Jonathan M. Forster: Lawyer with Greenberg Traurig, LLP

Jonathan M. Forster

Chair, National Wealth Management Practice; Co-Chair, Insurance Regulatory & Transactions
McLean,  VA  U.S.A.
Phone703.903.7504

Peer Rating
 5.0/5.0
AV® Preeminent

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Practice Areas

  • Tax & Business Group
  • Insurance Regulatory & Transactions
  • Tax
 
Contact InfoTelephone: 703.903.7504
Fax: 703.714.8314
http://www.gtlaw.com/People/Jonathan-M-Forster
 
University University of Maryland, B.S., Finance, 1986
 
Law SchoolGeorge Mason University School of Law, J.D., 1989
 
Admitted1989, Virginia; 1990, Maryland; 1991, District of Columbia
 
Memberships 

Professional & Community Involvement
•Serving on Finance Committee for MusiCares/Grammys
•Member, Association for Advanced Life Underwriting (AALU), Business Insurance and Estate Planning Committee
•Active volunteer at the University of Maryland Dingman Center for Entrepreneurship
•Past Board Member, Terrapin Club Board of Directors for the University of Maryland
•Past Member, University of Maryland Athletics Campaign Cabinet
•Past Chairman, National Capital Business Ethics Award
•Past Board Member, Hebrew Home of Greater Washington
•Past Board Member, Suburban Maryland Life Underwriters Association
•Past Committee Member, DC Society for Financial Service Professionals
•Past Board Member, Northern Virginia Life Underwriters Association
•Past Board Member, District of Columbia Life Underwriters Association
•Past Member, Maryland Office of Economic Development Business Mentor Committee
•Past Special Task Force ABA, Committee for Developing Ethics Rules

 
BornNew York, February 25, 1964
 
Biography

Jonathan M. Forster has a national tax and life insurance practice. Jon represents ultra-affluent individuals and their families, many of whom are founders of large private concerns or serving as public company executives around the U.S., and are considering exits and/or long-term tax reduction strategies.

Jon also represents the life insurance industry and investment advisory industry with a focus on advanced sales and multi-family offices. Jon represents the life insurance trade association known as the Association for Advanced Life Underwriting (AALU), carriers like TransAmerica, and many distribution centers including: National Financial Partners (NFP), Crump, and some constituents of the M Group. Jon's role with the AALU includes publishing the Washington Report, their trade group newsletter advising on complex tax legislation and its impact on the life insurance industry, along with counseling its members on product developments. For the carriers and life insurance distribution centers, Jon and his team provide advanced market case design.

Areas of Concentration
•Estate planning
•Philanthropy
•Estate and trust administration
•Corporate tax
•Executive compensation
•General business counseling
•Life insurance and investment structures

Other Experience
•Provides tax training to members of the International Association of Financial Planners; Maryland and D.C. Institutes for Certified Public Accountant
•Provides in-house tax training at Merrill Lynch, Smith Barney, UBS, Wachovia Securities, Legg Mason, New York Life Insurance, and Northwestern Mutual Life Insurance

Articles, Publications, & Lectures

Articles
•Quoted, Married Same-Sex Couples With Kids See IRS Tabs Rising, Bloomberg Businessweek, August 12, 2013
•Co-Author, Weighing the Obama Budget's Impact on Estate Planning, Private Wealth, May 10, 2013
•Co-Author, Current Opportunities in Life Insurance Planning, ForumFacts, September 2011
•Co-Author, Hot Topics In Insurance Planning: Private Placement Insurance, Association for Advanced Life Underwriting (AALU) Fall Quarterly Newsletter, September 2011
•Co-Author, New Rules in the Works for 'Split-Dollar' Life Insurance, Boston Business Journal
•Author, Looking Out for No. 1: You, the Company Founder, Potomac Tech Journal
•Author, Mezzanine Financing is Becoming a Lucrative Market for Venture Capital, Potomac Tech Journal
•Author, Handling Federal Estate and Gift Taxes, Fifth Edition
•Author, Split Dollar for the Corporate Executive
•Author, Liability Pendulum, Daily Deal
•Interviewed, Crackdown on a Pension Perk, Business Week
•Speaker, Business and Estate Planning for the High Tech Executive, an international financial advisor program the Financial Planning Association (formerly the International Association of Financial Planners)

Speeches
•Speaker, International Forum, 2008-2010
•Speaker, Association for Advanced Life Underwriting (AALU), 2008-2010
•Speaker, 2003 Million Dollar Roundtable (MDRT)

Associated News & Events
06.05.14 Five Greenberg Traurig Northern Virginia Attorneys Recognized in 2014 Chambers USA Guide
05.23.14 Greenberg Traurig Attorneys, Practices Included in 2014 Chambers USA Guide
06.12.13 Select Greenberg Traurig Practices Listed as 'Recommended' for Client Service, Commercial Awareness in 2013 Chambers USA Guide
05.28.13 Chambers USA Guide 2013 Includes 175 Greenberg Traurig Attorneys, 33 Practice Areas
05.02.12 Association for Advanced Life Underwriting Selects Greenberg Traurig as its Outside General Counsel
06.18.09 More than 150 Greenberg Traurig Attorneys Recognized in 2009 Chambers and Partners USA Guide
07.07.08 More than 120 Greenberg Traurig Attorneys Recognized in 2008 Chambers & Partners USA Guide
06.19.07 More Than 100 Greenberg Traurig Attorneys Included in 2007-2008 Chambers & Partners USA Guide
11.12.04 Greenberg Traurig's National Head of Wealth Management named Chairman of the National Capital Business Ethics Awards
05.23.00 Greenberg Traurig Adds Estate Tax Department to its Northern Virginia Office and Expands its Corporate Department

Published Articles
09.01.11 Current Opportunities in Life Insurance Planning
04.01.11 Top 10 Ways to Transfer Wealth

Alerts
12.01.07 Distributions by Private Foundations and Donor Advised Funds: Procedures for Determining Recipient's Public Charity Status
12.01.06 Death of Private Annuities? The IRS and Treasury Department Issue Proposed Regulations on the Taxation of Certain Private Annuity Transactions
12.01.06 The Pension Protection Act of 2006 - New EOLI Legislation Potentially Taxes Typical Insurance Arrangements
03.01.06 The Private Trust Company - A Fiduciary Services and Asset Management Alternative for High Net-Worth Families
10.01.05 Final Regulations Issued Regarding Distribution of Life Insurance from Qualified Plans
10.01.05 Restricted Management Accounts: An Alternative to the Family Limited Partnership
10.01.04 Issues in Developing Legal Structures for Global Families

 
ISLN907332099
 


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Office Information

Jonathan M. Forster

1750 Tysons Boulevard, Suite 1200
McLeanVA 22102




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