Jonathan Carlisle |

Jonathan D. Carlisle and Associates

Jonathan Carlisle | Jonathan D. Carlisle and Associates

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Firm Summary

Education: BA, Yale College, JD, UCONN School of Law, West Hartford, CT

Carlisle currently works with multiple Estates in the course of administration, $700,000 – $11MM; acts as Trustee of 18 Trusts with responsibility for Trust investments aggregating $50M, and as counsel for additional Trusts, from modest to very substantial in size; some with unconventional investments and assets requiring special attention.

Multiple ongoing engagements advising, and updating plans and documents for, numerous high-net-worth (and modest net worth) individual clients.

Private Client Practice: Wills, Trusts; Estates, and Estate, Gift and Generation Skipping Transfer Tax Reduction; Trust and Estate Administration; Simple and complex Lifetime Gifts: Contested Probate matters; Represent individual Beneficiaries, as well as Executors of Estates and Trustees of Trusts; Frequently act as Trustee, and occasionally as Executor for clients; related matters such as Durable Powers of Attorney, Living Wills; also: Real Estate Practice.

Carlisle is a life-long Connecticut resident, and is a Member of Collections Committee and Chair of Audit Committee, Florence Griswold Museum.

His former volunteer activities/positions of responsibility have included: Member, Acquisition and Loan Committee, New Britain Museum of American Art; Member, Collections Committee (and Trustee), The Bruce Museum, Greenwich; Trustee, Florence Griswold Museum; Member, Collections Committee, Lyman Allyn Museum; Trustee, Lynde Point (Fenwick) Land Trust; Member of Lord Cove (Lyme) Preserve Committee; Member, the Tidelands Committee of The Nature Conservancy; Trustee, Lyme Art Association; Chairman, The Greenwich Arts Council; Director or Trustee, The Family Center, Community Answers, and the Gateway School, Greenwich; Director, Field Club of Greenwich, Round Hill Club, Old Lyme Country Club.