Jason Edward Havens

Jason Edward Havens

Partner at Holland & Knight LLP
  • Estate Planning, Tax Law, Probate
  • Florida, Tennessee
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Summary

Jason E. Havens is a Partner at Holland & Knight LLP, practicing in its Jacksonville (also serving Ponte Vedra Beach) and Tallahassee (also serving Destin, Santa Rosa Beach, and Rosemary Beach) locations. He specializes in complex estate and charitable gift planning (domestic and international), probate/trust administration, and probate/trust litigation for affluent individuals and families and on behalf of charitable organizations. He is admitted to practice law in Florida and Tennessee. Mr. Havens received his LL.M. in International Taxation from Regent University, his LL.M. in Estate Planning from the University of Miami, his J.D. from the University of Tennessee, and his B.A., magna cum laude, from Lipscomb University. He is an active member of The Florida Bar and other professional organizations. He regularly publishes articles and commentary on business, estate, and tax planning in national and local publications and has also lectured at various programs on business, estate, and tax planning, including the 37th annual Heckerling Institute on Estate Planning. Mr. Havens is a Board Certified Specialist (B.C.S.) in Wills, Trusts and Estates Law (The Florida Bar). He is also a board certified Estate Planning Law Specialist (EPLS) in Tennessee. Mr. Havens is a Fellow of The American College of Trust and Estate Counsel. Based on his leadership in the legal profession, he was appointed as a Fellow of the American Bar Foundation. In 2012 he was appointed as a director of the National Association of Estate Planners & Councils' Estate Law Specialist Board, Inc.; he was elected president in 2014.

