About Jonathan Kohl

Jonathan Kohl assists high-net-worth individuals and families in wealth transfer and estate planning matters with a focus in minimizing gift, estate and generation-skipping transfer (GST) taxes and asset protection. He helps develop estate plans ranging from "basic" plans to more complex trusts and gifting strategies. Jon also assists corporate trustees in providing services to trust beneficiaries and assists individual fiduciaries in administering trusts and estates both during life and after death.

Tailoring estate plans to each client’s needs and desires

Jon knows that there is no "one size fits all" strategy for estate plans and the key to implementing a good estate plan is a greater understanding of the client's needs, whether it be prioritizing wealth transfer, asset protection, implementing tax strategies, or some combination. He takes the time to explain to clients what the estate plan means not only from a big picture perspective, but also getting into the details so clients develop comfort and understanding of their personal planning. Jon has extensive experience drafting several kinds of estate planning and wealth transfer documents, including wills, revocable living trusts, powers of attorney, insurance trusts, grantor retained annuity trusts (GRATs) and other complex grantor trusts.

Jon also knows that planning is only one aspect of private wealth, and has extensive experience administering estates and trusts, both simple and more complex. This includes opening probate estates and seeing them through, counseling clients with contested estates, preparing nonjudicial settlement agreements for trusts and decanting trusts that are not accomplishing what the grantor initially set out to do.

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Practice Focus

  • Private wealth


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