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Jason Edward Havens
Havens & Miller, P.L.L.C.
jasonhavens: 7 Major Errors In Estate Planning - Forbes http://shar.es/2qGi5 – May 2, 2012 (Follow jasonhavens on twitter)
Main Office
4481 Legendary Dr
Ste 204
Destin, FL 32541
(850) 424-6442
Fees
Credit Cards Accepted
Overview
About Jason Edward Havens
Jason E. Havens is the managing attorney/member of Havens & Miller, P.L.L.C. His private law practice specializes in complex estate and charitable gift planning for affluent individuals and families and on behalf of charitable organizations.
He is a Board Certified Specialist (B.C.S.) in Wills, Trusts and Estates Law in Florida (certified by The Florida Bar) and an Estate Planning Law Specialist (EPLS) in Tennessee (certified by the Tennessee Commission on Continuing Legal Education and Specialization, an agency of the Supreme Court of Tennessee). He is also AV rated by Martindale-Hubbell.
Mr. Havens received his LL.M. in International Taxation (Emphasis: International Estate Planning & Asset Protection Law) from Regent University School of Law, his LL.M. in Estate Planning from the University of Miami School of Law, his J.D. from the University of Tennessee College of Law, and his B.A., magna cum laude, from Lipscomb University. In 1997, he created Legal Research for Estate Planners (LREP), a personal website that is recognized as one of the premier Internet sites on estate planning.
Mr. Havens is an active member of The Florida Bar, the American Bar Association, the Christian Legal Society, and other professional organizations. He regularly publishes articles and commentary on estate and charitable gift planning in national and local publications including Probate & Property (ABA), the Journal of Practical Estate Planning, the Family Foundation Advisor, the Planned Giving Design Center, and the Journal of Accountancy. He has lectured at various programs on estate planning, including the 37th annual Heckerling Institute on Estate Planning.
He is a Board Certified Specialist (B.C.S.) in Wills, Trusts and Estates Law in Florida (certified by The Florida Bar) and an Estate Planning Law Specialist (EPLS) in Tennessee (certified by the Tennessee Commission on Continuing Legal Education and Specialization, an agency of the Supreme Court of Tennessee). He is also AV rated by Martindale-Hubbell.
Mr. Havens received his LL.M. in International Taxation (Emphasis: International Estate Planning & Asset Protection Law) from Regent University School of Law, his LL.M. in Estate Planning from the University of Miami School of Law, his J.D. from the University of Tennessee College of Law, and his B.A., magna cum laude, from Lipscomb University. In 1997, he created Legal Research for Estate Planners (LREP), a personal website that is recognized as one of the premier Internet sites on estate planning.
Mr. Havens is an active member of The Florida Bar, the American Bar Association, the Christian Legal Society, and other professional organizations. He regularly publishes articles and commentary on estate and charitable gift planning in national and local publications including Probate & Property (ABA), the Journal of Practical Estate Planning, the Family Foundation Advisor, the Planned Giving Design Center, and the Journal of Accountancy. He has lectured at various programs on estate planning, including the 37th annual Heckerling Institute on Estate Planning.
