Jonathan Blattmachr
Principal
Pioneer Wealth Advisors
Sessions
Mistakes in Trust Administration
9:25 AM - 10:15 AM Wed
Jonathan G. Blattmachr is a Director/Principal of Pioneer Wealth Partners, LLC, in a boutique Wealth Advisory firm located in New York & Chicago. He is a Principal at Interactive Legal Services Management, LLC, located in Melbourne, FL, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning (TM) and Elder Law Planning (TM). He is a retired member of Milbank (formerly Milbank Tweed Hadley & McCloy LLP) and of the New York, Alaska and in the California bars. He is recognized as one of the most creative Trust and Estate Lawyers in the country and is listed in The Best Lawyers in America. He graduated from Columbia University School of Law, cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured on Estate and Trust taxation and Charitable Giving. He is an author and co-author of nine books and more than 500+ articles on Estate Planning and Tax topics. Jonathan was on active duty in the US Army from 1970-1972, rising to the rank of Captain and was awarded the Army Commendation Medal. He is an instrument rated seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.