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Jonathan S. Grossman

J.D., L.L.M., CTFA®, Senior Trust Advisor
Chicago Wealth Management

Experience

Jonathan is a senior trust advisor with Plante Moran Trust. He is known for his client focus and creative approach to finding solutions. For over five years, he has specialized in trust administration and estate planning.

Jonathan specializes in providing focused support in irrevocable trusts, foundations, and irrevocable life insurance trusts. He holds a BS in business from Indiana University, and also his JD and L.L.M. in tax law from the University of Missouri in Kansas City.

Specializes In

Additional Thoughts

Power of attorney vs. trust: Which strategy is right for you?

While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

Jonathan S. Grossman Wealth Management
Article June 27, 2017 6 min read