Jonathan Blattmachr is one of the leading estates, trusts and asset protection attorneys in the United States. A prolific author and engaging active speaker, he is involved in numerous businesses after an active career as a legal advisor and planner to some of the nation’s wealthiest individuals. Although he made his mark in estate tax planning, Jonathan has much to say about elder and special needs law. In this episode Jonathan and Bob discuss Jonathan’s background, practice philosophy, take on the future of elder law, and the importance of Revenue Ruling 85-13.
Jonathan’s article in which he details his experience with LegalZoom (go to page 21, although the whole article is worth reading): https://www.naepc.org/journal/issue13f.pdf
Interactive Legal website (Note the URL given by Jonathan in the episode is NOT correct – he’s a Big Picture Guy): www.interactivelegal.com