Jonathan M. Forster

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.

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.


Good to know

Areas of Practice 1) Tax, 2) Insurance Regulatory & Transactions and 3) Tax & Business Group
Law School J.D., George Mason University School of Law, 1989
Education B.S., Finance, University of Maryland, 1986
Bar Member / Association State bar of District of Columbia,State bar of Maryland,State bar of Virginia
Most recent firm Greenberg Traurig LLP
Relevant Jobs
Vice President Insurance Risk Management Account Executive
USA-IN-Indianapolis

The Title:  Vice President Insurance Risk Management Account Executive The Introduction: The Donald P. Pipino Company, Ltd. (PIPINO) is seeking a Property & Casualty (P&C) Commercial Insurance A...

Apply now

Attorney - Personal Injury
USA-NY-Great Neck

A well-known prestigious plaintiff’s personal injury law firm is seeking an organized, smart, and enthusiastic Associate for our Great Neck, NY location. Attorney must have a minimum of 4 years of e...

Apply now

Temporary Attorney, Insurance Defense
USA-MD-Hunt Valley

Temporary Attorney, Insurance Defense The candidate will be a member of insurance defense litigation team, providing legal representation to Progressive insureds and/or to the Progressive Insurance C...

Apply now

+ View more jobs
Barton W S Bassett
Barton W S Bassett

Barton W.S. Bassett is the leader of Morgan Lewis's Tax Practice. Mr. Bassett's practice focuses on international tax planning for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals.

Celia Roady
Celia Roady

Celia Roady is a partner in Morgan Lewis's Tax Practice.Ms. Roady has published extensively in various journals on exempt organizations.

Daniel E. Chefitz
Daniel E. Chefitz

Daniel E. Chefitz is a partner in Morgan Lewis's Litigation Practice. Mr. Chefitz concentrates his practice on policyholder insurance recovery counseling and litigation.