Jonathan A. Mintz
Jonathan A. Mintz is a partner at Matsen Voorhees Mintz LLP in Costa Mesa, CA, a boutique law firm focusing on asset protection and estate, business and income tax planning. Previously, he served as Chief Operating Officer for WealthCounsel, LLC, the nation’s premier support organization for thousands of estate and business planning attorneys. He also helped create The Advisors Forum, a national interdisciplinary membership organization for wealth planning professionals.
Jonathan is chairman of the Orange County branch of the Society of Trusts and Estates Practitioners (STEP) and an adjunct faculty member at Chapman University Fowler School of Law, where he teaches estate planning for law and masters in taxation students. He has served on the editorial board for several treatises, has authored or co-authored articles for wealth planning industry publications and remains a sought-after speaker on sophisticated wealth planning.