A Disruption in Trust Taxation: Kaestner & Paula Cases Reviewed

Wednesday, July 22, 2020 11:30am EDT


Jonathan G. Blattmachr, Esq., Mark Lobb, Esq., and Aaron M. Hegli, Esq.

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Webinar Description:

Join us for a complimentary in-depth discussion of two recent court opinions of great importance, both of which should be considered in trust planning and in trust administration.

Three leading experts, Jonathan G. Blattmachr, Esq., Mark Lobb, Esq., and Aaron M. Hegji, Esq. will discuss the Kaestner and Paula cases, and provide explicit recommendations on structuring and administering trusts to avoid state tax on trust income, in light of the holdings.

Attorney Bios

Jonathan G. Blattmachr, Esq., InterActive Legal Founder ^

Jonathan G. Blattmachr has over 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored eight books and over 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.

Mark Lobb, Esq., Founding & Managing Partner, Lobb & Plewe ^

Mark was raised in New Mexico. He attended undergraduate school in Tulsa, Oklahoma and law school in San Francisco, California. Mark has four boys and lives in Temecula, California.  Mark has been licensed to practice law in California for over 28 years. Mark is a founding partner and the Managing Partner of Lobb & Plewe.  Mark is licensed to practice law in both state and federal courts in California. Mark is also admitted to the United States Tax Court. Mark is a member of the California and Riverside County Bar Associations.  Mark is the head of the Private Clients Group at Lobb & Plewe, which provides legal services for high-net-worth entrepreneurs, their businesses and their families. Mark is currently a board member and head of the Finance and Audit Committee for Hospice of the Valleys.  Mark is a founder and current board member for the Temecula Mountain Lion Rugby Club and on occasion still plays in an Old Boys match. Mark is also a member of the Federalist Society. Mark lectures on estate planning, asset protection, taxation and succession planning to professional and CEO groups.

Aaron M. Hegji, Esq., Associate, Lobb & Plewe ^

Aaron’s primary focus is on tax and estate planning, business migration and business planning, and asset protection planning. Aaron is the head of the captive insurance practice for the firm in Nevada. He finds genuine joy in finding the simplest solutions to complex problems. He loves working with business owners to help maximize the value of their hard work and revenue.  Prior to joining Lobb & Plewe, Aaron worked as associate general counsel for one of the largest trust companies in Nevada, represented major lenders in real estate matters, worked for one of the oldest and most respected estate planning firms in Las Vegas, and one of the largest regional firms in the state. He was voted by his peers as one of Nevada’s Legal Elite, published in Nevada Business Magazine, for years 2016 and 2017.  Aaron was raised in Portland, Oregon, where he grew a love for the outdoors. In 2006 he and his wife settled in Las Vegas, Nevada and started a family that consists of four small children. A non-biological, essential element of Aaron’s family is his truck, which he uses to carry the family on as many adventures as weather and work permit.

Webinar Sponsors

CLE Credits

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by the webinar sponsors.

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