Jason is a seasoned estate planning attorney with extensive experience working with high-net-worth individuals and families. Having served in both private practice and corporate legal advisory roles he brings a well-rounded perspective to complex estate planning issues, including multigenerational wealth transfer, business succession, and tax-efficient strategies. Jason is dedicated to helping clients safeguard their legacies, minimize tax exposure, and ensure smooth transitions of wealth and businesses across generations. With a deep understanding of the legal and financial challenges that accompany significant wealth he offers personalized, strategic solutions tailored to each client’s goals.

“In the Age of AI, Generational Communication Is Still Key to a Successful Estate Plan”, co-authored with Katie Gibbons, published in the Heritage Auction Journal Trusts & Estates” Winter 2024

“Marital/Family Trust Planning”, published by Forvis Mazars

“Split-Dollar Arrangements & Private Financing, Business & Estate Planning with Life Insurance”, co-authored with Todd Loving, published by Forvis Mazars