Instructor Biography

About The Instructor

Jonathan's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice Jonathan takes a four part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment and asset protection structures. Jonathan's personal practice emphasizes international wealth preservation planning.

Jonathan has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning. Jonathan is a commentator on asset protection planning matters for Leimberg Information Services, Inc. ("LISI"), a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners ("STEP"). He is AV rated by Martindale Hubbell. He is also a member of the University of Miami Citizens Board and previously served on its executive committee. Jonathan is the coauthor of the revised version of the BNA Portfolio Estate Tax Payments and Liabilities.

Jonathan has been interviewed for, and quoted in, a number of articles published in well known publications such as Bloomberg Magazine, Forbes Magazine, Wealth Manager Magazine and Elite Traveler. In the December 2005 issue of Worth Magazine Jonathan was recognized as one of the top one hundred estate planning attorneys in the country. In addition to his BNA Portfolio Jonathan has authored and co-authored numerous publications on estate planning, tax and wealth protection matters.

Jonathan received his Masters of Law in Estate Planning from The University of Miami School of Law, his Juris Doctorate with high honors from The Florida State University and his Bachelor of Arts in Political Science from the University of South Florida. He is admitted to practice law in Florida, North Carolina, the United States Tax Court and the United States District Court Western District of North Carolina.