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Jonathon M. Morrison Jonathon M. Morrison is an established attorney specializing in tax, business, and estate planning for clients with significant or intricate estates. Jonathon holds licenses in Arizona and California. He is a Certified Specialist in Estate Planning, Trust, and Probate Law in California.

Jonathon's experience spans more than two decades with prominent estate planning law firms in Silicon Valley. Most notably, he served as a technician with the personal tax planning group affiliated with Wilson Sonsini Goodrich & Rosati, the renowned international venture capital law firm headquartered in Palo Alto which leads more IPOs annually than any other law firm in the United States.

As a contributor to major estate planning and investment journals (including Forbes and the national Estate Planning Journal), Jonathon is acknowledged for his insights in the field of estate planning and related tax strategies. Most notably, his recognized expertise with respect to the "charitable lead annuity trust" (CLAT) underscores his position in the industry. He is the pioneer and chief architect of the Optimized CLAT (OCLAT) strategy which is a specialized version of a CLAT designed to optimize tax and economic benefits for contributors. It has been reported that Jonathon has set up more CLATs than any attorney in the United States.

Honors & Awards

The Best Lawyers in America® (Closely Held Companies and Family Businesses Law), 2022, 2023, 2024

Az Business Leaders 2023 (Tax Law), AZ Big Media

Published Articles

"This Strategy Helps Rich Millennials Lower Taxes, Give Back, and Build Next-Gen Wealth," Forbes, November 16, 2022

“Elevating Your Estate and Legacy: A Lesson from Jackie Kennedy,” Forbes, August 19, 2022

“The Optimized CLAT: A Compelling Income Tax Deduction Vehicle Hiding In Plain Sight” (co-author), Estate Planning, a Thompson Reuters Publication, Vol. 47, No. 9, September 2020

Education

J.D., Taxation, University of California Hastings College of Law, 2007

B.S., cum laude, University of Arizona Eller College of Management (Accounting & Finance), 2004