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803.252.1500    Email    Columbia

Jonathan E. Spitz

Jonathan E. Spitz is a partner with the firm and represents clients in matters involving estate planning and administration; probate litigation; guardianship and conservatorship issues; and corporate formation. Jonathan graduated from Wofford College and received his Juris Doctor from the Charleston School of Law where he served as a research assistant to Professor Ginny Meeks. After law school, Jonathan clerked for the Honorable Amy W. McCulloch, Probate Judge for Richland County and has his Masters of Laws Degree in Taxation from the University of Alabama School of Law. Jonathan has been selected as a "Rising Star" in the area of Estate Planning and Probate in the 2018 and 2019 editions of Super Lawyers as well a 2019 Member “Legal Elite of the Midlands” by the Columbia Business Monthly Magazine in the field of “Tax & Estate Planning Law.”

Jonathan is Certified by the Supreme Court of South Carolina as a Specialist in Estate Planning & Probate Law.

Currently, Jonathan also serves as a member of the Wofford Alumni Association Board of Directors.

Jonathan grew up in Anderson, South Carolina, but now considers Columbia home along with his wife, Jescelyn, and their Cavalier King Charles Spaniels.

Admissions
  • South Carolina Bar
  • United States Tax Court
  • United States District Court (South Carolina)
Education
  • Wofford College, 2009
  • Charleston, School of Law, 2012
  • University of Alabama School of Law, LL.M. (Taxation) 2019
Judicial Clerkships
  • The Honorable Amy W. McCulloch, Richland County Probate Judge (2012-2013)
Professional Memberships
  • Estate Planning and Probate Section of the South Carolina Bar - Council Member
  • Richland County Bar Association -Probate Liaison
  • Columbia Estate Planning Council -Board Member
  • Columbia Tax Study Group
Publications & Presentations
  • Course Planner: South Carolina Bar Al Todd Estate Planning Workshop
  • Presenter, “Drafting Effective Wills and Trust: Principles of Will Drafting” National Business Institute
  • Presenter, “Trusts 101: Estate Planning for the Disabled” National Business Institute
  • Presenter for Foxmoor continuing education “The Complete Trust Course” on “Discount Planning with Trusts, IRAs” and “Trusts: Sophisticated Beneficiary Choices, and Advanced Trust Planning”
  • Panel Speaker as Richland County Probate Court Guardian ad litem training re: clerking for Probate Court
  • Presenter, “Considerations for Collecting the assets, preparing the inventory and handling claims against the estate” and “Common Issues to be prepared for in litigation and probate” National Business Institute
  • Presenter, Foxmoor continuing education “Estate Planning”
  • Presenter, “Managing the Inventory” and “Administering the Estate Effectively” National Business Institute
  • Presenter on “Estate Administration from Start to Finish: “Commencement of Proceedings and Information Gathering” National Business Institute
  • Frequent speaker at South Carolina LLR re: Estate Planning
  • Presenter, Advanced Estate and Trust Administration. “Tough Inventory and Appraisal Issues and “Administering the Estate Effectively” National Business Institute