Linkedin

Jonathan Blattmachr

Pioneer Wealth Partners
Senior Advisor
jblattmachr@pioneerwealthpartners.com
(212) 328-0300

Pioneerwealthpartnerslogo

Jonathan Blattmachr is a Principal in Pioneer’s estate planning advisory group. He brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and 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 six books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and as an Adjunct Professor of Law at New York University Law School in its Masters in Tax Program (LLM). He is a former chairperson of the Trusts & Estates Law Section of the New York State Bar Association and of several committees of the American Bar Association. Jonathan is a Fellow and a former Regent of the American College of Trust and Estate Counsel and past chair of its Estate and Gift Tax Committee. Among professional activities, which are too numerous to list, Jonathan has served as an Advisor on The American Law Institute, Restatement of the Law, Trusts 3rd, and as a Fellow and Director of The New York Bar Foundation and as a Fellow of the American Bar Foundation.

Jonathan graduated from Columbia University School of Law cum laude, where he was recognized as a Harlan Fiske Stone Scholar. He received his A.B. degree from Bucknell University, majoring in mathematics. He served as an officer in the United States Army from 1970 to 1972 and was awarded the Army Commendation Medal.

About Us: Pioneer Wealth Partners (“Pioneer”) is an independent wealth management firm that serves the needs of high net worth families. They work in partnership with clients to define and achieve their financial goals. Their integrated platform and deep expertise provides clients with a clear and insightful view of their complex financial lives. Pioneer delivers a full scope of financial, investment advisory, tax and estate planning services to help clients meet a wide range of financial challenges.

Archived Webinars

CONNELLY V. UNITED STATES: LEGAL UPDATES AND THEIR REAL WORLD EFFECTS
Recorded Date November 4, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner     
2025 GREEN BOOK REVENUE PROPOSALS: POTENTIAL ESTATE TAX IMPLICATIONS
Recorded Date June 24, 2024  Cost Free Presentation Length 2.0 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend Attorney, CPA - small firm, CPA - medium firm, CPA - large firm     
GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING
Recorded Date January 14, 2021  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW
Recorded Date November 23, 2020  Cost Free Presentation Length 1.5 hours  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other     
SECURE ACT: PLANNING IDEAS FOR PRACTITIONERS
Recorded Date February 17, 2020  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Taxes  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other