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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; 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 was a member of the inaugural class of ACTEC’s Southeast Fellows Institute in 2023.

Jonathan is Certified by the Supreme Court of South Carolina as a Specialist in Estate Planning & Probate Law and is an Adjunct Professor at the Joseph F. Rice School of Law teaching Estate Planning.

Currently, Jonathan also serves as a member of the Wofford Alumni Association Board of Directors and is the Chair of the South Carolina Bar Probate, Estate and Trust Committee. He also is the Course Planner for the South Carolina Bar's Al Todd Estate Planning Workshop and is a Committee Member for the Joseph F. Rice School of Law Estate Planning Conference.

Jonathan grew up in Anderson, South Carolina, but now considers Columbia home along with his wife, Jescelyn, their two boys 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
  • Chair of the Estate Planning and Probate Section of the South Carolina Bar
  • 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