Practice Areas
Estate Planning
Professional Experience
| Experience | Years |
|---|---|
| Board-Certified Managing Attorney/Member, Havens & Miller, P.L.L.C. | 2003-Current |
| Focused tax law practice concentrating on charitable planning, tax-exempt organizations, complex intra-family transfers (including asset protection planning, installment sales, business entities, and irrevocable trusts), and international estate planning. Clients include affluent families; local, regional, and national charitable foundations; and international clients from the United Kingdom, Germany, and Italy. | |
Education
| School | Focus | Degree | Year |
|---|---|---|---|
| Regent University School of Law - Regent University | International Taxation | LL.M. (2003) | 2003 |
| Details: Thesis: "A Comparison of Recent United States Trust Planning Opportunities with Similar Offshore Opportunities" | |||
| University of Miami School of Law - University of Miami | Estate Planning | LL.M. (2000) | 2000 |
| University of Tennessee College of Law - University of Tennessee | Law | J.D. (1999) | 1999 |
| Lipscomb University | B.A. (1996) | 1996 | |
Websites
Social Network Profiles
Facebook
Google Profile
LinkedInLegal Profiles
Justia Profile
Avvo
Lawyers.comPublishing Profiles
JD Supra
Fees
Credit Cards Accepted
American Express, Visa, MasterCard, or Debit via Intuit GoPayment, PayPal, or Google Checkout
Rates, Retainers and Additional Information:
Fixed/flat fees available for most services. Current hourly rates: $345.00 (standard) to $460.00 (litigation) per hour for Jason E. Havens, Esq., $150.00 per hour for Certified Legal Assistant(s), and $100.00 per hour for Legal Assistant(s).
Fixed/flat fees available for most services. Current hourly rates: $345.00 (standard) to $460.00 (litigation) per hour for Jason E. Havens, Esq., $150.00 per hour for Certified Legal Assistant(s), and $100.00 per hour for Legal Assistant(s).
Jurisdictions
| Location | Years |
|---|---|
| Florida | Since 2000 |
| Tennessee | Since 2006 |
Certifications
| Certification |
|---|
| Wills, Trusts and Estates Law (The Florida Bar) |
| Estate Planning Law Specialist (EPLS) (National Association of Estate Planners & Councils) |
| Estate Planning Law Specialist (EPLS) (Tennessee Commission on Continuing Legal Education and Specialization) |
Languages
| Language | Spoken | Written |
|---|---|---|
| English |  | |
| French | |
Professional Activities
| Activity | Organization | Start Year | End Year |
|---|---|---|---|
| Co-Chair | Charitable Organizations Committee | 2011 | |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Member | Communications (Standing) Committee | 2009 | |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Member | Charitable Organizations & Philanthropic Planning Committee | 2006 | |
| Details: The Florida Bar Real Property, Probate & Trust Law Section | |||
| Director | Florida Endowment Foundation for Vocational Rehabilitation (The Able Trust) | 2005 | |
| Details: Appointed by Governor John Ellis ("Jeb") Bush, 2005; Reappointed by Governor Charles Joseph ("Charlie") Crist, Jr., 2009. | |||
| Member | Partnership for Philanthropic Planning | 2000 | |
| Details: Formerly known as National Committee on Planned Giving; Member, Northwest Florida Planned Giving Council (2001 - present); Member, Lee County (FL) Planned Giving Council (2000 - 2001). | |||
| Member | National Association of Estate Planners & Councils | 2000 | |
| Details: Member, The Estate Planning Council of the Emerald Coast, Inc. (2004 - present); Member, Estate Planning Council of Northwest Florida, Inc. (2001 - 2004); Member, Estate Planning Council of Lee County (FL), Inc. (2000 - 2001). | |||
| Co-Chair | Charitable Planning Committee | 2007 | 2011 |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Member | Technology (Standing) Committee | 2006 | 2009 |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Legal Advisory Board | SmartDraw Legal Solution | 2005 | 2008 |
