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\nBrent chats with Jonathon Morrison about how to optimize charitable lead annuity trusts. They talk about the mechanics, running the numbers, and the many tax benefits for charitable clients.
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\nA senior partner and Best Lawyers\xae honoree, Jonathon Morrison\u2019s practice is focused on tax, business and estate planning for clients with large or complex estates. Jonathon Morrison is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California. After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.
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\nJonathon is also a frequent speaker and nationally recognized expert with respect to a specific type of charitable vehicle: the \u201ccharitable lead annuity trust\u201d (CLAT). Jonathon is routinely engaged by clients, advisors and attorneys around the country to implement and provide advice with respect to CLAT planning.
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\nBefore relocating to his hometown of Phoenix in 2015 to raise children near his family, Jonathon worked with Silicon Valley\u2019s two largest estate planning law firms \u2013 most notably, the personal tax planning group associated with the preeminent venture capital law firm, Wilson Sonsini, which led IPOs for virtually every major Silicon Valley-based company, including Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy. During this time, Jonathon served as a trusted advisor to hundreds of the wealthiest individuals in the world, including founders, C-level executives, \u201cMidas List\u201d venture capitalists, and angel investors associated with many of the top tech companies.
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\nEquipped with sophisticated tax and estate planning knowledge that is unique to the Arizona legal community, Jonathon quickly distinguished himself after his return to the Valley as one of the Phoenix area\u2019s premier tax and estate planners.
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\nJonathon can be found here https://www.frgalaw.com/attorneys/morrison
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