Home Innovative Strategies for Life Insurance and the Use Thereof

Innovative Strategies for Life Insurance and the Use Thereof


“Life insurance long has been, and probably will continue to be, a key aspect of financial and estate planning for many individuals.” Jonathan Blattmachr, a specialist in estate and trust taxation, delves into just what “life insurance” constitutes and how individuals should utilize it.

Jonathan G. Blattmachr is director of estate planning for the Alaska Trust Company and a director of Pioneer Wealth Partners, LLC, a boutique wealth advisor firm in Manhattan. He is a retired member of Milbank, Tweed, Hadley & McCloy and of the New York, California and New York bars. He developed and wrote the first legislation in many areas of trust and estate administration in many states, including New York, Delaware and Alaska.

Mr. Blattmachr is the author or co-author of seven books and over 500 articles, and has been chair of several committees of the New York and American Bar Associations and the American College of Trust and Estate Counsel.

He is also co-developer of Wealth Transfer Planning, a computerized system for lawyers that automatically generates estate planning documents, such as Wills and trusts, and provides specific client advice using a form of artificial intelligence. Mr. Blattmachr lectures extensively on a variety of topics, and specializes in estate and trust taxation.