Free Consultation: (833) 957-1433Tap to Call This Lawyer
PREMIUM
Jason D. Jones

Jason D. Jones

Experience. Diligence. Compassion. Estate planning for the modern family.
  • Estate Planning, Probate, Business Law...
  • New York
Badges
Claimed Lawyer ProfileLII GoldSocial MediaResponsive Law
Summary

Jason D. Jones, the Principal of the Law Office of Jason D. Jones, P.C. specializes in estate planning, probate and estate litigation matters for both high net-worth and average net-worth individuals and families throughout the NYC metro area. Within estate planning, Jason works primarily in drafting wills and revocable trusts. Prior to founding the firm in January 2018, Jason trained with highly experienced estate practitioners at Heidner Law Firm P.C. and Eisenberg & Baum LLP and handled a wide array of Surrogate’s Courts proceedings. Such proceedings included kinship proceedings, guardianship proceedings, will contests, and contested accountings. Jason also has niche experience in the areas of IRS tax compliance, specifically the Voluntary Disclosure Programs, and asset protection vehicles such as Family Limited Partnerships and Limited Liability Companies.

Jason has a keen understanding and appreciation that no two estate plans are the same and that it is critical to ask the questions that lie beneath what is quickly shared by clients. Jason formed the firm with an eye toward expanding the range of estate planning options available to clients. In order to provide these options, Jason has identified the numerous reasons why his clients seek his legal counsel. In addition to identifying and categorizing the assets that comprise an estate, Jason also considers the family make-up and the tax and non-tax minimization objectives that provide the reasoning for a testator or grantor to make or refrain from making certain gifts. These objectives might include caring for a non-citizen spouse, protecting a financially irresponsible party from squandering an inheritance or providing long term estate planning for an incapacitated person or family member in such a way as to preserve the overall family estate.

Jason provide options to his clients that will safeguard their interests in both the short and long terms.

Education
Fordham University
J.D. (2012) | Trusts & Estates, Tax
-
Internship at Queens County Surrogate's Court
Fordham University Logo
University of Chicago
M.A. (2002) | Japanese Literature
-
Japan Ministry of Education Scholarship for Master's thesis research
University of Chicago Logo
Yale University
B.A. (1995) | Literature, Japanese language
-
Honors: Japan Foundation Scholarship for study in Kyoto, Japan
Yale University Logo
Professional Experience
Principal
Law Office of Jason D. Jones, P.C.
- Current
Formed my own practice in estate planning/ administration and estate litigation with niche specialities in asset protection, IRS tax controversies and marital agreements / waivers. I am able to offer the scope of large law firm experience with a small firm touch to my clients.
Awards
Scholarship for Graduate Work
Japanese Ministry of Education
Trustees Fellowship
University of Chicago
For graduate work leading up to a Master's Degree in East Asian Studies with a focus on modern Japanese literature.
Professional Associations
State Bar of New York # 5243167
Member
Current
Placeholder image for professional associations.
New York State Bar Association
Member, Trusts & Estates and Real Estates Committees
- Current
Placeholder image for professional associations.
New York City Bar Association
Member
- Current
Placeholder image for professional associations.
LeGaL.org
Member
- Current
Placeholder image for professional associations.
Jurisdictions Admitted to Practice
New York
New York State Office of Court Administration
ID Number: 5243167
Placeholder image for jurisdictions.
Fees
  • Free Consultation
    I provide a free phone or Skype consultation and also an extensive questionnaire whereby I can hone the universe of issues for each of my clients.
  • Credit Cards Accepted
    I accept all credit cards (a surcharge will added) as well as Venmo, Zelle and Cash apps. I also accept e-checks via my website.
  • Rates, Retainers and Additional Information
    I charge a very reasonable flat fee only when I determine that I can vigorously represent your interests. I charge half of the legal fee in advance and require the remainder at the close of the representation.
Practice Areas
  • Estate Planning
  • Probate
  • Business Law
  • Tax Law
  • Real Estate Law
  • Family Law
Languages
  • Japanese: Spoken, Written
  • Spanish: Spoken
Websites & Blogs
Website
LAW OFFICE OF JASON D. JONES, P.C.
Contact & Map
Law Office of Jason D. Jones, P.C.
745 Fifth Avenue
Suite 500
New York , NY 10151
USA
Telephone: (833) 957-1433