Program Details
2026-05-14 13:00:00
Over 1,000+ webinars
Course Overview
2026-05-14 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTMaster irrevocable trust design by aligning SLATs, GRATs, and sale-to-trust techniques with client goals, drafting sound distribution standards, trustee roles, and governance safeguards for durable, long-term planning outcomes.
Jonathan G. BlattmachrRobert S. BarnettGregory L. Matalon 2:10 pm - 3:10 pm ESTMaster post-funding trust administration by avoiding income-tax pitfalls, managing state tax exposure, and building audit-ready documentation, defensible records, and repair strategies including decanting and trust modification for long-term compliance.
Jonathan G. BlattmachrRobert S. BarnettGregory L. MatalonJonathan G. Blattmachr is a principal at Pioneer Wealth Partners and is widely recognized as a leading authority in estate planning and taxation. Over the course of his career, he has been known for his work in developing and analyzing advanced estate planning strategies and for his substantial contributions to scholarship in trust and tax law. Blattmachr has authored and co-authored numerous articles and publications addressing sophisticated wealth-transfer techniques, and his work has been frequently cited by practitioners and academics in the field. He is also a frequent speaker on estate planning topics and has played a significant role in shaping modern approaches to trust and tax planning.
Robert S. Barnett, JD, Masters (Taxation), CPA, is the founding partner of Capell Barnett Matalon & Schoenfeld LLP. His practice centers on taxation, trusts and estates, corporate and partnership law, and charitable planning, and extends to Surrogate’s Court matters, tax dispute resolution, representation before the Tax Court, and the structuring of financial transactions and charitable gifts. He brings a practical, solutions-driven approach to estate and business planning.
Gregory L. Matalon is a founding partner of Capell Barnett Matalon & Schoenfeld LLP whose practice concentrates in estate planning, estate administration, elder law, and Not-for-Profit and Religious Corporations Law. He regularly assists individuals and families in planning for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of Attorney documents, always ensuring that the client’s goals remain primary while building tax-efficient estate plans. He also represents Executors and Trustees in navigating complex federal and state laws governing estates and trusts — work through which he has submitted Private Letter Ruling requests to both the Internal Revenue Service and the New York City Department of Finance, successfully clarifying existing law or, in some cases, establishing new law on behalf of his clients. Mr. Matalon is a frequent lecturer and contributor to legal publications, and he is proud to have represented numerous families who lost loved ones on September 11, 2001, and to have helped establish Lutheran Disaster Response of New York in the aftermath of those tragedies.
Jonathan G. Blattmachr is a principal at Pioneer Wealth Partners and is widely recognized as a leading authority in estate planning and taxation. Over the course of his career, he has been known for his work in developing and analyzing advanced estate planning strategies and for his substantial contributions to scholarship in trust and tax law. Blattmachr has authored and co-authored numerous articles and publications addressing sophisticated wealth-transfer techniques, and his work has been frequently cited by practitioners and academics in the field. He is also a frequent speaker on estate planning topics and has played a significant role in shaping modern approaches to trust and tax planning.
Robert S. Barnett, JD, Masters (Taxation), CPA, is the founding partner of Capell Barnett Matalon & Schoenfeld LLP. His practice centers on taxation, trusts and estates, corporate and partnership law, and charitable planning, and extends to Surrogate’s Court matters, tax dispute resolution, representation before the Tax Court, and the structuring of financial transactions and charitable gifts. He brings a practical, solutions-driven approach to estate and business planning.
Gregory L. Matalon is a founding partner of Capell Barnett Matalon & Schoenfeld LLP whose practice concentrates in estate planning, estate administration, elder law, and Not-for-Profit and Religious Corporations Law. He regularly assists individuals and families in planning for the future through the preparation of Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of Attorney documents, always ensuring that the client’s goals remain primary while building tax-efficient estate plans. He also represents Executors and Trustees in navigating complex federal and state laws governing estates and trusts — work through which he has submitted Private Letter Ruling requests to both the Internal Revenue Service and the New York City Department of Finance, successfully clarifying existing law or, in some cases, establishing new law on behalf of his clients. Mr. Matalon is a frequent lecturer and contributor to legal publications, and he is proud to have represented numerous families who lost loved ones on September 11, 2001, and to have helped establish Lutheran Disaster Response of New York in the aftermath of those tragedies.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
