Jon is a Director of the Firm. He served as the Chair of the Estates & Trusts Practice Group from 2007 through 2017, and as Head of the Private Wealth Client Service Sector from its establishment in 2016 through 2017. He has over 35 years of experience in estate planning and administration, taxation, and charitable giving. He helps individuals develop strategies to meet their income, gift, estate, and charitable planning goals.
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