Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and generation-skipping transfer tax costs. His expertise includes:
- Sophisticated wealth transfer techniques involving defective grantor trusts, personal residence trusts, insurance trusts, grantor-retained annuity trusts, buy-sell agreements and the formation of related business entities.
- Counseling clients with respect to charitable giving, including establishing charitable trusts, forming and obtaining tax-exempt status for nonprofit entities (public charities and private foundations), and providing ongoing guidance to ensure proper governance and compliance with applicable state and IRS rules.
- Proposition 13 planning, structuring transactions to minimize or avoid reassessment of California real property on transfer.
- Representing clients before the IRS.
Jason is a member of JMBM’s Trusts & Estates Group which is recognized by U.S. News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law.
LL.M., Golden Gate University School of Law, 2004
J.D., University of Southern California Gould School of Law, 1999
B.A., Economics, Economics, University of California, Berkeley, 1995
U.S. District Court, Central District of California
U.S. District Court, Southern District of California
U.S. District Court, Northern District of California
U.S. District Court, Eastern District of California
U.S. Court of Appeals, Ninth Circuit
U.S. Tax Court