Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate and generation-skipping transfer tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate planning needs and to plan for future inherited or earned wealth.
Each client is different, but Jonathan strives to provide each of them with a plan that fits their personal needs in a tax-efficient way. He has extensive experience in planning and drafting revocable and irrevocable trusts, including dynasty trusts. He also assists clients with life insurance, premarital and charitable gift planning including charitable trusts and the formation of private foundations. Jonathan handles all aspects of trust and estate administration, including filing estate and gift tax returns and filing probate petitions. In addition, he advises clients with cross-border concerns on matters involving international tax law.
Jonathan has been recognized as an Empire State Counsel Pro Bono Honoree for 2016. His practice areas include Private Wealth, Business Succession Planning, Charitable Planning, Philanthropy and Nonprofit Organizations and International Private Wealth, mainly covering the Private Client Services industry. His education comprises: JD, Brooklyn Law School, and BA, Colgate University. He is admitted to the New York bar.
Jonathan Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them both achieve personal goals and leverage their gift, estate and generation-skipping transfer tax exemptions to preserve and protect family wealth. He also works with young individuals and families to address their current estate planning needs and to plan for future inherited or earned wealth.
Each client is different, but Jonathan strives to prov...
