Jonathan L. Grob

Practice Areas

Business and Corporate:

- Aviation

- Business Formation and Planning

- Business succession, Exit and Shareholder Planning

- Employee benefits and ERISA

- Executive Compensation

- Family Business

- Insurance

- Private Equity, Hedge Funds and Venture Capital

Tax, Trusts and Estate:

- Estate and Gift Tax Planning

- Estate and Trust Administration

- State and Local Taxation and incentives

- Tax Audit Representation and Litigation

- Tax Exempt Organizations

- Transactional Tax Planning

- Wills, Trusts and Powers of Attorney

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, the former 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 has been recognized by Best Lawyers® and Super Lawyers®. Jon was also recognized for Private Wealth Law by Chambers High Net Worth Guide for Tax Law by Chambers USA and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). As part of his community involvement, Jon serves on the Board of Directors for the Omaha Community Foundation and on the Dean's Advisory Board for the University of Nebraska College of Law.

Professional Memberships

American Bar Association

Iowa Bar Association

Nebraska State Bar Association

Omaha Bar Association

Omaha Estate Planning Council

Education