Estate Planning and Trusts

Jonathan is passionate about creating effective and tax-efficient strategies that position your estate and Trust as favorably as possible. Jonathan thrives on structuring estate plans and Trusts to best reap the benefits of positive tax treatment and has helped his clients structure their estate plans and Trusts to be positioned in the most tax advantaged manner. He understands the need for integrated legal solutions that emphasize tax efficiencies. His tax expertise is a common thread that runs throughout his estate planning practice that distinguishes him as a niche tax practice that addresses tax strategy, tax planning, the application of highly technical and nuanced tax regulations and procedural rules.

Jonathan C. Watts’ estate planning practice expertly handles estate plans involving living Trusts, wills, powers of attorneys and health care directives. His in-depth tax expertise allows him to plan and implement more sophisticated plans involving specialized techniques and utilizing his highly honed tax knowledge.

Jonathan’s Estate Planning Practice Includes the Following:

Wills and Trusts. Jonathan expertly places basic estate plan documents including a living trust, wills, powers of attorney and health care directives with an eye on structuring these estate plan documents to strategically utilize all the tax advantages available.

Family Limited Partnerships. Jonathan has structured family limited partnerships and limited liability companies designed to manage, control and facilitate the orderly operation and succession of family-held business assets. With an eye on tax savings that also will meet the business goals of the family and enjoy gift and estate tax efficiencies.

Trusts. Jonathan is experienced in drafting and documenting the establishment of many types of estate planning Trusts. His tax focus allows him to be sensitive to more specialized issues that require a thorough understanding of tax law and the strategic placement of these Trusts to enjoy the most tax favored treatment.

Probate and Trust Administration. Jonathan’s tax and estate planning practice handles estate administration, either through probate or during trust administration and advises executors, trustees, advisors, heirs, fiduciaries and beneficiaries on probate and trust administration matters.