Overview
Jonathan advises individuals, families and business owners on estate planning, trust and estate administration, tax planning and business succession matters. He also counsels tax-exempt organizations on formation, governance and compliance issues.
Jonathan helps clients navigate significant personal, family and business decisions by developing practical, tax-conscious solutions tailored to their goals. His practice includes drafting wills, revocable trusts, powers of attorney and other estate planning documents; guiding trustees and personal representatives through trust and probate administration; and advising businesses and tax-exempt organizations on formation, governance and operational matters. He also assists clients with business succession planning and the legal and tax issues that arise during significant life and business transitions.
Before becoming an attorney, Jonathan earned a Ph.D. in chemistry and worked as a university professor and high school science teacher. His background as an educator and scientist helps him communicate complex legal and tax concepts in a clear, practical manner, enabling clients to make informed decisions with confidence.
Services
Credentials
Education
- University of Iowa College of Law, J.D., 2025, high distinction
- University of Iowa, Ph.D., 2017
- University of Northern Iowa, B.S., 2008
Admissions
- Iowa, 2025
Civic & Professional
Professional Activities
- Iowa State Bar Association
- Linn County Bar Association
Community Activities
- Matthew 25, Board Member
- North Liberty Firefighters Foundation, Board Member
- Johnson County Metro Dive Team, Public Safety Diver, 2016-2022