Areas of Practice

High Net Worth Estate Planning

Jason’s practice focuses on designing and implementing estate plans that integrate with a client’s broader financial, tax, and succession strategy. This work often involves closely held businesses, significant real estate holdings, and multi-generational objectives. Our planning approach emphasizes clarity, precision, and long-term durability.

Estate Plan Review & Remediation


Changes in tax law, asset ownership, and family circumstances can affect how an existing estate plan operates. Review of your existing estate plan allows for targeted adjustments to ensure the plan continues to reflect current objectives.

Real Estate

Whether you are a Landlord, Tenant, Buyer, or Seller, we offer a full range of real estate services to ensure your transaction goes smoothly.

Jason has worked with many of the nation’s largest private equity firms and developers to accomplish real estate objectives. He applies the same knowledge and passion to help businesses and families accomplish their real estate goals.