A Holistic Approach to Protecting Your Legacy
At Staton Law, clients benefit from a comprehensive approach to estate and tax planning built on Jonathan Staton’s extensive legal and financial background. Jonathan prepares wills, trusts, healthcare directives, and powers of attorney, provides targeted tax planning, and maintains corporate documents.
By collaborating with clients’ accountants and financial advisors, he delivers a cohesive, well-aligned plan designed to protect families and support long-term financial security.
Services We Provide
Estate Planning
Estate planning provides clarity and protection for your family by outlining how assets are distributed, who will manage your affairs, and how decisions are made in the event of incapacity. Staton Law prepares essential documents including wills, trusts, healthcare directives, and financial powers of attorney, while also reviewing beneficiary designations and considering strategies to reduce estate taxes. We also help clients structure inheritances to provide asset protection, support special needs, and ensure long-term family stewardship. LEARN MORE
Business Formation
Building a business starts with the right foundation beyond a great concept. At Staton Law, we understand the legal complexities of business formation and strategy and are ready to help guide you through every decision to ensure a stable and successful future. From selecting the optimal structure to planning for growth, we provide the tailored expertise you need, which is often reflected in risk, tax, asset protection, and various other agreements.
Family Office
Carrying on your family's legacy may require a great deal of effort, and can often be more cumbersome than some want to expend time and expertise on, which is why many ultra-high-net-worth families establish a family office or shared office. Family offices come in all shapes and sizes and can have multiple functions. Staton has experience evaluating the advantages and disadvantages of a family office and will listen carefully to your family's specific needs and consult on many issues and with many other advisors.
Meet Jonathan Staton, JD, LL.M., CFA®, CFP®
Jonathan Staton has always had a drive to deeply understand the subjects he pursues. He earned a degree in Economics, followed by a law degree and an LL.M., and is licensed in both Missouri and Kansas. He later broadened his expertise by earning the CTFA, CFP®, and CFA® designations.
Grounded by early lessons in hard work from his family’s long-standing service station, Jonathan built a multifaceted career at a trust and asset management firm, starting as a trust attorney and advancing to senior trust officer. He worked closely with clients on estate planning, fiduciary matters, and portfolio design, and also served on the compliance board of a South Dakota trust company.
Jonathan leverages his extensive background to help develop the Private Client Group with a focus on Advanced Planning, providing estate planning and tax strategy insights to high-net-worth clients while supporting business development as an investment advisor.
