Jon has over 50 years experience in estate planning, estate and trust administration, fiduciary counseling and charitable gift planning.  For over 40 of those years, anchored one iteration or another of a boutique firm specializing in the aforementioned practice areas and the firm (formerly Steffensen & Associates, LLC) has now become the new Boston office of McLane Middleton, Professional Association.

Jon received his B.A. from Yale University and his J.D. from Northwestern University School of Law.