April 21, 2026 Luncheon at the San Antonio Country Club
A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cutting-edge solutions has resulted in multiple advances in the field of advanced tax and estate planning. In addition to publishing multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal (the top legal journal in the field), Jonathon has been featured in Forbes, Fortune, Bloomberg, and Barrons.
For nearly 20 years, Jonathon has practiced with top tax and estate planning law firms on the West Coast (most notably, the personal tax planning group associated with Wilson Sonsini, the “go-to” law firm in Silicon Valley which led IPOs for Apple, Google, Amazon, Tesla, and hundreds of other top tech companies). Jonathon estimates that he has been directly involved in more than 1,000 major advanced estate planning transactions.
"Reimagining & Repurposing Trusts as Strategic Investment Products"
This presentation demonstrates the ways in which attorneys and investment advisors can utilize modern trusts as strategic investment products, rather than simply traditional estate planning tools. Specifically, the program will deep-dive two (2) peer-reviewed trusts (Optimized Gift Trust & Optimized CLAT) which have been “productized and re-purposed” into turnkey solutions for high-income and high net worth clients to optimize tax efficiency, protect assets, bolster AUM, and support long-term multigenerational wealth objectives.
- Prerequisites: None
- Experience Level: Intermediate
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Approved
- CFP - 1 Hour Pending
- CPE - 1 Hour Approved
- CTFA - 1.25 Hours Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
