Jonathan L. Hay

Jonathan L. Hay is a highly respected attorney who focuses his legal practice on estate planning, estate and trust administration, and advising privately held business owners. With a unique blend of legal and financial expertise, he has helped individuals and families create tailored strategies to protect and transfer wealth efficiently while minimizing tax burdens.

Jonathan began his academic journey by earning a B.S. in Business Administration, cum laude, from the College of Charleston in 1979. He received his J.D. from the University of South Carolina in 1983 and went on to obtain an LL.M. in Taxation from the University of Florida in 1984. His solid business, law, and tax foundation uniquely positioned him to serve clients with complex financial needs.

Jonathan’s professional path includes serving as a tax manager at KPMG Peat Marwick and contributing to the tax department of one of Jacksonville’s leading law firms. These roles have given Jonathan valuable insight and experience in handling sophisticated estate and tax matters for both individuals and business entities across Florida and South Carolina.

Jonathan is licensed to practice law in Florida, South Carolina, and before the United States Tax Court. He is board-certified in Tax Law by The Florida Bar, reflecting his advanced expertise in complex tax matters. Jonathan is also an active member of multiple bar sections, including Real Property, Probate & Trust Law, Tax, and Business Law. His professional memberships extend to the Jacksonville Bar Association and the American Academy of Attorney-CPAs, connecting him with leading legal and tax professionals nationwide.

Over the years, Jonathan L. Hay has received notable accolades such as the AV-Preeminent rating from Martindale-Hubbell and recognition from Super Lawyers from 2014 to 2023. He served as past President of the Estate Planning Council of Northeast Florida and currently advises charitable efforts through The Community Foundation’s professional advisory committee. His deep legal and tax knowledge and commitment to community service continue to benefit his clients and the broader legal community.

Law Office Affiliations

• Shareholder, Purcell, Flanagan, Hay & Greene, P.A.
• Member, Real Property, Probate & Trust Law, Tax, and Business Law sections of The Florida Bar
• Member, Jacksonville Bar Association
• Member, American Academy of Attorney-CPAs

Licensed State

• Florida
• South Carolina

Education

• University of Florida
  Master of Laws (LLM)
• University of South Carolina
  Juris Doctor (JD)
• College of Charleston
  Bachelor of Science (BS)

Awards & Badges