SECURE Act and CRTs, BDITs and QSSTs:

Good Opportunities for Some Clients

Tuesday, June 9, 2020

4:00pm – 5:30pm EDT

Webinar Speakers

Jonathan G. Blattmachr, Esq., Matthew Blattmachr, Richard Fox, Esq.,  and Martin M. Shenkman, Esq.

View Recording

Webinar Materials

Contributors to the Materials

Jonathan G. Blattmachr, Matthew D. Blattmachr, F. Ladson Boyle, Richard Fox, Mitchell M. Gans, Martin M. Shenkman & Diana S.C. Zeydel


Course Description

The Secure Act changed how many clients should plan for and name beneficiaries of retirement assets. This webinar will set the foundation of why tax free compounding over a long period of time is so critical to maximizing wealth and how those concepts apply to IRAs and retirement plans, how the Secure Act changed the planning environment, and what creative techniques planners might consider. The use of Charitable Remainder Trusts (“CRTs”) as beneficiaries, Beneficiary Defective Irrevocable Trusts (“BDITs”) and Qualified Subchapter S Corporations (“QSSTs”) might all be named as beneficiaries. How do these techniques work? What issues and concerns does each raise? What benefits might they afford? This 90-minute webinar will help practitioners add new planning techniques to their IRA planning tool kits.


Webinar Speakers

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.


Matthew D. Blattmachr, CFP,  President and CEO, Peak Trust Company ^

Matthew Blattmachr is the President and CEO at Peak Trust Company. He is an active member of the Trust Committee and is responsible for managing account opening, administration and review, in addition to client and vendor relationship management, reviewing and approving trust documents, performing trust and estate administration, discretionary distributions, and performing private foundation creation and administration. Matthew is also on the Board of the Anchorage Senior Center Endowment Fund.


Richard L. Fox, Esq., Buchanan Ingersoll & Rooney, PC ^

Richard L. Fox, Esq. is a shareholder with the law firm of Buchanan Ingersoll & Rooney PC.  He concentrates his practice in the areas of charitable giving, private foundations, tax-exempt organizations, estate planning, trusts and estates, and family planning.  Mr. Fox is the author of the treatise, Charitable Giving; Taxation, Planning and Strategies, a Warren, Gorham and Lamont publication, writes a national quarterly bulletin on charitable giving, and writes and speaks frequently on issues pertaining to nonprofit organizations, estate planning and philanthropy.


Martin M. Shenkman, Esq., InterActive Legal Advisor ^

Martin M. Shenkman is an attorney in private practice in Fort Lee, NJ, and New York City. His practice concentrates on estate and tax planning, planning for closely held business, and estate administration. Mr. Shenkman is an author of over 40 books and more than 800 articles. He is an editorial board member of Trusts & Estates Magazine and the Matrimonial Strategist, and an advisor for InterActive Legal. He is the recipient of many awards including being a 2013 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. Mr. Shenkman was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. Investment Adviser Magazine featured him on the cover of its April 2013 issue naming as the lead of their “all-star lineup of tax experts.”


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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