WEST RIVER ESTATE AND FINANCIAL PLANNING COUNCIL

Admitted to the California Bar, 1989; U.S. Court of Appeals, 9th Circuit, 1989; U.S. District Court, Central District of California, 1989. Education: UCLA (BA, Economics (Business Emphasis) 1985). Loyola Law School of Los Angeles, CA (Juris Doctor 1989).

Also received a Certificate in International Human Rights and Comparative Civil Rights from the University of San Diego School of Law after studying at Trinity College in Dublin, Ireland (1987).

At Loyola Law School, Jonathan was a Staff Member of the Law Review and he received numerous awards including Best Brief in the Moot Court Competition; an American Jurisprudence award (top in the class) for Appellate Advocacy; West’s prestigious Award for Outstanding Achievement at graduation; and Membership in Phi Delta Phi International Legal Honor Society.

EXPERIENCE

Partner, Evergreen Legacy Planning, LLP. Regularly develops and implements integrated estate, business and income tax planning solutions offering increased asset and inheritance protection, business survival, increased business value, and facilitated ownership transfer for individuals, families, and businesses worldwide, including for non-U.S.-citizen residents and non-residents. Frequent author and national speaker on all areas of sophisticated planning, including international tax planning.

Partner, Matsen Voorhees Mintz LLP. Provided sophisticated and integrated estate, business, and income tax planning solutions to high-net-worth clients and families worldwide.

COO, WealthCounsel, LLC. Responsible for oversight of all aspects of attorney member support organization supporting 1500+-member firms (5000 lawyers) nationwide focusing in estate planning, business planning and related practice areas.

COO, The Advisors Forum, LLC. Responsible for oversight of all education-based marketing tools and technical training provided by 500+ member interdisciplinary organization for accountants, attorneys, financial planners, insurance advisors and trust officers.

Of Counsel to national estate planning law firm, assisting in all aspects of case design and implementation for ultra-high-net-worth clients and families.

OTHER PROFESSIONAL POSITIONS

Former Adjunct Faculty, Chapman University Fowler School of Law. Taught estate planning course for law students and masters in taxation students at “Top School” according to 2017 U.S. News and World Report rankings.

Past Chairman, Orange County Branch of the Society of Trusts and Estates Practitioners (STEP). Responsible for overseeing the local chapter of an international organization supporting professionals whose practices include international (cross-border) planning. Regular education events include an Annual Institute in collaboration with UCLA School of Law.

MEMBERSHIP

California Bar Association (Member, Sections on Estate Planning, Trust and Probate Law; Tax; and International Law); Society of Trust and Estate Practitioners      (STEP); Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University; Faculty of The Academy of Multidisciplinary Practice, Inc.; Phi Delta Phi International Legal Honor Society; Fellow of the Esperti Peterson Institute; Former Member, Los Angeles County Bar Association and its Law Student Support Committee.

AUTHOR OR CO-AUTHOR

Minimizing U.S. Tax for EB-5 Investors: Advance U.S. Tax Planning is Essential,

EB-5 Investors Magazine (Vol. 5, Issue 2 (Fall 2017)).

Estate Planning Gets More Complex for Non-U.S. Citizens, Estate Planning Journal (July 2017).

How Global Uncertainty is Driving the U.S. Economy, The WealthCounsel Quarterly (June 2017).

Resident of the United States?, STEP Journal (May 2017).

Wisdom for the Wealthy: Solving the High Net Worth Planning Puzzle

(Crescendo Publishing, LLC 2015).

A Primer on Asset Protection Planning, The WealthCounsel Quarterly (April 2015).

Estate Planning in 2014 and Beyond, The WealthCounsel Quarterly (April 2014).

Collaboration: Why is it so elusive?, Illinois Bar Association, Trust and Estates Section Newsletter (April 2013).

5 Secrets to Working With CPAs and Lawyers, National Underwriter (October 2007).

A Primer on Education Planning, Journal of Financial Service Professionals (January 2003).

How to Work Ethically with Other Professionals, Broker World (September 2002).

Post-EGTRRA Life Insurance Planning, The Tax Adviser (August 2002).

Latest Developments on the State of Multidisciplinary Practice, Estate Planning (June 2002).

Ethical Issues Involving MDPs, Broker World (May 2002).

The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning, Journal of Financial Service Professionals (March 2002).

What is MDP & Why is it Relevant to Insurance Professionals?, Broker World, (March 2002).

Dealing With EGTRRA’s Impact on an Insurance Professional’s Practice,

Cutting-Edge Current (2001).

Death, Taxes and Dice Rolling: Everything about Your Estate is Up in the Air— So Make Your Plan More Flexible, Cutting-Edge Current (2001).

Is Your Career About To Be Repealed, Cutting-Edge Current (2001).

The Uniform Prudent Investor Act: Trust Drafting and Administration, Conspectus Current (Spring 2000).

New Planning Opportunities for S Corporations: Tax-Favored ESOPs, Conspectus Current (Summer 1999).

EDITORIAL REVIEW

Understanding Living Trusts: How You Can Avoid Probate, Keep Control, Save Taxes, and Enjoy Peace of Mind, 7th Ed. (Schumacher Publishing 2019).

Strictly Business: Planning Strategies for Privately Owned Businesses (Quantum Press 2001).

Protect Your Estate, 2d Ed. (McGraw Hill 2000).

The Living Trust Workbook, 2d Ed. (Penguin Books 2000).

Irrevocable Trusts: Analysis with Forms (Warren Gorham & Lamont 1998).

PERSONAL

Jonathan enjoys spending time with his wife and two daughters, and he and his wife are avid cyclists (they’ve ridden the infamous Tour de France mountains of Alpe d’Huez, Col du Galibier, Col du Tourmalet and Mt.

Ventoux, among others, in addition to Mt. Evans and Pikes Peak, CO and Haleakala, HI).

The Impact of Investment Volatility on Wealth Transfer Strategies, Conspectus Current (Summer 2000).