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Jonathan L. Grob

Jonathan L. Grob

Attorney Executive Vice PresidentChair, Tax, Trusts and Estates Group

Jon represents a diverse client base of large corporations, small businesses, corporate fiduciaries, entrepreneurs, charitable institutions, farmers and ranchers, and families across a multitude of industries including insurance, aviation, manufacturing, construction, agribusiness, fintech, private equity, hospitality and healthcare. His practice focuses on federal tax planning, business succession, estate planning, nonprofit governance and charitable giving, probate and trust administration, business entity structuring, executive compensation and aircraft purchases, sales and leasing arrangements.


Jon is the chair of McGrath North’s Tax and Estate Planning Practice Group, a member of the firm’s Board of Directors, the Executive Vice President of McGrath North and has previously served as an Adjunct Professor at Creighton University School of Law. Jon has earned the Chartered Advisor in Philanthropy® designation from The American College of Financial Services and has been recognized by Best Lawyers® and as a 2016-2022 Great Plains Rising Star by Super Lawyers®. Jon was also recognized for Private Wealth Law by Chambers High Net Worth Guide, 2017-2022, for Tax Law by Chambers USA, 2022, and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).

Education
  • New York University School of Law (LL.M. in Taxation, 2013)
  • University of Nebraska College of Law (J.D., with High Distinction, 2007)
  • University of Colorado-Denver (B.S.B.A., Cum Laude, 2004)
Admissions
  • Nebraska (2007: Sustaining Member)
  • Iowa (2007)
  • U.S. District Court, District of Nebraska (2007)
  • U.S. Tax Court (2007)
  • U.S. Court of Federal Claims (2007)
08/19/2022

PRACTICE GROUP SPOTLIGHT: Tax, Trusts and Estates

 


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08/18/2022

McGrath North's Team Receives Broad Recognition from The Best Lawyers in America® 2023

In its newly released 2023 edition, The Best Lawyers in America® has recognized 44 McGrath North attorneys in the full range of specialty practice areas key to supporting businesses of all sizes across a broad range of industries, and 28 attorneys have been recognized for 10 years or more.  Of these attorneys recognized based on peer-review surveys, seven were named “Lawyer of the Year.” This honor is awarded to only one attorney with the highest overall peer-feedback for a specific practice area and geographic location.  


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11/05/2020

15th Annual Seminar For Accounting Professionals

 


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November 07, 2019

14th Annual Seminar For Accounting Professionals

McGrath North is sponsoring and conducting our 14th Annual Seminar for Accounting Professionals in Omaha, Nebraska.  


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Publications

More Publications
05/25/2022

Organizing The Family: The Purpose And Operation Of A Family Office

After a matriarch and/or patriarch of a family (often referred to as the first generation or “G1”) accumulates wealth, whether through closely held business arrangements or other investments, the G1 generation begins to consider how and in what form the next generations (children being “G2”, grandchildren being “G3”, and so on) should become involved. Once the G1 generation has made the decision to include subsequent generations in either wealth management or business operations, that G1 generation has inevitably created some form of a “family office,” whether intentionally or unintentionally. The manner in which a family office can be structured varies greatly, but the common theme is that it is a way of putting certain formalities around the manner in which a family manages wealth and perpetuates the family’s shared purpose and values.  


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10/14/2020

What's Old Becomes New: Nebraska Adopts The Uniform Trust Decanting Act.

Estate and gift tax planning frequently involves the use of irrevocable trusts that are established during life. Moreover, establishing an irrevocable trust at death is a very common estate planning tool to assist in the protection of wealth for the benefit of family and other beneficiaries. Some trusts are designed to hold assets perpetually into the future. Since Nebraska allows trusts to last “forever” due to the abolition of the so-called rule against perpetuities, it is important for trusts to include provisions that address changes in circumstances. One way to allow a Trustee or other named “fiduciary” to make changes to a trust is by including a so-called “decanting” provision.  


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  • American Bar Association
  • Iowa Bar Association
  • Nebraska State Bar Association
  • Omaha Bar Association
  • Omaha Estate Planning Council
  • Chartered Advisor in Philanthropy®
  • Adjunct Professor, Creighton University School of Law (2014-2017)
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • Listed: Great Plains Super Lawyers Rising Star (Tax, Estate Planning & Probate, Aviation & Aerospace, Closely Held Business, Business/Corporate, Nonprofit Organizations) 2016-2022
  • Listed: “Best Lawyers in America”, Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Corporate Law, Employee Benefits (ERISA) Law, Nonprofit/Charities Law, Tax Law, Trusts and Estates
  • “Best Lawyers in America”, Omaha Lawyer of the Year, Tax Law, 2022
  • “Best Lawyers in America”, Omaha Lawyer of the Year, Closely Held Companies and Family Businesses Law, 2021
  • “Best Lawyers in America”, Omaha Lawyer of the Year, Business Organizations (including LLCs and Partnerships), 2020, 2023
  • “Best Lawyers in America”, Omaha Lawyer of the Year, Trusts and Estates, 2023
  • Listed: Chambers High Net Worth Guide 2017-2022 (Private Wealth Law-Nebraska)
  • Nebraska Law Review, Executive Editor, 2006, Member 2005-2007
  • Publication: “Profits Interests in a Service Partnership: Entrance and Forfeiture Under the 2005 Proposed Regulations.” 85 Neb. L. Rev. 1093 (2007). Reprinted in Vol. 58 of The Monthly Digest of Tax Articles, No. 1 (October 2007)
  • Frequent lecturer on tax, estate planning and estate administration matters
  • Delta Theta Phi Academic Achievement Award, 2006
  • Beta Gamma Sigma
  • Order of the Coif
  • Listed: Chambers USA, America’s Leading Lawyers for Business (Nebraska, Tax – Band 1)