| Cummings and Lockwood Principal 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: |

Jonathan E. Gopman
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Jonathan E. Gopman Cummings & Lockwood LLC, Naples FL Crummey Powers and 5 and 5 powers are two of the most common forms of withdrawal rights granted to beneficiaries of trusts. Planners using trusts containing such withdrawal r... Read More
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