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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

Dec 19 · frgalaw.com
Jonathon Morrison, Phoenix-Scottsdale Estate Planning Lawyer
Jonathon Morrison, Phoenix-Scottsdale Estate Planning Lawyer
May 7 · ic-discshow.com
Ep054: Wealth Preservation Masterclass with Jonathon Morrison
Ep054: Wealth Preservation Masterclass with Jonathon Morrison
Apr 14 · frgalaw.com
Frazer Ryan Goldberg & Arnold LLP Introduces Estate Planning ...
Apr 14 · newsfilecorp.com
Frazer Ryan Goldberg & Arnold LLP Introduces Estate Planning ...
Frazer Ryan Goldberg & Arnold LLP Introduces Estate Planning ...
Record-Breaking Pro Athlete Contracts Warrant Robust Estate ...
Mar 21 · Markets Insider
New Analysis: Record-Breaking Pro Athlete Contracts Warrant Robust Estate Planning Strategy - Markets Insider
New Analysis: Record-Breaking Pro Athlete Contracts Warrant Robust Estate Planning Strategy - Market
Jan 1 · bestlawyers.com
Jonathon M. Morrison - Phoenix, AZ - Best Lawyers
Jonathon M. Morrison - Phoenix, AZ - Best Lawyers
Dec 27 · PR Newswire
Former IRS Boss Maximizes Tax Savings from Charitable Giving Using Optimized Charitable Trust Strategy - PR Newswire
Former IRS Boss Maximizes Tax Savings from Charitable Giving Using Optimized Charitable Trust Strate

Related Questions

What are some unique estate planning strategies Jonathon Morrison specializes in?
How does Jonathon Morrison's experience in Silicon Valley benefit his current clients?
What makes the charitable lead annuity trust (CLAT) a powerful tool for high net worth individuals?
How does Jonathon Morrison's approach to estate planning differ from other attorneys in Arizona?
What are the benefits of using an Optimized Charitable Lead Annuity Trust (OCLAT) for pro athletes?
Jonathon Morrison
Jonathon Morrison, photo 1
Jonathon Morrison, photo 2
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Location

Scottsdale, Arizona, United States