Jonathan D. Carlisle
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.
Support Staff
Maura F. Almy
As our Legal Assistant and Office Manager, Maura works with attorney Carlisle, supporting many practice functions including research, client contacts, communications and arrangements with third parties, preparing drafts of documents and other correspondence. She is a graduate of Ithaca College.