Jonathan M. SchmerlingDirector
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.
Jon has handled scores of estate and trust administrations and the resolution of various tax and non-tax issues that occur during the administration of estates and trusts. He has counseled many clients regarding charitable planning and the development of strategies to reduce federal and state taxes in lifetime transactions and at death.
He is a member of the Allegheny County Bar Association, the Pennsylvania Bar Association, the New York State Bar Association, and the Estate Planning Council of Pittsburgh.
Honors and Achievements
Jon is a Fellow of the American College of Trust and Estate Counsel. He is listed in The Best Lawyers in America for Trusts and Estates and selected to the Pennsylvania Super Lawyers list.