Jonathon M Morrison

Are you an Arizona resident navigating the complexities of estate planning, tax strategies, or business succession? Look no further than Jonathon M. Morrison, a highly respected attorney based right here in Phoenix. With a deep understanding of Arizona law and a commitment to serving the local community, Jonathon M. Morrison offers comprehensive legal guidance to individuals and businesses seeking to protect their assets, minimize tax burdens, and ensure a secure future.

In the vibrant and growing landscape of Arizona, having a trusted legal advisor is paramount. Whether you're planning for your family's future, looking to optimize your business's financial structure, or dealing with the intricacies of probate, having an experienced and knowledgeable attorney by your side can make all the difference. Jonathon M. Morrison brings a wealth of expertise and a personalized approach to every client, helping them navigate often-complex legal matters with clarity and confidence. His focus on tax and estate planning for clients with large or complex estates has earned him a reputation as a leading figure in the field, not just in Arizona but also nationally, with recognition in publications like Forbes and Fortune.

Jonathon M. Morrison has practiced with top tax and estate planning law firms for nearly two decades, including a significant period in Silicon Valley. This extensive experience, combined with his dedication to innovative strategies, positions him as a go-to resource for sophisticated legal solutions right here in Arizona. He is a Certified Specialist in Estate Planning, Trust & Probate Law in California and is licensed to practice in both Arizona and California, further solidifying his broad expertise. His understanding of nuanced legal areas, such as California’s “Proposition 13” real property tax deferral rules, provides a unique advantage for Arizona residents with out-of-state assets or complex real estate holdings.

Conveniently situated in the heart of Phoenix, Jonathon M. Morrison's office is easily accessible for residents throughout the Valley. You can find him at:

1850 N Central Ave #1800, Phoenix, AZ 85004, USA

This central location in Phoenix ensures that clients from various parts of the metropolitan area can reach his office with ease, whether by car or public transportation. Being in the downtown core also means proximity to other professional services and resources, making it a convenient hub for managing your legal and financial affairs.

Jonathon M. Morrison offers a comprehensive range of legal services tailored to the specific needs of individuals and businesses, focusing primarily on tax, business, and estate planning for complex and high-net-worth situations. His areas of expertise include:

• Tax Planning: Strategic guidance to minimize tax liabilities and optimize financial outcomes for individuals and businesses.
• Estate Planning, Wills, and Trusts: Crafting comprehensive plans to protect assets, ensure smooth wealth transfer, avoid probate, and address personal wishes. This includes the implementation of various trust structures, such as revocable living trusts and advanced charitable vehicles like the “optimized gift trust” (OGT) and “charitable lead annuity trust” (CLAT), for which he is a nationally recognized authority.
• Business Formation: Assisting with the legal establishment of new businesses and structuring entities to centralize asset management and facilitate inter-generational transfers.
• Probate and Trust Administration: Guiding clients through the legal process of administering estates and trusts, ensuring compliance and efficiency.
• Mergers and Acquisitions (M&A) Transactions: Providing legal counsel for business sales, purchases, and other strategic transactions.
• State and Local Tax Law: Expertise in navigating Arizona's specific tax regulations and compliance requirements.
• Property Tax Law: Advising on property tax implications, particularly concerning valuable real estate, including unique knowledge of California “Prop. 13” issues for Arizona residents with California holdings.
• Modification of Irrevocable Trusts: Assisting in "cleaning up" existing irrevocable trusts with unfavorable terms, offering solutions to resolve potential tax or non-tax problems.

Jonathon M. Morrison stands out in the Arizona legal landscape due to several key features and highlights that underscore his expertise and client-focused approach:

• Recognized Expertise: He is a senior partner and a Best Lawyers® honoree, specifically recognized for his work in Closely Held Companies and Family Businesses Law. He has also been recognized in Az Business Leaders (Tax Law) in 2023 and 2024 by AZ Big Media.
• Pioneer and Innovator: Jonathon is credited as the developer and publisher of multiple innovations in the field of tax and estate planning, including the "optimized gift trust" (OGT) and the "optimized CLAT" (OCLAT) strategy, demonstrating his commitment to cutting-edge solutions.
• Published Authority: He has authored multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal, a top legal journal in the field, and has contributed to Forbes, Fortune, Bloomberg, and Barrons.
• Dual State Licensure and Specialization: Licensed in both Arizona and California, and a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California, providing a broader scope of expertise for clients with multi-state interests.
• High-Net-Worth Client Focus: Jonathon possesses a unique background in developing advanced estate planning solutions for high-income and high-net-worth clients, with objectives including income tax and estate tax minimization, charitable giving, business exit planning, and asset protection.
• Strategic Charitable Giving: He is a frequent speaker and nationally recognized authority on creative charitable giving strategies, helping donors maximize tax benefits while achieving philanthropic goals.
• Client-Centric Approach: While specific client testimonials are not publicly provided, his consistent recognition and specialized practice areas suggest a strong track record of successful client engagements in complex legal matters.

As a professional legal practice, Jonathon M. Morrison does not typically offer generalized "promotions" or "special offers" in the traditional retail sense. Legal services are highly personalized and depend on the unique circumstances of each client's case. However, prospective clients seeking to learn more about his services and how they align with their specific needs are encouraged to reach out for an initial consultation. During this consultation, you can discuss your legal concerns, learn about the scope of services offered, and understand the fee structure. While specific discounts aren't advertised, the value lies in the specialized, high-level expertise provided for complex estate and tax planning matters.

To connect with Jonathon M. Morrison and his team, you can use the following contact details:

• Address: 1850 N Central Ave #1800, Phoenix, AZ 85004, USA
• Phone: (602) 277-2010

Reaching out by phone is often the best way to initiate a conversation and schedule a consultation to discuss your specific legal requirements. His office staff will be able to provide you with the necessary information and guide you through the process of setting up your first appointment.

For Arizona locals, particularly those in the Phoenix area, Jonathon M. Morrison represents an invaluable resource for sophisticated estate planning, tax optimization, and business legal needs. His deep roots in the Arizona legal community, combined with his national recognition and specialized expertise in complex financial and estate matters, make him an ideal choice for residents looking for comprehensive and strategic legal solutions. He understands the unique challenges and opportunities that come with living and doing business in Arizona. Whether you're a high-net-worth individual looking to secure your legacy, a business owner planning for succession, or someone seeking to navigate the intricacies of tax law, Jonathon M. Morrison offers the blend of experience, innovation, and personalized attention that Arizona residents deserve. His commitment to staying at the forefront of legal developments ensures that his clients receive the most current and effective strategies available, providing peace of mind and long-term financial security for families and businesses across the state.