About the Author

Jonathan Fitzgerald

National Director of Estate and Trust Settlement Services

Jonathan is responsible for developing customized wealth management and financial plans for high-net-worth individuals and families, business owners, entrepreneurs, and foundations and endowments throughout the state of Florida. His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning. Jonathan and his team work closely with clients and their advisors to develop estate , trust, and financial strategies to help clients meet their current needs and plan for their long-term objectives.

Prior to joining Wilmington Trust, Jonathan was in private practice of law, advising high-net-worth individuals in their estate and federal taxation planning. Earlier in his career, Jonathan worked for four years in the international public accounting firm of PricewaterhouseCoopers LLP in the firm’s New York City banking and capital markets practice.

Jonathan holds a J.D. from the University of Florida Levin College of Law and a bachelor’s degree in Accounting from the University of Notre Dame. He is a member of the Florida Institute of Certified Public Accountants and is a member of the Florida Bar Tax Law and Real Property and Probate Law sections.

By the Author

Video: Top Five Reasons People are Choosing a Corporate Executor

Jonathan Fitzgerald |
Wealth Planning
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Jonathan Fitzgerald, national director of estate and trust settlement services, talks with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning about the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.Please see important disclosures at the end of the video.

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Five Tax Planning Strategies for Business Owners

Jonathan Fitzgerald |
Wealth Planning
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Make today’s increased federal transfer tax exemption work to your advantage.  As a business owner, it’s important to understand how the tax reform changes can work to your advantage.The increased federal transfer tax exemption amount (the exemption) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.


The Benefits of Using Strategic Finance in Estate Planning

Jonathan Fitzgerald |
Wealth Planning

Strategic finance, or leverage strategies, play an integral part in preserving and transferring your family’s wealth.

Utilizing leverage strategies in estate planning can help preserve your legacy and create the efficient transfer of wealth.
The ability to access a range of customized credit solutions can be a vital part in the implementation and maintenance of your wealth plan.