Jonathan L. Grob

Practice Areas

Tax, Trusts and Estates:

- Business Succession, Exit and Shareholder Planning

- Employee Benefits and ERISA

- Estate and Gift Tax Planning

- Estate and Trust Administration

- Executive Compensation

- State and Local Taxation and Incentives

- Tax audit Representation and Litigation

- Tax Exempt Organizations

- Transactional Tax Planning

- Wills, Trusts and Powers of Attorney

Business and Corporate:

- Aviation

- Business Formation and Planning

- Insurance

- Private Equity, Hedge Funds and Venture Capital

Career

Jon represents a diverse client base of large corporations, small businesses, corporate fiduciaries, entrepreneurs, charitable institutions, farmers and ranchers, and families across a multitude of industries including insurance, aviation, manufacturing, construction, agribusiness, fintech, private equity, hospitality and healthcare. His practice focuses on federal tax planning, business succession, estate planning, nonprofit governance and charitable giving, probate and trust administration, business entity structuring, employee benefits and executive compensation, and aircraft purchases, sales and leasing arrangements.

Jon is the President of McGrath North, chair of McGrath North’s Tax and Estate Planning Practice Group, a member of the firm’s Board of Directors, and has previously served as an Adjunct Professor at Creighton University School of Law. Jon has earned the Chartered Advisor in Philanthropy® designation from The American College of Financial Services and is a Fellow of the American College of Trust and Estate Counsel (ACTEC).

Professional Memberships

American Bar Association

Iowa Bar Association

Nebraska State Bar Association

Omaha Bar Association

Omaha Estate Planning Council

United Way of the Midlands, Campaign Cabinet Member, 2023