Jon Fortin, JD

I help high-net-worth families and individuals build integrated plans for preserving and passing on wealth to future generations, tax-efficiently and safely. That includes structuring business entities and trusts for asset protection; settling estates and filing estate, trust, and gift tax returns; and coordinating with investment advisors and insurance professionals on tax-efficient, trust-owned investments. I also work through state income tax issues, residency planning and where to situs trusts. Additionally, I coordinate individual, trust, and estate planning to minimize the overall impact of taxes.

Education: B.A., Political Science, Middlebury College; J.D., Western New England University, Cum Laude

Fun Fact: Most of my time is spent with my wife, Mari, and daughters Sidney and Reagan, kayaking, hiking, and rooting for the Patriots, Red Sox, and Braves.