estate planning community and crucial to the development of the Association.”  Past winners include Conrad Teitell, David Eugene Lajoie, Robert G. Alexander, L. Henry Gissel, Jr. and Leonard H. Neiman.  More information about the award is here. The award will be presented at NAEPC’s annual meeting to be held in New Orleans November 15-17, 2017.

Mr. Blattmachr is the director of estate planning for the Peak Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member (and former Chair of the Trusts & Estates Department) of Milbank, Tweed, Hadley & McCloy LLP and a retired member of the California and New York bars. He is the author or co-author of eight books and over 500 articles. He is co-developer of Wealth Transfer Planning, a computerized system for lawyers that automatically generates estate planning documents, such as wills and trusts, and provides specific client advice using a form of artificial intelligence. Mr. Blattmachr graduated from Columbia Law School in 1970, where he was a Harlan Fiske Stone Scholar, and Bucknell University, from which he received an A.B. degree in Mathematics. Mr. Blattmachr served on active duty in the United States Army from 1970 to 1972.  He has been an adjunct professor at several New York area law schools and held a variety of leadership positions in the New York State Bar Association, the American Bar Association and the American College of Trust and Estate Counsel. He is the primary author of New York’s decanting statute as well as a variety of statutes in other jurisdictions relating to self-settled asset protection trusts, elective community property trusts, and the repeal of the rule against perpetuities.

November 10, 2017 in Appointments and Honors | Permalink | Comments (0)

Thursday, November 9, 2017

Here’s Who  Stashes Their Riches in Offshore Havens

10-celebrity-tax-1New research based on data taken from the Bank for International Settlements shows that the affluent using offshore tax havens tend to be from countries stocked with natural resources, living in close proximity to Switzerland, or residing in nations that are politically or economically unstable. The data also strongly indicate that tax evasion rates increase sharply as wealth increases. In Scandinavia, the average rate of tax evasion is about 3%. But, 30% of the top .01% evade personal taxes.

See Steve Goldstein, Here’s Who  Stashes Their Riches in Offshore Havens, MarketWatch, September 12, 2017.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.

November 9, 2017 in Appointments and Honors, Estate Planning - Generally, Income Tax | Permalink | Comments (0)

Tuesday, September 26, 2017

Chambers High Net Worth Guide 2017 Recognizes Eleven Day Pitney Attorneys

Ec6f2ed09c52cfe893304aa5b1c2e074--oscar-winners-award-winnerEleven Day Pitney LLP attorneys specializing in trusts and estates were recognized in the 2017 Chambers High Net Worth Guide. The publication is targeted specifically at the private wealth market and features extensive evaluation of leading lawyers and law firms. “All of the lawyers recognized are listed below:

Leila Dal Pos, Private Wealth Law– Massachusetts

Steven Fast, Private Wealth Law– Connecticut

Barbara Freedman Wand, Private Wealth Law– Massachusetts

Christiana Gianopulos, Private Wealth Law– Connecticut

Gregory Hayes, Private Wealth Law– Connecticut

Leiha Macauley, Private Wealth Law– Nationwide, Private Wealth Law– Massachusetts

David Silvian, Private Wealth Law– Massachusetts

Dina Kapur Sanna, Private Wealth Law– Nationwide, Private Wealth Law– New York

Darren Wallace, Private Wealth Law– Connecticut

Warren Whitaker, Private Wealth Law– Nationwide, Private Wealth Law– New York

Stephen Ziobrowski, Private Wealth Law– Massachusetts”

See Chambers High Net Worth Guide 2017 Recognizes Eleven Day Pitney Attorneys, Day Pitney, September 20, 2017.

September 26, 2017 in Appointments and Honors, Estate Planning - Generally | Permalink | Comments (0)

Monday, March 21, 2016

Application For ABA Real Property, Trust, & Estate Law Fellowship

ABAThe ABA Section of Real Property, Trust and Estate (RPTE) Law Fellows Program encourages the active involvement and participation of young lawyers in Section activities. The goal of the program is to give young lawyers an opportunity to become involved in the substantive work of the RPTE Section, while developing into future leaders.

