Jonathan Korb Email & Phone Number

Over twenty-five years of experience advising trustees, executors, high net worth individuals and corporate boards with regards to tax, compliance and corporate governance matters. In addition to my role as General Counsel and Managing Director for Loring, Wolcott & Coolidge -a multi-family office and wealth management firm located in Boston Massachusetts- I maintain a private law practice assisting clients and closely held business owners with tax planning matters, the implementation of tax efficient estate plans and administrative audits. Practice Areas: -Estate and income tax planning for closely held business owners and real estate assets-Fiduciary tax issues associated with business and real estate assets held in trust-Executive income tax and wealth transfer planning -International income/estate tax planning -Estate settlement/trust administration -Regulatory Compliance-Federal/state tax audits -Foreign asset reporting (inbound/outbound transfers)

Listed skills include Tax, Wealth Management, Trust Services, High Net Worth Individuals, and 9 others.

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  Managing Director And General Counsel

  Loring, Wolcott & Coolidge Trust Llc

  Sep 1988 - Present - Boston, Ma