Practice Areas
Estate Planning, Estate Administration, and Tax.
Experience
Jonathan assists in the firm’s practice in the areas of estate planning, estate and gift tax, and estate administration. He counsels the firm’s clients in sophisticated estate planning and gifting techniques, tax reduction strategies, and asset protection planning. Jonathan also assists in counseling the firm’s corporate clients in the tax effects of business decisions and succession planning. As well as assisting in the firm's probate practice.
Expertise
•Estate planning and wealth transfer strategies •Estate and gift taxation •Corporate and partnership taxation •International business taxation
Education
•JD 2022 - Villanova •LLM in Taxation 2022 - Villanova •BS Economics 2016 - University of South Florida
Certifications
Admitted to practice in Massachusetts.