Jonathan C. Lurie
Partner
Los Angeles, CA
T
+1 310.229.0362
F
+1 310.229.9901
One such example is a $350 million estate involving a complex family situation and the formation of a charitable lead trust and family office. Jonathan has been in the service of the estate for more than 20 years and takes pride in his work with the foundation and in the fact that no property has been sold to pay taxes.
A native South African, Jonathan has practiced law in South Africa and the United States. He attended university and law school in Johannesburg, South Africa, and is admitted to practice law in the Republic of South Africa and Kingdom of Lesotho, in addition to California.
Related Practices
Experience
Experience
Representative Matters
- Represented a nonresident alien family in the domestication of their large complex estate to benefit U.S. beneficiary children
- Represented a client with a large illiquid real estate portfolio by eliminating the estate tax and reducing liquidity needs
- Represented a client who wanted to create a museum for his substantial art collection
- Represented a family with a family business and created a complex, workable succession plan for the business
Insights
Insights
Credentials
Credentials
Education
- J.D. University of the Witwatersrand 1976
- Higher Diploma in Tax Law University of the Witwatersrand 1976
- B.A. University of the Witwatersrand 1974
Bar Admissions
- California
- Republic of South Africa
- Kingdom of Lesotho
Court Admissions
- U.S. Tax Court
Professional Memberships and Activities
- Fellow, American College of Trust and Estate Counsel
- Co-chair, California Society of Certified Public Accountants Estate and Trust Planning Conference
- Past chair, Los Angeles County Bar Association (LACBA), Estate and Gift Tax Committee of the Tax Section; past executive committee member, LACBA Trust and Probate Committee
Languages
- Afrikaans
Recognition
Recognition
- Listed in National Law Journal's Divorce, Trusts & Estates Trailblazers, 2017
- Listed in The Best Lawyers in America, Trusts and Estates and Litigation – Trusts and Estates, 1999 - 2018
- Ranked in Chambers USA, Nationwide: Wealth Management, Band 1, and California, Tax: Estate Planning, Band 1, 2007 - 2016
- Ranked in Chambers High Net Worth, Band 1, Southern California, Private Wealth Law and USA, Private Wealth: Western Region, 2016 - 2018
- Included in Southern California Super Lawyer, Family & Consumer