Forbes magazine has added Frazer Ryan senior partner Jonathon Morrison to its talent bank of contributing authors.
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A Best Lawyers® honoree, Jonathon focuses his practice on tax, business and estate planning for clients with large or complex estates. He is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California).
Jonathon is a planning pioneer and published author concerning the use of the “optimized CLAT” (OCLAT) strategy, which further optimizes for the philanthropic contributor the tax and economic benefits of a charitable lead annuity trust. See Jonathon’s short article, “Optimized CLAT (OCLAT): ‘Opt out’ of immediate income taxes by promising to make charitable gifts in the future.”
SEE ALSO: “The Optimized CLAT,” co-authored by Jonathon Morrison, is peer-reviewed and was the cover article in the September 2020 issue of Estate Planning, widely viewed as the most esteemed professional journal in the tax and estate planning world