“We offer our clients innovation and sophistication that is unmatched.”
Jon helps his clients structure their transactions, operations and wealth transfers in a tax-efficient way, while also minimizing exposure to unnecessary liabilities. Jon’s practice focuses on federal and state tax planning and advocacy, business succession, estate planning, charitable giving, probate and trust administration, business entity formation and reorganization, structuring and implementing executive compensation arrangements and employee benefits. In addition, Jon regularly assists clients with aircraft purchases and sales.
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 and has been recognized by Best Lawyers® and as a 2016-2018 Great Plains Rising Star by Super Lawyers®. Jon was also recognized for Private Wealth Law by Chambers High Net Worth Guide, 2017-2018 and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).