ATTORNEY Bios

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Jonathan's practice focuses on estate and gift tax issues, with an emphasis on wealth and business succession planning for closely held business owners and entrepreneurs. Jonathan has extensive experience with estate and trust administration matters, including advising clients in properly carrying out their fiduciary duties, contested estates, actions to construe and/or reform estate planning documents containing improper or ambiguous terminology or scrivener’s errors, and gift and estate tax controversies with State and Federal taxing authorities. Jonathan represents a broad range of clients including business owners and entrepreneurs, executives, individuals and families with inherited wealth, not-for-profit organizations and charities, and individuals within the entertainment industry.

Jonathan has developed and currently teaches the “Basic Estate Planning,” “Advanced Estate Planning” and “Business Succession Planning” courses in his role as an Adjunct Professor in the LL.M. Program at University of Illinois Chicago John Marshall Law School. Additionally, Jonathan is an Adjunct Professor at the DePaul University School of Accountancy and MIS.

Jonathan is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts, estate planning, and probate procedure and administration of trusts and estates of decedents, minors and incompetents. With approximately 2,600 Fellows primarily in private practice in the United States, ACTEC is recognized as the nation’s most prestigious estate planning organization.

Martindale Hubbell has awarded Jonathan with an AV Peer Review Rating, which is its highest rating for ethical standards and legal ability. In addition, he has been named to the Illinois Super Lawyers list.

Bar Admission

• Illinois
• Florida

Education

• New York University School of Law, LL.M (Taxation)
• University of Miami School of Law, J.D., cum laude
• Miami University, B.S.

Court Admissions

• U.S. Tax Court
• U.S. South District of Florida

Memberships & Involvement

• American College of Trust and Estate Counsel, Fellow
• Greater North Shore Estate & Financial Planning Council, Member
• Chicago Estate Planning Council, Member
• Chicago Bar Association, Member
• Florida Bar Association, Member
• Bar Association of the District of Columbia, Member
• John Marshall School of Law, Adjunct Professor
• DePaul University School of Accountancy and MIS, Adjunct Professor
• Patrons of the Arts In the Vatican Museums, Secretary
• Our Lady of Mount Carmel Academy, School Board President
• Board of The Catholic Lawyers Guild of Chicago, Member

Awards & Recognition

• The Catholic Lawyers Guild Volunteer of the Month, September 2019
• Recipient of an AV® Preeminent™ Rating by Martindale-Hubbell 
• Recognized in Illinois Super Lawyers®