Wealth Strategies Journal
Subject IndexAsset ProtectionBusiness SuccessionEstate PlanningFiduciary IssuesHigh Net Worth FamiliesInsuranceInvestmentsMarketingMultigenerational ValuesPhilanthropyRetirement Benefits

Register for newsletters:

Name: E-mail:

Joshua Tree Enterprises Logo
Advisory Board Image    
   
Google
Web wealthstrategiesjournal.com
 
 
   
Jonathan E. Gopman
Cummings & Lockwood LLC
 
  3001 Tamiami Trail North
Naples, FL 34103
www.cl-law.com/home.asp

jgopman@cl-law.com
Tel: (239) 262-8311
Fax: (239) 263-0703

 

Jonathan Gopman is a partner in the Naples, Florida office of Cummings & Lockwood LLC. Jonathan's practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs. He assists entrepreneurs with their personal and business planning needs at all phases of the wealth accumulation and preservation cycle. In his practice, Jonathan takes a four part approach to wealth preservation planning by assisting individuals in implementing sophisticated estate planning, tax deferral, tax-favored investment and asset protection structures. Jonathan’s personal practice emphasizes international wealth preservation planning. Jonathan has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning.

Jonathan is a commentator on asset protection planning matters for Leimberg Information Services, Inc. ("LISI"), a member of the legal advisory board of Commonwealth Trust Company in Wilmington, Delaware, and a member of the Society of Trust and Estate Practitioners ("STEP"). He is AV rated by Martindale Hubbell. He is also a member of the University of Miami Citizens Board and previously served on its executive committee. Jonathan is the co-author of the revised version of the BNA Portfolio Estate Tax Payments and Liabilities.

Education:
Florida State University, J.D., 1990
University of Miami School of Law, LL.M., 1991
University of South Florida, B.A., 1986

 
back to top  
  © Joshua Tree Enterprises, LLC | contact us