Practice Areas

The Jackson law firm offers comprehensive, tax-sensitive estate planning, asset protection, business continuation, charitable planning and tax planning for high net-worth individuals.  We utilize advanced estate and tax planning strategies to maximize our clients' tax savings.  We invest the time in getting to know your business, your financial situation, and your desires and objectives.  We will then carefully craft a comprehensive plan that accomplishes your goals, minimizes your tax implications, and simplifies the management of your financial and legal affairs. 

Estate Planning

We recognize that every client's situation is unique and we prepare every client's estate planning documents accordingly.  A properly executed estate plan takes into consideration various contingencies, including your subsequent incapacity or disability.   Revocable (Living) Trusts are frequently used to avoid probate administration, and the firm also utilizes Pour-Over Wills, Durable Special Powers of Attorney, Health Care Powers of Attorney, Living Wills and other advance directives.  Mr. Jackson's expertise includes:

• Planning for legal disability
• Retirement benefit planning, including careful coordination of beneficiary designations
• Planning for non-citizen spouses, including Qualified Domestic Trusts (QDOT) trusts
• Medicaid and long-term care planning
• Planning involving Irrevocable Life Insurance Trusts (ILITs)
• Planning involving second marriages

Mr. Jackson is known for using creative and progressive planning techniques that minimize estate and generation-skipping transfer taxes and preserve family harmony while accomplishing your objectives.  He frequently lectures on topics related to estate planning, probate and taxation issues for state and national bar and other professional organizations. 

Business Succession Planning

Mr. Jackson is frequently brought into the planning process when a family business is being sold or when a family member is retiring from the business and wants to explore business succession planning options. Mr. Jackson can formulate tax savings strategies for the sale of a business, including Buy/Sell Agreements and utilizing advanced planning techniques such as gifts of fractionalized interests, including sales to Intentionally Defective Grantor Trusts (IDGTs).  Mr. Jackson is sensitive to the need to preserve harmony within the family, and the emotional and psychological impact that often accompanies the transfer of a family business from one generation to the next. 

Charitable Planning

If you have charitable inclinations, or if you are contemplating the sale of an asset with a relatively low cost basis, and would like to minimize the capital gains tax consequences of the sale, Mr. Jackson can advise you and assist you with the preparation of a Charitable Remainder Trust (CRT), Charitable Lead Trust (CLT) or a Private Foundation.  As a noted authority in the area of charitable planning, Mr. Jackson is frequently called upon by his fellow attorneys to lecture at continuing education programs on topics related to charitable planning. 

Asset Protection Planning

High net-worth individuals often face an increased risk of exposure to litigation, especially in our increasingly litigious society.  Mr. Jackson can advise you on advanced asset protection planning and wealth preservation strategies including the use of Family Limited Partnerships (FLPs), Limited Liability Companies (LLCs), business protection involving the use of corporate entities, and Delaware Asset Protection Trusts.  Mr. Jackson can also advise you on the use of multi-generational Dynasty Trusts and irrevocable trusts.   

Mr. Jackson has written and lectured extensively on the subject of asset protection planning and is particularly sensitive to the ethical rules governing estate planners with respect to this area of planning.  Mr. Jackson will not recommend any strategies that could constitute a "fraudulent conveyance" in violation of state or federal law, which could be deemed voidable in a bankruptcy proceeding, or could be legally voided by a creditor or bankruptcy trustee.