ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic:

 Dealing with Promissory Notes
Speakers: Jonathan Lurie

Jonathan Lurie | Senior Counsel, Private Wealth
 

Joe Jonathan Lurie is senior counsel in the Private Wealth Group. Jonathan is a problem solver who uses his significant experience to develop personalized wealth management and preservation strategies to achieve the individual objectives and aspirations of the clients he serves. He focuses on U.S. and international tax and estate planning, trust administration, succession planning and family governance. Jonathan works with clients to set up Family Offices, private trust companies, and virtual private trust companies.

Chamber High Net Worth 2024 ranks Jonathan as a top advisor for Private Wealth Law in California, where he is commended for being "a brilliant creative lawyer" and a "sophisticated and results oriented" lawyer. Chambers also notes, "He is client-friendly and has a strong background."

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.

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