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Jonathon Morrison

Tax and Estate Planning Attorney (Senior Partner at Frazer, Ryan, Goldberg & Arnold LLP)

Jonathon Morrison is a senior partner at Frazer, Ryan, Goldberg & Arnold LLP, specializing in tax, business, and estate planning for clients with large or complex estates.12 He is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California.1

Morrison's expertise includes:

  1. Advanced estate planning solutions for high-income and high-net-worth clients
  2. Income tax and estate tax minimization strategies
  3. Charitable and philanthropic giving
  4. Business exit and succession planning
  5. Asset protection

He is particularly known for his work with Charitable Lead Annuity Trusts (CLATs) and has developed the Optimized Charitable Lead Annuity Trust (OCLAT).23 Morrison is also recognized as a thought leader in estate planning, contributing to Forbes and other publications.5

Before joining Frazer Ryan Goldberg & Arnold LLP, Morrison worked in Silicon Valley for a decade, serving as a trusted advisor to many of the wealthiest individuals in the tech industry, including founders, executives, and venture capitalists.1 He relocated to Phoenix in 2015 to raise his family.1

Morrison has been recognized by Best Lawyers® since 2022 for his work in Closely Held Companies and Family Businesses Law.5 His LinkedIn username is jonathonmorrison.4

Highlights

Oct 17 · linkedin

Thank you Yahoo Finance for sharing the OCLAT estate planning strategy for high-earned income, business, and asset sales! Grateful to CIO Stephen Seo, CFA, CPA for sharing your expertise, too.

Establish an OCLAT by Dec 1 to maximize the many #tax and financial benefits enjoyed by the contributor:

https://lnkd.in/gVmJtGGY

#estateplanning #taxlaw #investing #incometaxreduction #uhnw #philanthropy #yearendreview #generationalwealth

Related Questions

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What makes the charitable lead annuity trust (CLAT) a powerful tool for high net worth individuals?
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Jonathon Morrison
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Location

Scottsdale, Arizona, United States