Jonathan Morton is the Co-Chair of the Estate Planning & Taxation Practice Group at Golan Christie Taglia.
Jon concentrates his practice in the areas of:
- Estate and Trust Administration
- Complex Estate, Trust & Guardianship Litigation
- Estate Planning, including: Tax Planning, Asset Protection, Digital Asset Disbursement, Succession Planning, Genetic Material Disposition, and Special Needs Planning
- IRS Controversy, including: Audit Defense, Offers in Compromise, and Installment Agreements
Jon regularly counsels clients through some of the most difficult moments of their lives, including the death or severe injury of loved ones. He represents both fiduciaries and beneficiaries in estate and trust administration. Jon is no stranger to the courtroom, with experience ranging from the defense and prosecution of will and trust contests, citations to recover assets and contested guardianship matters. Jon is adept at helping families navigate difficult circumstances, which frequently involve disputes between the immediate family itself.
Jon’s estate planning practice focuses on all aspects of estate planning from special needs planning to asset protection to complex tax planning. Jon’s Florida license also allows him to assist clients who choose to split their time between Illinois and Florida.
In his guardianship practice, Jon regularly represents court-appointed guardians of both disabled adults and minors, and counsels his clients on always pursuing the best interests of the Court’s ward.
Jon joined GCT in 2016 and was promoted to partner in 2020. Prior to joining the firm, Jon was an Associate at Di Monte & Lizak, LLC where he focused his practice on estate planning and administration and tax planning.
Loyola University Chicago, J.D., 2013
Federal Tax Law Certificate from Loyola University Chicago, 2013.
University of Illinois Urbana-Champaign, B.S. in Finance, 2007
Illinois, October 2013
Florida, March 2015
Illinois State Bar Association, 2013-present
Chicago Estate Planning Council, 2018-present
ISBA Trust and Estates Committee
ISBA Federal Tax Section Council
U.S. District Court, Northern District of Illinois
United States Tax Court
HONORS & AWARDS
Illinois SuperLawyers Rising Star, 2018-present
Illinois SuperLawyers, Emerging Lawyer, 2019-2021
LATEST NEWS & INSIGHTS FROM Jonathan D. Morton
November 2, 2021 News
By now, we are sure that you are aware of the considerable discussion in the media about Congress wanting to in large part revise a number of favorable tax laws. Congress has recently taken steps to make changes a reality through a new and pressing series of proposed tax law changes with the “Build Back Better Act” (the “Act”) that is making its way through the legislative process in Washington, D.C. New tax laws might be enacted, if at all, as early as mid-November but possibly by late December.Read More
September 30, 2021 News
The following is a summary of some of the more significant changes in Illinois law on state taxation enacted by the Illinois Legislature in its 2021 session.Read More
February 23, 2021 News
Golan Christie Taglia is delighted to announce the inclusion of 21 firm attorneys to the 2021 Leading and Emerging Lawyers lists for their outstanding work in a wide range of areas including Closely & Privately Held Business Law, Commercial Litigation, Bankruptcy & Workout Law: Commercial and more.Read More
February 1, 2021 News
Golan Christie Taglia is proud to announce the inclusion of nine of its attorneys to the 2021 Illinois Super Lawyers and Rising Stars lists.Read More
November 10, 2020 Events
In a year marked by a global pandemic, social strife and ongoing political uncertainty, business executives and leaders need to stay focused on what matters most.Read More
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