If appointed as an RPTE Fellow, you will:

  • Work with a designated Committee Chair, who will serve as a mentor and teach you how to successfully participate in committee leadership
  • Get involved in a substantive project, which could include writing for an RPTE publication or speaking at a Section CLE event
  • Become a Section liaison to the ABA Young Lawyers Division or your local bar association
  • Become an active member of the Membership Committee
  • Participate in important Section leadership meetings

The application may be found here.


March 21, 2016 in Appointments and Honors, Estate Planning - Generally | Permalink | Comments (0)

Friday, February 19, 2016

Professor Rebecca Morgan Receives Inaugural Award From National Elder Law Foundation

Professor morganThe co-director of the Stetson University College of Law Center for Excellence in Elder Law has earned an inaugural award from the National Elder Law Foundation. The foundation’s board of directors awarded professor Rebecca Morgan for her ongoing contributions to the field of elder law. “Professor Morgan is the Boston Asset Management Faculty Chair in Elder Law at Stetson University, a past president of the National Academy of Elder Law Attorneys, past president of the board of directors of Justice in Aging, past chair of the American Association of Law Schools Section on Aging and the Law and the Florida Bar Elder Law Section.” She has also authored several books, articles, and lectures that deal with the subject of elder law. This article also discusses many of the past prestigious awards that Professor Morgan has received.

See Stetson Elder Law Center Co-director Receives Inaugural Award from National Elder Law Foundation, prweb, February 19, 2016.

February 19, 2016 in Appointments and Honors, Elder Law, Estate Planning - Generally | Permalink | Comments (0)

Saturday, November 28, 2015

Michael D. Mulligan Inducted Into The National Association Of Estate Planners & Councils Estate Planning Hall Of Fame

Michael d. mulliganMichael D. Mulligan has recently had the honor of being one of five individuals that have been inducted into The National Association of Estate Planners & Councils Estate Planning Hall of Fame for the year 2015. He has also been awarded the Accredited Estate Planner (distinguished) designation in recognition of his distinguished service in the field of estate planning. Mr. Mulligan currently serves as co-chair of the organization's Estate Planning & Probate Department. “Mike is a principal originator of the estate planning strategy of sale to defective trust for an installment note, which is now widely used by estate planners nationally.” Additionally Mr. Mulligan serves on the Editorial Boards “of Estate Planning Magazine and The Journal of Taxation, and he is also a member of the Advisory Board of Tax Management Estates, Gifts and Trusts Journal.” He is a recognized and well respected expert in his field and frequently gives lectures on tax and estate planning subjects and has spoken many different seminars and tax institutes across the Nation.

See Michael D. Mulligan Elected to Estate Planning Hall of Fame by the National Association of Estate Planners & Councils, Lewis Rice LLC, October 21, 2015.

November 28, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Michael W. Halloran Inducted Into The National Association Of Estate Planners & Councils Estate Planning Hall Of Fame

Michael HalloranThe National Association of Estate Planners & Councils has recently honored Michael W. Halloran by inducting him into the Estate Planning Hall of Fame for the year 2015. Michael W. Halloran has been involved with the financial services industry for over 40 years and is currently a wealth management adviser with Northwestern Mutual. As a graduate of Florida State University and the American College “Mr. Halloran holds the following designations: CFP®, AEP®, CLU®, ChFC®, LUTCF, RHU®, REBC®. Additionally, he is Series 7, 8, 63, 65, and Life, Health, Long Term Care, and Annuity licensed.” He has received a large number of industry awards and has been featured in publications like the “National Underwriter, Capital Executive, New York University Review, Money, Life Association News, Life Insurance Selling, USA TODAY, New York Times, Chicago Tribune, Congressional Quarterly, [and the] Dow Jones News Wire,” and he “has spoken in numerous states on various fiancial planning topics.”

Mr. Halloran is the immediate Past President of the National Association of Estate Planners and Councils, past National Director of the Society of Financial Services Professionals, past Board of Directors of Florida Association of Insurance and Financial Advisors, past President of Jacksonville Association of Insurance and Financial Advisors, past President of the Estate Planning Council of Northeast Florida, is the Executive Director of Physicians Nationwide, is a Member of the Estate Strategies Group, and other community organization boards.”

