A legal partner who speaks your language
Jonathan has an extensive background in financial services and trust and fiduciary management. He understands how advisors, CPAs and trust officers work, and he builds estate plans that fit the financial plans you've already put in place.
Who Jonathan works with
- Financial advisors and wealth managers. Plans coordinated with your investment strategy, beneficiary designations and account titling.
- CPAs and tax professionals. Clear communication on estate, gift and fiduciary income tax issues.
- Trust officers and corporate trustees. Practical trust drafting, and counsel to trustees on administration questions.
- Geriatric care managers, social workers and senior living staff. Fast, compassionate help for families facing incapacity, long-term care or guardianship.
- Insurance professionals. Coordination of life insurance, long-term care coverage and trusts.
What you can expect
- Responsiveness. Referred clients hear from Jonathan within two business days.
- Collaboration. With the client's permission, Jonathan keeps you informed and invites your input on the plan.
- Respect for your relationship. Your client stays your client. Jonathan handles the legal work and coordinates with you on the rest.
- Plain-English summaries. Clients receive a summary of their plan that you can review with them.
Continuing education and speaking
Jonathan is available to speak to advisor teams, CPA groups and community organizations on Texas estate planning, trusts, probate and elder law topics. Contact Jonathan to schedule a talk.
Make a referral
Or call Jonathan directly at (979) 777-9644.