Jonathan L. Grob


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).

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Professional Background
Admitted

Nebraska, 2007

Iowa, 2007

U.S. District Court, District of Nebraska, 2007

U.S. Tax Court, 2007

U.S. Court of Federal Claims, 2007

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

Accomplishments

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) 2016-2020

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, 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 2017-2020 (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

Professional Organizations

American Bar Association

Iowa Bar Association

Nebraska State Bar Association

Omaha Bar Association

Omaha Estate Planning Council