Jonathan Byer

Jonathan Byer

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 (GST) 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. Recognitions: Empire State Counsel® Pro Bono Honoree, 2016. Practices: Private Wealth, Business Succession Planning, Charitable Planning, Philanthropy and Nonprofit Organizations and International Private Wealth. Industries: Private Client Services Education: JD, Brooklyn Law School, BA, Colgate University Bar Admissions: New York Community Involvements: New York State Bar Association, Estate and Trust Administration Committee


Private Client | 1yr

Chapter: United States

This first edition, written by leading Private Client legal specialists from around the world, provides a highly practical, up-to-date jurisdictional comparison of the latest tax and non-tax developments for the private client profession in the areas of tax, estate and personal planning, administrat...