See Michael W. Halloran, Estate Strategies Group: Professional, Michael W Halloran, CFP®, AEP®, ChFC®, CLU®, LUTCF, November 28, 2015.

November 28, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Friday, November 27, 2015

John DeBruyn Inducted Into The National Association of Estate Planners & Councils Estate Planning Hall Of Fame

ConferenceJohn DeBruyn, JD, LL.M., has recently been one of five prestigious estate planners that have been inducted into The National Association of Estate Planners & Councils Estate Planning Hall of Fame for the year 2015. Working as a transactional attorney in Denver, Colorado, Mr. DeBruyn places a strong emphasis on business, tax, and estate planning law. Previously serving as a trial attorney with the Tax Division of the US Department of justice Mr. DeBruyn continues to deal with tax controversies.

John DeBruyn is a Fellow of the American College of Tax Counsel and of the American College of Trust and Estate Counsel. Martindale-Hubbell's Bar Register of Pre-Eminent Lawyers has listed him as a Best Lawyers in America under both tax and estate planning.  He is a frequent speaker at national, regional and local continuing education conferences for lawyers and CPAs. “He is a former member of the American Bar Association's Technology Council and serves as moderator for several legal and tax discussion groups on the Internet that are affiliated with the ABA.” Mr DeBruyn is very active in developing “on-line educational programs, inter-active resource materials and other Internet and Web-based resources for this same audience.”

See DeBruyn Law Offices, November 27, 2015.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

National Association Of Estate Planners & Councils Inducts Turney Berry Into Hall Of Fame

Turney_BerryTurney P. Berry has recently been one of only five estate planning professionals elected into the National Association of Estate Planners & Councils Hall of Fame for 2015. “Mr. Berry concentrates his practice in the areas of estate and business planning, estate and trust administration, and charitable giving.” He was regent of the American College of Trust and Estate Counsel (ACTEC) and was also President of the ACTEC Foundation. Mr. Berry is currently the State Chair for Kentucky and Vice Chair and member of the Estate and Gift Tax Committee in the ACTEC Foundation.

Mr. Berry is a member of the Advisory Council of the Heckerling Institute on Estate Planning, and is Vice Chair of Charitable Planning for the American Bar Association’s Taxation and Real Property, and Probate & Trust Law Sections. Along with that he serves on several committees for the National Conference of Commissioners on Uniform State Laws, as well as the Advisory Board for Trusts & Estates. Being AV rated in Martindale-Hubbell, he “has been recognized in Woodward/White’s The Best Lawyers in America® in the areas of Trusts & Estates and Litigation – Trusts & Estates for the past 20 years, and was named Best Lawyers® Trusts & Estates “Lawyer of the Year” in Louisville for 2014.”

See Turney Berry Elected Into the National Association of Estate Planners & Councils Hall of Fame, Wyatt Tarrant & Combs LLP, November 23, 2015.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (0)

Professor Gerry W. Beyer Receives Prestigious Estate Planning Award

Gerry beyerTexas Tech University School of Law Professor Gerry W. Beyer has recently been awarded the Accredited Estate Planner Distinguished Designation for 2015 at the National Association of Estate Planners & Councils annual conference. While receiving the prestigious estate planning award Professor Beyer was also inducted into the Estate Planning Hall of Fame. The Preston E. Smith regents professor at Texas Tech School of Law was one of five estate planners that was awarded this honor which recognizes lifetime achievements and contributions to the estate planning profession. Professor Beyer has been with Texas Tech since 2005 and also runs the first-ranked estate planning blog in the United States that is also the 21st most popular legal blog in the nation.

See Karen Michael, Texas Tech law professor awarded for estate planning, Lubbock Avalanche-Journal, November 25, 2015.

Special thanks to Jim Hillhouse for noticing this article.

Please note that I did not post this blog entry.  Instead, one of my very kind and eager blog assistants did so on his own volition.

November 27, 2015 in Appointments and Honors, Current Affairs, Estate Planning - Generally | Permalink | Comments (1)