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 2016-2020 Great Plains Rising Star by Super Lawyers®. Jon was also recognized for Private Wealth Law by Chambers High Net Worth Guide, 2017-2020 and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).
