Jonathan Blattmachr

Jonathan Blattmachr, J.D. is known by many as "the number one estate planner in the United States" and is a Principal of both InterActive Legal and Pioneer Wealth Partners, a boutique advisory firm dedicated to developing and implementing innovative wealth and income and gift and estate tax planning strategies on behalf of high net worth individuals and families. He is Director of Estate Planning for the Alaska Trust Company and co-developer of Wealth Transfer Planning, a computerized system...See more

Jonathan Blattmachr, J.D. is known by many as "the number one estate planner in the United States" and is a Principal of both InterActive Legal and Pioneer Wealth Partners, a boutique advisory firm dedicated to developing and implementing innovative wealth and income and gift and estate tax planning strategies on behalf of high net worth individuals and families. He is Director of Estate Planning for the Alaska Trust Company and co-developer of Wealth Transfer Planning, a computerized system for lawyers offering document assembly for Wills and other document and specific client advice using artificial intelligence. He has over 35 years of experience in trusts and estates law, and is a member of the Alaska, California and New York Bars. Jonathan has been recognized as one of the country's most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co- authored seven books and over 500 articles on estate planning topics. Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar, and received his Bachelors degree from Bucknell University, majoring in mathematics. He served in the US Army for about two years during 1970-72, reaching the rank of captain, and was awarded the Army Commendation Medal. See less