Education
Regent University School of Law
LL.M. (2003) | International Taxation
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Thesis: "A Comparison of Recent United States Trust Planning Opportunities with Similar Offshore Opportunities"
University of Miami School of Law
LL.M. (2000) | Estate Planning
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University of Tennessee College of Law
J.D. (1999) | Law
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Lipscomb University
B.A. (1996)
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Professional Experience
Partner
Holland & Knight LLP
- Current
Senior Counsel
Holland & Knight LLP
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Managing Partner
Havens & Miller, P.L.L.C.
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Publications
Articles & Publications
Nonprofit Enterprise Risk Management: Best Practices and Case Studies
Planned Giving Design Center
Building Your Practice and Developing Your Skills Locally and Nationally
Probate & Property
Firming Up Your Foundations: Creation of Lifetime Foundations to Avoid Post-Mortem Problems
Family Foundation Advisor
Forms for Donor Advised Fund Managers
Family Foundation Advisor
Home Free
Journal of Accountancy (American Institute of Certified Public Accountants)
Deftly Drafting Estate Planning Documents
Probate & Property (American Bar Association)
Technological Tools for the Estate Planning Professional
Journal of Practical Estate Planning
Faithful Legal Services for the Benefit of Religious Organizations
Probate & Property (American Bar Association)
Speaking Engagements
Collaboration, Communication, & Competency to Implement Complex Charitable Planning Structures, 25th Planned Giving Days, Arlington, VA
National Capital Gift Planning Council
Tax & Legal Issues, 2017 Outcomes Conference, Dallas, TX
Christian Leadership Alliance
Charitable Gifting of Business Interests, 2017 Florida Tax Institute, Tampa, FL
Florida Tax Institute
Tax Exempt Organizations: Why Family Businesses Should Consider Their Charitable Options and the Income Tax Advantages of “Doing Good”, Advanced Income Tax Planning for Family Business: The In’s, Out’s and All About’s, St. Petersburg, FL
The Florida Bar Tax Section
Has the IRS Refurbished the Pool? -- Revisiting Pooled Income Funds for Clients/Donors, Downtown Professional Advisory Council, Jacksonville, FL
The Community Foundation for Northeast Florida
Has the IRS Refurbished the Pool? -- Revisiting Pooled Income Funds for Clients/Donors, Downtown Professional Advisory Council, Ponte Vedra Beach, FL
The Community Foundation for Northeast Florida
50 Shades of Hot Tech Tips, March 2016 Dinner Meeting, Destin, FL
The Estate Planning Council of the Emerald Coast, Inc.
What’s Behind the Checkbook: Exploring, Designing and Defending Charitable Gifts of Business Interests, February 2016 Lunch Meeting, Tampa, FL
Community Foundation of Tampa Bay
Not So Fast - Exempt Organization Changes and Your State Attorney General + New Rules Imposed by the Florida Department of Agriculture & Consumer Services, 6th Annual Symposium, Jacksonville, FL
Planned Giving Council of Northeast Florida, Inc.
Tax Law Training for Volunteer Income Tax Assistance Program, Adopt-A-Base Military VITA Training, Jacksonville, FL
American Bar Association Section of Taxation
Certifications
Estate Planning Law Specialist (EPLS)
Estate Law Specialist Board, Inc. (recognized by the Tennessee Commission on Continuing Legal Education)
Wills, Trusts and Estates Law
The Florida Bar
Awards
Fellow
The American College of Trust and Estate Counsel
Florida Super Lawyers List
Super Lawyers
Albert Nelson Marquis Lifetime Achievement Award
Marquis Who’s Who
Florida Super Lawyers List
Super Lawyers
Public and Charitable Service All-Star
Holland & Knight LLP
Florida Super Lawyers List
Super Lawyers
Florida Super Lawyers List
Super Lawyers
Who's Who in American Law (19th Edition)
Marquis Who’s Who
19th Edition (2015-2016)
Who's Who in American Law (18th Edition)
Marquis Who's Who
18th Edition (2014-2015)
Florida Super Lawyers List
Super Lawyers
Florida Super Lawyers List
Super Lawyers
Florida Rising Stars List
Super Lawyers
Florida Rising Stars List
Super Lawyers
Who's Who in American Law (17th Edition)
Marquis Who's Who
17th Edition (2011-2012)
Trust and Estate Practitioner (TEP) Designation
Society of Trust and Estate Practitioners
Accredited Estate Planner (AEP) Designation
National Association of Estate Planners & Councils
Who's Who in American Law (16th Edition)
Marquis Who's Who
16th Edition (2009-2010)
AV ("Preeminent") Rating
Martindale-Hubbell
Who's Who in American Law (15th Edition)
Marquis Who's Who
15th Edition (2007-2008)
Fellow
American Bar Foundation
Who's Who in American Law (14th Edition)
Marquis Who's Who
14th Edition (2005-2006)
Excellence in Writing Award
American Bar Association
Professional Associations
Tennessee State Bar # 025176
Member
- Current
Florida State Bar # 304440
Member
- Current
Florida Endowment Foundation for Vocational Rehabilitation (The Able Trust)
Director
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Activities: Appointed by Governor John Ellis ("Jeb") Bush, 2005; Elected Treasurer (2008); Reappointed by Governor Charles Joseph ("Charlie") Crist, Jr., 2009.
Jurisdictions Admitted to Practice
Florida
The Florida Bar
ID Number: 304440
Tennessee
Board of Professional Responsibility of the Supreme Court of Tennessee
ID Number: 025176
Fees
  • Credit Cards Accepted
    American Express, Visa, MasterCard, or Debit
  • Contingent Fees
    Contingent fees considered in certain probate/trust litigation cases.
  • Rates, Retainers and Additional Information
    Current hourly rate: $650.00 (standard)
Practice Areas
  • Estate Planning
  • Tax Law
  • Probate
Languages
  • English: Spoken, Written
  • French: Written
Social Media
Websites & Blogs
Website
Website
Blog
Havens' Tax Havens: Jason E. Havens' Estate, Charitable and Asset Protection Planning Blog
Contact & Map
Primary Office
50 N Laura St
Ste 3900
Jacksonville, FL 32202
USA
Telephone: (904) 353-2000
Fax: (904) 358-1872
Secondary Office
315 S Calhoun St
Ste 600
Tallahassee, FL 32301
USA
Telephone: (850) 224-7000
Fax: (850) 224-8832