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Jonathan Graber concentrates his practice in trusts and estates, working with a variety of clients including corporate trustees, business owners, family offices, politicians, executives, private equity professionals, real estate developers and other high net worth individuals and families.
Mr. Graber reviews each client situation comprehensively and designs individualized plans in order to carry out the client’s objectives in a tax-efficient manner. Many of these strategies include planning for the successful intrafamily transfer of illiquid assets, such as concentrated equity holdings (including the family business), collections of artwork and vacation homes, which may represent a component of the family’s identity. To ensure the proper implementation and administration of these strategies, Mr. Graber often works closely with the client’s team of professional advisors.
Mr. Graber also counsels clients in connection with their philanthropic objectives, in which case it may be suitable to incorporate one or more of the many available charitable structures, such as a private foundation, charitable lead trust or charitable remainder trust, into the client’s estate plan.
Mr. Graber received his Juris Doctor degree, with honors, from Loyola University Chicago School of Law. He is admitted to practice in Illinois and New York.
News & Publications
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February 1, 2012
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Client Advisories and Bulletins
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November 23, 2011
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Client Advisories and Bulletins
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December 17, 2010
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Client Advisories and Bulletins
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November 2010
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Client Advisories and Bulletins
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September 21, 2010
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Client Advisories and Bulletins
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June 10, 2010
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Firm News
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March 24, 2010
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Client Advisories and Bulletins
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February 2, 2010
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Client Advisories and Bulletins
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January 7, 2010
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Client Advisories and Bulletins
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December 23, 2009
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Client Advisories and Bulletins
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December 2009
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Client Advisories and Bulletins
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September 28, 2009
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Client Advisories and Bulletins
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July 28, 2009
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Client Advisories and Bulletins
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December 2008
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Client Advisories and Bulletins
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June 2008
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Client Advisories and Bulletins
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Education
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J.D., Loyola University Chicago School of Law, 2002, cum laude
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B.B.A., Western Michigan University, 1999, summa cum laude
Bar Admissions
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Illinois,
2002
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New York,
2011
Memberships
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Gift Planning Advisory Committee, The Museum of Science and Industry
- Auxiliary Board, John G. Shedd Aquarium
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