About
Jason advises people and families regarding estate planning, wealth succession and philanthropy to responsibly switch wealth to future generations even as minimizing the related income, property, gift and era-skipping switch tax expenses. His information includes state-of-the-art wealth transfer techniques concerning faulty grantor trusts, personal house trusts, coverage trusts, grantor-retained annuity trusts, purchase-promote agreements and the formation of associated commercial enterprise entities; counseling clients with admire to charitable giving, such as organising charitable trusts, forming and obtaining tax-exempt reputation for nonprofit entities (public charities and personal foundations), and imparting ongoing guidance to ensure proper governance and compliance with relevant country and IRS guidelines; proposition thirteen making plans, structuring transactions to decrease or avoid reassessment of California actual property on transfer; representing clients earlier than the IRS.
Jason is a member of JMBM’s Trusts & Estates Group that is identified by using U.S. News & World Report / Best Law Offices® with a National First Tier ranking in Trusts & Estates Law.
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Location
Legal Issues
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Costs
Certificates
Languages
- English
Accepted Jurisdictions
Experience
- Of Counsel
Jeffer Mangels Butler & Mitchell LLP
Educations
Graduation year: 2002
Graduation year: 1996
Graduation year: 1990
