Friday, November 10, 2017
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.