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Jon S. McCarty is a distinguished attorney based in Great Falls, Montana, specializing in estate planning, tax law, and special needs planning. A proud native of Missoula, Jon pursued his academic journey at the University of Montana, where he earned both his Bachelor of Science and Juris Doctor degrees with honors, graduating in 1986 and 1990, respectively. Following law school, Jon honed his legal expertise as a law clerk for the Montana Supreme Court, gaining invaluable insights into the judicial process. Since joining his current firm in 1992, he has dedicated his practice to guiding clients through the complexities of estate and trust administration, along with comprehensive tax planning strategies. An active member of the legal community, Jon is affiliated with several prestigious organizations, including WealthCounsel and the National Academy of Elder Law Attorneys. His commitment to service is further evidenced by his leadership roles, including chairing the Elderly Assistance Committee of the State Bar of Montana, where he co-authored the Handbook for Guardians and Conservators. Jon's community involvement extends beyond the legal field; he has served as president of both the Great Falls Lions Club and the Children’s Museum of Montana, as well as holding the position of President of the Cascade County Estate Planning Council. His dedication to public service is also reflected in his tenure as a Commissioner for the Great Falls Housing Authority and a board member for the Montana School for the Deaf and Blind Foundation. Currently, he contributes as a member of the Great Falls Public Schools Foundation, continuing his commitment to bettering the community he calls home.
Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.