Maximizing Value with Asset Protection Planning

Jonathan Mintz

 

Jonathan Mintz

As a partner at Matsen Voorhees Mintz Law, Jonathan utilizes his 25 years’ experience in case design and implementation for affluent families to help these families achieve their unique asset protection, estate and business planning objectives. Jonathan often helps families protect their wealth while saving hundreds of thousands of dollars in taxes.

Previously Jonathan served as Chief Operating Officer at WealthCounsel, LLC, overseeing the operations of the nation’s premier estate and business planning attorney membership support organization, helping thousands of attorneys throughout the United States. Because of his passion for helping professionals collaborate, Jonathan was also instrumental in the creation of The Advisors Forum, a national interdisciplinary membership organization that helps all disciplines of wealth planning professionals work together more productively for the benefit of their clients. Jonathan also served as Managing Board Member for ElderCounsel, LLC, an attorney support organization that provides tools and training for member firms nationwide focusing in elder law and special needs planning.

A Southern California native, Jonathan graduated from UCLA and Loyola Law School with honors. Jonathan also received a Certificate in International Human Rights and Comparative Civil Rights from the University of San Diego School of Law after studying at Trinity College in Dublin, Ireland.

Jonathan is a frequent national speaker to attorneys, CPAs, and insurance and financial professionals, and he has authored or co-authored numerous articles including those published in Estate Planning Journal, the AICPA’s The Tax Adviser, The Journal of Financial Service Professionals, Broker World, and National Underwriter. Jonathan is admitted to the California Bar, the U.S. Court of Appeals, 9th Circuit, and the U.S. District Court, Central District of California.

He is a member of the California Bar Association and its Section on Estate Planning, Trust and Probate Law; Society of Trust and Estate Practitioners (STEP) (Chair Elect, STEP Orange County); WealthCounsel; The Advisors Forum; former Senior Fellow of The Estate and Wealth Strategies Institute at Michigan State University; and former Faculty of The Academy of Multidisciplinary Practice, Inc.

Away from the practice of law, Jonathan enjoys spending time outdoors with his wife and two daughters, and he is an avid cyclist (he’s ridden the infamous Tour de France mountains of Alpe d’Huez, Col du Tourmalet and Mt. Ventoux, as well as Mt. Evans, CO and Haleakala, HI, among others). He and his wife also enjoy traveling off the beaten path.