Announcing: Mary Vandenack and her team are now the Omaha office of DUGGAN BERTSCH.
Omaha attorneys can still be reached via direct lines or 402-504-1300.

High Net Worth Estate Planning Series

New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?

Guest:
Jonathan Blattmachr
Mr. Blattmachr is the co-developer of Wealth Transfer Planning, a computerized system that is able to produce estate planning documents. He is the editor-in-chief of the Interactive Legal Systems and he is the Director of Estate Planning for the Alaska Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in ManhattanIn addition, he is an Adjunct Professor of Law at the New York University Law School in the Masters in Tax Program (LLM). Mr. Blattmachr has a vast list of professional activities which include, but are not limited to, his involvement as an Advisor on The American Law Institute, his involvement as a Fellow and Director of The New York Bar Foundation, as a Fellow of the American Bar Foundation and many more.

May 17, 2022
On April 26, 2022 the U.S. Treasury issued new clawback regulations that could affect many standard estate planning transfers. Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Jonathan Blattmachr, a principal at Pioneer Wealth Partners and Editor-In-Chief of InterActive Legal, discuss the changes that every estate planning professional needs to understand today including the effects on GRATS, SLATS, SPATS and Reciprocal Trusts, the 18-month rule, how portability is affected and which strategies are in the grey area. Tune in to this important and timely episode.

New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?￼

New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?