January 27, 2023

Volume XIII, Number 27

Jonathan C. Byer

Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate planning needs and to plan for future inherited or earned wealth.

Personalized advice on all matters of trusts and estates

Each client is different, but Jonathan strives to provide each of them with a plan that fits their personal needs in a tax-efficient way. He has extensive experience in planning and drafting revocable and irrevocable trusts, including dynasty trusts. He also assists clients with life insurance, premarital and charitable gift planning including charitable trusts and the formation of private foundations. Jonathan handles all aspects of trust and estate administration, including filing estate and gift tax returns and filing probate petitions. In addition, he advises clients with cross-border concerns on matters involving international tax law.

Articles in the National Law Review database by Jonathan C. Byer

The National Law Review names Katten as a Go-To Thought Leader for the firm’s coverage of Estate Planning & Taxes. The firm’s article, “2021 Biden Plan Estate Planning Advisory,” breaks down President Biden’s estate, gift and transfer tax plan and reviews what they mean for capital gains tax rates as well. Although estate law can be a layered area of practice, Katten’s content broke it down for our viewers in an organized and thorough manner.