ABOUT  JASON

Jason D. Jones, Esq., our office’s founder, opened our office in 2018 after working for well over a decade in trusts & estates, estate administration, and taxation matters in both international and domestic estate planning areas. With B.A and M.A. degrees from Yale University and University of Chicago, Mr. Jones worked as a corporate paralegal at Morgan Lewis & Bockius LLP, specializing in airline lease transactions and other corporate matters. Mr. Jones also worked as the sole non-native Japanese paralegal at the former Komatsu Koma Nishikawa LLP, located in Tokyo, Japan, while on scholarship to complete work on his master's thesis. 

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Upon his return to the United States, Mr. Jones worked as a paralegal at Morrison Foerster LLP and at Loeb Block LLP, a boutique firm specializing in international trusts & estates matters for high net worth foreign individuals. While at Loeb Block LLP, Mr. Jones began his study at Fordham Law School and developed his interest in all trusts & estates related matters, including advanced work in estate taxation. During the summers as a law student, Mr. Jones interned at both the Queens County Surrogate’s Court, among other places, to augment his practical experience.

 

After his admission to the New York Bar, Mr. Jones worked as an associate at Heidner Law Firm, where he worked on trusts & estates matters for high net worth individuals, primarily from Brazil but also from other Latin American countries. Selected matters included U.S. based real estate purchases for foreign clients, forming offshore entities in Bermuda, British Virgin Islands and the Cayman Islands. Mr. Jones next joined Eisenberg & Baum LLP as an associate in order to to serve more U.S. clients on a wider array of domestic estate planning and probate matters. At Eisenberg & Baum LLP, Mr. Jones worked in all Surrogate’s Courts city-wide, as well as in Westchester, Nassau and Suffolk counties. He soon realized that this work was most closely aligned with his mission: to assist all families and individuals with their domestic estate planning objectives while providing an empathetic ear towards the vital skills required of a trusts & estates practitioner towards his/her/their clients.

 

To date, Mr. Jones has served as trustee on two different multimillion dollar trusts concerning notable figures and has prepared hundreds of Wills and revocable trusts. In addition, Mr. Jones has prepared family limited partnerships, irrevocable trusts, special needs trusts, and other sophisticated estate planning devices. Mr. Jones has completed many probate and administration proceedings, small estate (voluntary) administration proceedings, resolved inheritance disputes, and handled formation and dissolution matters of limited liability companies and corporations. As a value add-on to his primary practice, Mr. Jones assists his clients with residential real estate closings and deed transfers. Due to the strong connection between spousal rights and estate planning, Mr. Jones has been sought after by many couples to prepare prenuptial and postnuptial agreements.

 

Mr. Jones is a native New Yorker, who was raised Queens, New York. He currently resides in New York City with his husband. When he is not furthering his clients’ interests, he enjoys playing tennis, reading contemporary fiction, listening to true crime podcasts, and traveling.