More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Jonathan G. Blattmachr
InterActive Legal
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com

Diana S.C. Zeydel
Greenberg Traurig, P.A.
- Shareholder and Global Chair of the Private Wealth Services practice of the law firm of Greenberg Traurig, P.A.
- Member of the Florida, New York and Alaska Bars and member of the American College of Trust and Estate Counsel (ACTEC) where she was a past member of its Board of Regents and past chair of its Estate & Gift Tax Committee
- Academician of The International Academy of Estate and Trust Law and a member of The Society of Trust and Estate Practitioners (STEP)
- Member of the Executive Council of the Real Property, Probate and Trust Law Section of the Florida Bar and an ACTEC liaison to the Section
- Ranked Band 1 nationwide in wealth management and Band 1 in tax in Florida by the Chambers USA High Net Worth Guide and is the recipient of the 2014, 2019 and 2020 IFLR/Euromoney “Best in Wealth Management” Americas Women in Business Law Awards
- Recognized as a “key figure in shaping the whole wealth management legal profession,” Chambers USA 2012 Client’s Guide
- Frequent lecturer on a variety of estate planning topics and wrote and co-wrote several recent articles
- LL.M. degree in taxation, New York University School of Law; J.D. degree, Yale Law School; B.A. degree, summa cum laude, Yale University
More Program Information
Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.