Jon is an experienced attorney and certified public accountant who primarily concentrates his practice on estate and Medicaid planning, trusts and estates administration, business succession planning, and tax law. He assists his clients through all phases of trusts and estates, including planning, document drafting and execution, trust funding, administration, accounting and settlement, and Surrogate’s Court litigation.
Jon also assists clients with business planning, including entity formation, drafting and reviewing corporate documents, succession planning, and business sales. He additionally has experience helping individual and business clients resolve NYS and federal tax liabilities.