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Jonathan C. Byer

Associate
jonathan.byer@kattenlaw.com
New York Office
p+1.212.940.6532
f+1.212.940.8776
Overview

Jonathan C. Byer concentrates his practice in estate and tax planning for individuals and families, the representation of fiduciaries, and the administration of estates and trusts. He frequently designs plans for high-net-worth individuals to help them achieve personal goals, while simultaneously leveraging their gift, estate and generation-skipping transfer (GST) tax exemptions to preserve and protect family wealth. Jonathan also works with young individuals and families to address their current estate planning needs, and to plan for future inherited or earned wealth. He sees himself as part of his client's financial team, helping to advise his clients over the course of a number of years as their needs grow and change.

Jonathan has experience in planning and drafting revocable and irrevocable trusts, including dynasty trusts, life insurance planning, premarital planning and charitable gift planning, including charitable trusts and the formation of private foundations. Jonathan has also handed all aspects of trust and estate administration, including filing estate and gift tax returns and filing probate petitions. He also has experience advising clients with cross-border concerns on matters involving international tax law.

Shown below is a selection of Jonathan’s engagements.

Recognition

Empire State Counsel®

Empire State Counsel®, Pro Bono Honoree, 2016
Articles
December 9, 2015
Co-author, Stocker on Drawing Wills and Trusts (14th edition), Practising Law Institute
February 2015
April 11, 2014
November/December 2013
Jonathan C. Byer

Education

  • JD, Brooklyn Law School
  • BA, Colgate University

Bar Admissions

  • New York
  • New Jersey

Recognition

Empire State Counsel®

Pro Bono Honoree, 2016
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Memberships

  • New York State Bar Association, Estate and Trust Administration Committee

Languages

  • Italian
  • Spanish
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