Jonathan Grossman
- Role
- Senior Trust Officer at Plante Moran
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Senior Trust Officer
Apr 2015 — Present · Chicago, IL, US
Established Plante Moran Trust in the Chicago market\\\\nProvide holistic approach to clients through knowledge and experience in trust administration, estate planning, and tax and investment planning services\\\\nAdminister Irrevocable and Revocable Trusts, Charitable Foundations, IRAs and ILITS. Serves as Agent for individuals and Trustees.\\\\nOffers boutique family office services to ultra high net worth families\\\\nUse internal network of investment, insurance, and tax advisors to provide full breadth of services to clients\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
Education
Indiana University Bloomington
Business, Marketing
2005 — 2009
University of Missouri-Kansas City School of Law
J.D., Estate Planning
2009 — 2012
University of Missouri-Kansas City
Master of Laws (LLM), Taxation, 3.5
2012 — 2012
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