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Jonathan L. Grob

Jonathan L. Grob

Attorney Chair, Tax, Trusts and Estates Group

Jon helps his clients structure their transactions, operations and wealth transfers in a tax-efficient way, while also minimizing exposure to liabilities. Jon represents a diverse client base of large corporations, small businesses, corporate fiduciaries, entrepreneurs, charitable institutions, farmers and ranchers, and families. His practice focuses on federal and state tax planning and advocacy, business succession, estate planning, charitable giving, probate and trust administration, business entity formations, governance and reorganizations, structuring and implementing executive compensation arrangements and employee benefits.  In addition, Jon regularly assists clients with aircraft purchases and sales, along with aircraft 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, 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 2016-2021 Great Plains Rising Star by Super Lawyers®. Jon was also recognized for Private Wealth Law by Chambers High Net Worth Guide, 2017-2021 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)
  • Iowa (2007)
  • U.S. District Court, District of Nebraska (2007)
  • U.S. Tax Court (2007)
  • U.S. Court of Federal Claims (2007)
08/19/2021

McGrath North's Team Receives Broad Recognition from The Best Lawyers in America® 2022

In its newly released 2022 edition, The Best Lawyers in America® has recognized 47 McGrath North attorneys in the full range of specialty practice areas key to supporting businesses of all sizes across a broad range of industries.  Of these partners recognized based on peer-review surveys, 11 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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11/24/2020

McGrath North Super Lawyers and Rising Stars

 


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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
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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09/04/2019

Eeny, Meeny, Miny, Moe: C Corporations, S Corporations, and Partnerships: A Quick Guide to Entity Selection

When a new business begins, or an existing business acquires another business or a significant asset (such as real estate), entity selection is often a topic of discussion. When evaluating the right entity type, it is important to understand the income tax rates that are involved. C corporations are subject to a 21% federal income tax rate under the 2017 Tax Act (“Act”). Individuals are subject to a progressive federal income tax rate structure, with a top rate of 37%. Higher-income taxpayers are subject to a 3.8% tax on net investment income (certain income from passive sources) (“NIIT”).  


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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) 2016-2021
  • Listed: “Best Lawyers in America”, Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Employee Benefits (ERISA) 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
  • Listed: Chambers High Net Worth Guide 2017-2021 (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