Jonathan D. Mishkin, LL.M. is an affiliate expert in the Lake Oswego, Oregon office of Bates Group where he utilizes his extensive background in domestic and international taxation to consult and provide expert witness testimony on complex financial matters involving the federal/state/local/international tax consequences of securities transactions.
Mr. Mishkin has an economics and political science degree from the University of Pennsylvania. He received his Juris Doctorate from the University of Oregon School of Law, and an LL.M. in Taxation from the Georgetown University Law Center, where he served as the Graduate Tax Policy Scholar advising the United States Congress on matters of tax policy and legislation.
Mr. Mishkin is an Adjunct Professor at the University of Oregon School of Law where he teaches Tax Practice and Procedure (audit defense) and is an instructor on various tax courses for graduate students at Portland State University. Mr. Mishkin is also a member of the Estate Planning Council of Portland and serves on the boards of various charitable organizations. He has lectured extensively and has written articles in his field of specialization.
Law Office of Jonathan D. Mishkin, Portland, Oregon, Principal Owner – Estate Planning, Business and Taxation/Tax Controversy, April 2011 - Present
Harrang Long Gary Rudnick PC, Portland/Eugene, Oregon, Of Counsel – Estate Planning, Business and Taxation/Tax Controversy, November 2008 - April 2011
Fulbright & Jaworski, L.L.P., Houston, Texas, Associate Attorney - Federal Tax and Estate Planning, April 2005 - August 2008
McGladrey & Pullen, L.L.P., Las Vegas, Nevada, Federal Tax Manager, May 2003 - February 2005
Deloitte & Touche, L.L.P., Washington National Tax Office, Washington, D.C., Federal Tax Senior Associate – Mergers & Acquisitions, May 2001- March 2003
Regularly represents high net worth individuals and their business interests in all aspects of estate planning and tax mitigation planning; typical structuring involves use of limited partnerships/limited liability companies, irrevocable trusts, GRAT’s, QPRT’s, SCIN’s and other “freeze techniques.”
Georgetown University Law Center, Washington, D.C., LL.M. in Taxation, 2001, Graduate Tax Scholar Fellowship Recipient
University of Oregon School of Law, Eugene, Oregon, JD, Concentration: Estate Planning & Business Planning, 2000
University of Pennsylvania, Philadelphia, Pennsylvania, BA, Economics & Political Science, 1997
Admitted to practice law in Oregon, Texas, and Maryland
Admitted to litigate in tax and district court
Member – Estate Planning Council of Portland
Member – Taxation and Estate Planning Sections of Oregon Bar
Board Member – Oregon Humane Society
NADE 2016: "Practical Tips for Expert Witnesses: Deposition, Testimony and Developing Effective Cross-Examination of Opponent Expert
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