Jonathan C. Windle, Attorney

Jonathan C. Windle represents clients concerning their estate planning, estates and trusts administration, and family law matters. By handling both the planning and administration Estates and Trust ends of the spectrum, Mr. Windle understands the impact of the planning structures that have been put into place, and he is able to provide his clients with the benefit of his experience. These matters involve planning situations from the contexts of not only tax planning but also dealing with personal/family issues that need to be addressed. In addition to the use of traditional tax planning vehicles such as bypass trusts and marital trusts, this work often climbs the ladder of complexity and includes the analysis and establishment of structures such as irrevocable life insurance trusts, family limited partnerships, charitable trusts, personal residence trusts, trusts to receive retirement benefits, and grantor retained annuity trusts. However, Mr. Windle believes that while it is essential to have the technical knowledge, it is just as important to be a good listener and understand the client's goals, both tax and non-tax.

The "typical" client is someone who owns a closely held business or professional practice, and includes real estate professionals, operators of fast food restaurants, stockbrokers, insurance executives, physicians and engineers. In the area of estates and trusts administration, Mr. Windle has experience in the regular and ongoing handling of probate matters, preparation of federal estate tax returns and preparation of fiduciary income tax returns.

Mr. Windle has negotiated complex property settlement agreements in his family law practice where the valuation and division of substantial assets including businesses, partnerships, professional practices, investments and retirement plans are in dispute. He has negotiated complex pre- and ante-nuptial agreements dealing with property, testamentary, marital property and alimony issues.