Jonathon M Morrison

- 1850 N Central Ave #1800, Phoenix, AZ 85004

For high-net-worth individuals, business owners, and families in Phoenix, managing and preserving wealth is a complex undertaking that goes beyond simple accounting. It requires sophisticated legal and financial strategies to minimize tax burdens, ensure a smooth transfer of assets, and protect a legacy for future generations. Jonathon M Morrison, a senior partner at Frazer Ryan Goldberg & Arnold, LLP, is a recognized expert in advanced estate planning and tax law, with a unique background rooted in both Arizona and Silicon Valley. His practice is dedicated to helping clients in the Valley and across the country navigate the intricate world of trusts, estates, and tax regulations to secure their financial future.

With a reputation as a thought leader and innovator in the field, Jonathon Morrison has been featured in prestigious publications like Forbes and has developed cutting-edge strategies, such as the "Optimized Charitable Lead Annuity Trust" (OCLAT) and the "Optimized Gift Trust" (OGT). His approach is not just about drafting documents; it's about providing a comprehensive, custom-tailored plan that addresses every aspect of a client's financial life, from business succession to charitable giving. He is known for his ability to translate complex legal jargon into understandable terms, making the often-daunting process of estate planning as clear and low-stress as possible for busy professionals.

The office of Jonathon M Morrison is located at 1850 N Central Ave #1800, Phoenix, AZ 85004, USA. Situated in a prominent, professional building in downtown Phoenix, the office is easily accessible for clients throughout the metropolitan area. Its central location makes it convenient for meetings, providing a secure and discreet environment for discussing sensitive financial and legal matters.

The firm is committed to providing a fully accessible environment for all clients. The office building features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring that everyone can visit with ease. To accommodate the schedules of his busy clientele, appointments are recommended to ensure that you receive the focused and dedicated time required for a comprehensive consultation. To schedule a meeting, you can contact the office at (602) 277-2010 or via their mobile phone at +1 602-277-2010.

Jonathon M Morrison provides a specialized suite of legal and tax services focused on advanced estate planning for clients with complex needs. His expertise extends far beyond simple wills and trusts, offering solutions that are designed to protect and grow substantial wealth. The following is a detailed list of the services he provides:

• Advanced Estate Planning:

  This includes designing and implementing sophisticated plans for high-net-worth clients, focusing on strategies to minimize federal estate tax and protect assets through vehicles like Irrevocable Trusts and Life Insurance Trusts.

• Tax Planning and Wealth Management:

  The firm provides expert advice on a variety of tax matters, including Personal Tax, Income and Estate Tax, and Property Tax Law. They also work with Wealth Advisors to create comprehensive strategies that align with a client's overall financial objectives.

• Business Law and Succession Planning:

  Jonathon Morrison offers guidance on Business Formation, Business Succession Planning, and Mergers & Acquisitions (M&A Transactions), helping business owners navigate the legal complexities of selling or transferring their company.

• Probate and Trust Administration:

  The firm assists clients with the legal processes of Probate and Trust Administration, as well as handling Estate Controversy, ensuring that a person’s wishes are carried out efficiently and correctly.

• Charitable Giving:

  He provides specialized advice on philanthropic strategies, including the use of innovative tools like the OCLAT, to help clients achieve their charitable goals while minimizing their tax liability.

This comprehensive list of services highlights a practice that is tailored to the needs of sophisticated clients who require more than a standard legal solution.

Jonathon M Morrison is a distinguished professional in the Arizona legal community, with a list of features that underscore his expertise and value.

• Nationally Recognized Expertise:

  Jonathon is a published author and a frequent speaker on advanced estate planning strategies. His work has been featured in top legal journals and financial publications, establishing him as a national authority in his field. He is a Certified Specialist in Estate Planning, Trust, and Probate Law in California, a testament to his high level of specialized knowledge.

• Unique Background:

  With a decade of experience practicing in Silicon Valley, Jonathon gained a mastery of complex tax and estate planning strategies for some of the world's wealthiest individuals, including tech founders and venture capitalists. This unique background provides a level of sophistication that is not common in the Arizona legal community.

• Innovative Solutions:

  He is credited with developing and publishing new concepts like the "Optimized Gift Trust" and the "Optimized Charitable Lead Annuity Trust," which are designed to address the challenges of federal estate tax and charitable giving for high-net-worth individuals.

• Client-Focused Model:

  His business model is designed specifically for busy business owners, offering a flat fee structure and direct engagement with the attorney to ensure a high-quality, low-stress experience. He is known for getting complex plans executed quickly and efficiently.

For those in Phoenix seeking expert guidance on estate planning, tax, or business succession, contacting Jonathon M Morrison is the first step toward securing your future.

• Address: 1850 N Central Ave #1800, Phoenix, AZ 85004, USA

• Phone: (602) 277-2010

• Mobile Phone: +1 602-277-2010

Because of the highly specialized nature of his work, it is essential to schedule an appointment to ensure you receive a thorough and productive consultation.

When it comes to estate and tax planning, the choice of an attorney is paramount, and for high-net-worth Arizonans, Jonathon M Morrison offers a compelling value proposition. While a standard attorney can help with a simple will, a specialist with a deep understanding of complex tax strategies is essential for preserving significant wealth. Jonathon's background, including his tenure in Silicon Valley, gives him a unique and sophisticated skill set that is particularly valuable in the current financial climate. His knowledge of advanced legal instruments and his ability to innovate in the field are major differentiators.

Furthermore, his client-first business model, with a focus on efficiency and transparent pricing, addresses a common pain point for busy professionals and business owners. He has a track record of implementing hundreds of complex transactions, demonstrating that his expertise is not just theoretical but practical and effective. His deep roots in Arizona, having grown up in the Valley, combined with his national reputation, make him a trusted local resource with a world-class skill set. For anyone looking to protect their legacy, minimize taxes, and plan for the future with confidence, Jonathon M Morrison provides the expertise and peace of mind that is truly worth choosing.

Jonathon M Morrison

1850 N Central Ave #1800, Phoenix, AZ 85004, USA