Jonathan Forster designs and implements multi-generational estate planning strategies for high net worth families. His goal for each client is to achieve their personal, charitable and business objectives while minimizing estate taxes. Jonathan specializes in situations involving business transactions, particularly pre-liquidity event planning for sales of closely-held businesses and real estate, and business succession planning. As his client’s advocate, he works closely with their corporate counsel, investment bankers and financial planners to establish transactional structures that result in the greatest benefits for his clients.

Prior to joining Weinstock Manion in 2002, Jonathan was General Counsel of an international software company. In this role, he gained tremendous insight into the business management process, particularly the value of goal-setting and shareholder objectives. Jonathan effectively applies a similar process in advising his clients, first focusing on their business and personal objectives and then clarifying a process by which to achieve their goals.

In addition to guiding business owners through major events, Jonathan shares his knowledge as an instructor of Estate Planning at UCLA Extension. He also frequently presents to lawyers and other professionals on the topics of business succession planning and pre-liquidity event planning. Jonathan has found that his role as an educator has made him a skilled communicator, effectively breaking down complex topics into everyday language.

Jonathan has been selected for inclusion in The Best Lawyers in America© in each year since 2015, Southern California Super Lawyers® in each year since 2011, and was selected a “Southern California Rising Star” by Super Lawyers® from 2005-2010. He is peer review rated “AV® Preeminent™ 5.0/5.0” on Martindale-Hubbell.

Education

  • J.D., Loyola Law School, Los Angeles, California, 1995
  • B.A., Economics, University of California, Los Angeles, 1992

Bar Admissions

  • State Bar of California, 1995
  • U.S. District Court Central District of California, 1995
  • U.S. District Court Southern District of California, 1998

Professional Associations & Memberships

  • American Bar Association: 1995 – Present
  • California Lawyers Association: 1995 – Present
  • Beverly Hills Bar Association: 1995 – Present
  • Los Angeles County Bar Association: 1995 – Present

Speaking & Teaching

Teaching Positions

  • Estate Planning, UCLA Extension, 2010 – Present

Notable Speaking Engagements

  • “Basis and Flexibility – Planning Considerations under Current Law,” Beverly Hills Estate Planning Council, March 4, 2019
  • “Tax Planning: Passing Your Real Property Without it Being Reassessed,” Comerica Wealth Management Group, October 1, 2014
  • “Pre-Liquidity Event Estate Planning and Business Succession Planning,” 2002 – Present
  • Planning in a Low Interest Rate Environment,” 2008-Present
  • Trustee Liability,” 2009 – Present

Media & Publications

Publications

  • “Estate and Income Tax Planning for Gay Couples,” co-authored with Yunna Barats, Pride and Equality Magazine, February 2007
  • “Medical Decision-Making and Other Legal Planning Issues for Patients,” Southern California Psychiatrist, September 2006

Media

Honors & Awards

  • “The Best Lawyers in America®,” Best Lawyers, 2015-Present
  • “Leaders in Their Field – Private Wealth,” Chambers & Partners High Net Worth Guide, 2017-2019
  • “Southern California Super Lawyers,” Super Lawyers®, 2011-Present
  • “Southern California Rising Stars,” Super Lawyers®, 2005-2010
  • “AV® Preeminent™ 5.0/5.0” Peer Review Rated, Martindale-Hubbell

Related News

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January 18, 2020

Ten of the Firm’s Attorneys Selected to 2020 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and...

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October 9, 2019

Jonathan Forster Quoted in U.S. News & World Report

Jonathan Forster was recently quoted in Susannah Snider’s U.S. News & World Report article “What Is Inheritance Tax?” In the article, Jon discusses the importance of...

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August 16, 2019

Ten Attorneys from Weinstock Manion Selected to Best Lawyers in America 2020

Weinstock Manion is pleased to announce that Sussan Shore, Neil Solarz, Jonathan Forster, Martin Neumann, Robert Strauss, Blake Rummel, Gary Borofsky, Jeffrey Geida, Jessica Babrick,...

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July 1, 2019

Ten of the Firm’s Attorneys Selected to 2019 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

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February 5, 2019

Jonathan Forster Comments on Bernie Sanders’ Plan to Combat Estate Tax Avoidance

Jonathan Forster was recently quoted in Allyson Versprille’s Bloomberg BNA article “Bernie Sanders’ Plan May Spur Types of Tax Dodges It Aims To Stop.” According to Jon, “the...

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August 11, 2018

Jonathan Forster Quoted on Pass-Through Tax Breaks

Jon Forster was recently quoted in Allyson Versprille’s Bloomberg BNA article “Use Trusts for Pass-Through Tax Break? Yes, You Still Can.” According to Jon, while anti-abuse rules prevent...

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May 16, 2018

Jonathan Forster Quoted in Bloomberg on Estate Tax

Jon Forster was recently quoted in Ben Steverman’s Bloomberg article “It’s a Great Time to Be a Wealthy Heir After Trump Tax Overhaul.” In the article, Jon explains...

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May 15, 2018

Jonathan Forster and Robert Strauss Quoted on Alan Thicke Estate Battle

Wealth Management recently asked Jon Forster and Rob Strauss to comment on allegations made by Alan Thicke’s widow that his sons are mismanaging his estate, in addition to withholding...

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February 1, 2018

Ten of the Firm’s Attorneys Selected to 2018 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

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October 27, 2017

Jonathan Forster Quoted in Financial Advisor Magazine on Importance of Estate Planning

Jonathan Forster recently spoke to Financial Advisor Magazine on the importance of planning an estate. Jonathan explains that there are no simple estate plans, and...

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August 10, 2017

Six Attorneys from Weinstock Manion Selected to Best Lawyers in America 2018

Weinstock Manion is pleased to announce that Sussan Shore, Neil Solarz, Jonathan Forster, Martin Neumann, Robert Strauss, and Jessica Babrick have been named to the...

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April 30, 2017

Nine of the Firm’s Attornys Named to List of 2017 Southern California Super Lawyers

Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for...

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