Jonathan C. Lurie

Partner
Lurie Jonathan
Jonathan Lurie focuses on U.S. and international tax and estate planning and trust administration. Jonathan is a problem solver who relies on his significant experience to develop personalized wealth management and preservation strategies tailored to achieve the individual objectives and aspirations of the clients he serves.

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.

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

Credentials
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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
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  • Listed in The Best Lawyers in America, Trusts and Estates, 2020
  • 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 - 2019
  • Included in Southern California Super Lawyer, Family & Consumer