Jonathon Morrison

A renowned pioneer in tax and estate planning, Jonathon’s thought leadership and reputation for developing novel, cutting edge solutions has led to multiple advances in the field of estate planning. In addition to several peer-reviewed articles featured on the cover of the Estate Planning Journal (the top national legal journal in the field of tax and estate planning), Jonathon has been featured in numerous write-ups in Forbes, Fortune, Barrons, as well as several nationally syndicated podcasts.
After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.

A Forbes contributor, Jonathon is widely viewed as a thought leader and innovator in estate planning and related tax strategies.

Jonathon is also a frequent speaker and nationally recognized authority with respect to the “optimized gift trust” (OGT), and the “charitable lead annuity trust” (CLAT). Jonathon estimates that he has been involved in more than 200 OGTs and 250 CLAT transactions over the past 10 years, and he is frequently engaged by clients, tax advisors, and estate planning attorneys around the country to implement and provide advice with respect to both complex gift trust and CLAT transactions.

Jonathon Morrison is the architect and published author of the “optimized gift trust” (OGT) strategy, designed for wealthy individuals who wish to reduce (and, in many cases, eliminate) their federal estate tax by making large gifts out of their estate, but retain maximum access, control, protection, and use of the assets while they are living (within IRS limits).

Short article: “Optimized Gift Trust (OGT): Transfer Assets Out of Estate While Maximizing Retained Access & Control Over Transferred Assets,” | See also: Optimized Gift Trust FAQs

Jonathon is also the planning pioneer and published author concerning the use of the “optimized CLAT” (OCLAT) strategy, which further optimizes for the philanthropic contributor the tax and economic benefits of a charitable lead annuity trust.