Jonathon Morrison

About Jonathon Morrison

Jonathon is a Senior Partner with Frazer, Ryan, Goldberg & Arnold LLP, Arizona\'s premier tax, trust and estate-focused boutique law firm. Licensed in both Arizona and California, he is widely-regarded for architecting advanced estate planning solutions for high income and ultra high net worth (UHNW) clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and/or creditor protection. He also prepares basic wills and trusts, and handles probate and trust administration matters.Jonathon’s unique Silicon Valley background sets him apart from the vast majority of estate planners across the country. For nearly a decade before relocating to his hometown of Phoenix in 2015, Jonathon practiced law as an estate and tax planning attorney with the two leading trust and estate firms in Silicon Valley. During this time, Jonathon served as a trusted advisor to hundreds of the wealthiest individuals and families in the world, including world-renowned technology company founders, executives, venture capitalists, and angel investors. Most notably, Jonathon worked with the personal tax planning group associated with the preeminent venture capital law firm, Wilson Sonsini, which led IPOs for virtually every major technology company, including Apple, Google, Amazon, Tesla, Twitter, LinkedIn, Netflix, Pandora, and GoDaddy. Jonathon partners with advisors who wish to leverage his tax and estate planning knowledge, particularly through his optimized trusts, the Optimized Charitable Lead Annuity Trust (OCLAT) and the Optimized Gift Trust (OGT). Jonathon also differentiates himself as a “next gen attorney” by being exceptionally responsive to client calls and electronic messages, minimizing “legalese” when communicating with clients and advisors, developing creative and customized solutions to client problems and concerns, and making sure that he is a stellar reflection of any advisor with whom he shares a client.This LinkedIn account is professionally managed.

Experience

1. Senior Partner - Tax and Estate Planning

   FRAZER, RYAN, GOLDBERG & ARNOLD LLP

   Jan 2017 — Present · Phoenix, AZ, US

   Practice focused on UHNW estate planning, estate tax and income tax planning, wills & trusts, family business succession, and estate/trust administration.Specific expertise in (i) advanced tax and estate planning,(ii) charitable business exit and succession planning,(iv) modifying irrevocable trusts & \"clean up\" planning, and (v) California \"Prop 13\" real property tax planning.Unique expertise implementing tax planning arrangements for high net worth clients with taxable estates, including- Family limited partnerships (FLPs)- GST-exempt dynasty trusts- Grantor retained annuity trusts (GRAT’s)- Sales to intentionally defective grantor trusts (IDGT’s)- Charitable planning (charitable remainder trusts (CRTs), charitable lead trusts (CLATs), optimized charitable lead trusts (OCLATs), private foundations)- Irrevocable life insurance trusts (ILIT’s)- Qualified personal residence trusts (QPRT’s), and - Nevada incomplete non-grantor trusts (NING Trusts)

Education

• University of Arizona

  B.S, Business (Finance & Accounting)

  2000 — 2004

• University of California, College of the Law, San Francisco (formerly UC Hastings)

  J.D., Taxation

  2004 — 2007

Skills

• Estate Tax Planning
• Estate Administration
• Estate Planning
• Trusts
• Gift Planning
• Irrevocable Life Insurance Trusts
• Family Partnerships
• Tax