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Jonathan S. Grossman

J.D., Senior Trust Advisor, L.L.M., CTFA®
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

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