Jonathan Davis, Partner

Since 1976, Jonathan Davis has concentrated in tax law (domestic and international), estate planning (domestic and international), compensation planning, business transactions, and probate. His practice also includes “business divorces” and disputes over estates and trusts.

His private clients have included manufacturing businesses, distributorships, auto dealerships, consulting businesses, professional practices, health insurers, estates, trusts and individuals. Jon has written articles for national professional publications and he also wrote and edited a nationally distributed newsletter on developments in tax law and estate planning.

A member of the Massachusetts and New York bars, Jon graduated from Columbia University and Harvard Law School, and he received his Masters Degree in Tax Law (LL.M.) from New York University Law School. After law school, Jon clerked for the New York Court of Appeals.

Representative Experience:

  • Income tax planning for business owners and executives, including choice of entity and the tax implications of business transactions and financings.
  • Counseling closely held business owners on succession planning, including tax efficient ways to pass businesses to the next generation.
  • Counseling closely held business owners on separating from each other and dividing the business
  • Assisting individuals and families with estate and trust planning, including drafting and implementing tax efficient plans that meet clients’ financial and personal goals.
  • Assisting individuals and families with disputes over estates and trusts.
  • Advising businesses on the design, implementation, and administration of non-qualified deferred compensation plans and welfare and fringe benefit plans.

Community Involvement:

  • Active in local town government.

Recent Blog Post and News