Jonathan M. Forster

Jonathan M. Forster

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Jonathan M. Forster has a national tax and life insurance practice. Jon represents ultra-affluent individuals and their families, many of whom are founders of large private concerns or serving as public company executives around the U.S., and are considering exits and/or long-term tax reduction strategies, using a unique legacy management system.

Jon also represents the life insurance industry and investment advisory industry with a focus on advanced sales and multi-family offices. Jon represents the life insurance trade association known as the Association for Advanced Life Underwriting (AALU), carriers like TransAmerica, and many distribution centers including: National Financial Partners (NFP), Crump, and some constituents of the M Group. Jon’s role with the AALU includes publishing the Washington Report, their trade group newsletter advising on complex tax legislation and its impact on the life insurance industry, along with counseling its members on product developments. For the carriers and life insurance distribution centers, Jon and his team provide advanced market case design.

Concentrations

  • Estate planning
  • Philanthropy
  • Estate and trust administration
  • Corporate tax
  • Executive compensation
  • General business counseling
  • Life insurance and investment structures
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Capabilities

Recognition & Leadership

  • Listed, Chambers High Net Worth Guide, 2017
  • Team Member, BTI Power Rankings, “The 16 Strongest Firms for ‘Go-To Outside Counsel’ Insurance Work,” 2016
  • Listed, Chambers USA Guide, 2006-2016
  • Listed, Washingtonian Magazine, "Top Money Advisers 2014: Estate Attorneys," 2014
  • Listed, SmartCEO, Legal Elite, 2009 & 2013 finalist
  • Rated, AV Preeminent® 5.0 out of 5

AV®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are certification marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies.

  • MusiCares/Grammys, 2009 to Present
  • Member, Association for Advanced Life Underwriting (AALU), Y2012 to Present
    • General Tax Counsel, Association for Advanced Life Underwriting (AALU), Business Insurance and Estate Planning Committee, 2012 to Present
  • Volunteer, University of Maryland Dingman Center for Entrepreneurship, 2012 to Present
  • Member, Terrapin Club Board of Directors for the University of Maryland, Year to Present
    • Past Board Member, Terrapin Club Board, Year to Year
  • Past Member, University of Maryland Athletics Campaign Cabinet, Year to Year
  • Past Board Member, Hebrew Home of Greater Washington, 2002-2003

Credentials

Education
  • J.D., George Mason University School of Law, 1989
  • B.S., Finance, University of Maryland, 1986
Clerkships
  • Law Clerk, Securities and Exchange Commission, 1989
  • Law Clerk, Internal Revenue Service, 1988
Admissions
  • District of Columbia
  • Maryland
  • Virginia