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.