| Vice Chair | Charitable Planning Committee | 2006 | 2007 |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| "Technology: Probate" Editor | Probate & Property | 2004 | 2007 |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Member | Publications (Standing) Committee | 2004 | 2007 |
| Details: American Bar Association Section of Real Property, Trust & Estate Law | |||
| Vice President | Gift, Estate & Trust Planning Section | 2004 | 2007 |
| Details: Christian Legal Society | |||
| President/Director | The Estate Planning Council of the Emerald Coast, Inc. | 2004 | 2006 |
| Legal Advisory Board | Capital Trust Company of Delaware | 2004 | 2006 |
| Director | Estate Planning Council of Northwest Florida, Inc. | 2003 | 2004 |
| Director | Boys & Girls Club of the Emerald Coast, Inc. | 2002 | 2004 |
Awards
| Award | Organization | Year |
|---|---|---|
| Florida Rising Stars | Super Lawyers | 2011 |
| Who's Who in American Law | Marquis Who's Who | 2011 |
| Trust and Estate Practitioner (TEP) Designation | Society of Trust and Estate Practitioners | 2010 |
| Accredited Estate Planner (AEP) Designation | National Association of Estate Planners & Councils | 2010 |
| Who's Who in American Law | Marquis Who's Who | 2009 |
| AV ("Preeminent") Rating | Martindale-Hubbell | 2009 |
| Who's Who in American Law | Marquis Who's Who | 2007 |
| Fellow | American Bar Foundation | 2006 |
| Who's Who in American Law | Marquis Who's Who | 2005 |
| Excellence in Writing Award | American Bar Association | 2004 |
Professional Affiliations
| Position | Years |
|---|---|
| Member, Tennessee Bar Association | 2006-Current |
| Member, Florida State Bar | 2000-Current |
| Member, American Bar Association | 1999-Current |
Publications
Publishing Profiles
Publications
| Title | Publisher | Published |
|---|---|---|
| Firming Up Your Foundations: Creation of Lifetime Foundations to Avoid Post-Mortem Problems | Family Foundation Advisor | November, 2009 |
| Forms for Donor Advised Fund Managers | Family Foundation Advisor | March, 2007 |
| Home Free | Journal of Accountancy (American Institute of Certified Public Accountants) | January, 2007 |
| Estate Planning in a Post-Schiavo Era | Christian Lawyer (Christian Legal Society) | September, 2005 |
| Deftly Drafting Estate Planning Documents | Probate & Property (American Bar Association) | July, 2004 |
| Technological Tools for the Estate Planning Professional | Journal of Practical Estate Planning | February, 2004 |
| Faithful Legal Services for the Benefit of Religious Organizations | Probate & Property (American Bar Association) | September, 2003 |
Blogs
Havens' Tax Havens: Jason E. Havens' Estate, Charitable and Asset Protection Planning Blog
- 13 May 2012Applying for a trust's EIN
- 2 May 20127 Major Errors In Estate Planning - Forbes
- 1 May 2012Tennessee General Assembly » Legislation
- 12 April 2012Estate Planning: The Clock is Ticking -- Use it or Lose it Before 2013
- 11 April 2012Another State Death Tax Kicks The Bucket, Will More Fall? - Forbes
- 9 April 2012Rubin on Tax: JUDICIAL MODIFICATION OF TRUST BARRED BY TRUST TERMS [FLORIDA]
- 24 March 2012The Rush to Avoid Gift Taxes
- 18 March 2012With more blended families, estate planning gets ugly
- 2 March 2012"Last Chance" Estate Planning May End Soon - Tax - United States
Twitter / jasonhavens
- May 2, 2012jasonhavens: 7 Major Errors In Estate Planning - Forbes http://shar.es/2qGi5
- May 1, 2012jasonhavens: The Tennessee legislature has repealed its transfer taxes: gift as of 2012 and inheritance as of 2016: http://shar.es/2rZ1B
- May 1, 2012jasonhavens: JEH: These Sprint codes are excellent. I just blocked a spam text sender by texting "spam 999-999-9999" to 9999: http://shar.es/2psNB
- April 11, 2012jasonhavens: Another State Death Tax Kicks The Bucket, Will More Fall? - Forbes http://shar.es/r7Y9j
- April 9, 2012jasonhavens: Rubin on Tax: JUDICIAL MODIFICATION OF TRUST BARRED BY TRUST TERMS [FLORIDA] http://shar.es/r2a8a
- March 24, 2012jasonhavens: Family Value: The Rush to Avoid Gift Taxes - http://WSJ.com http://shar.es/pZvzQ
Websites
Twitter & Social Networks
Show in Google Earth
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0 | Community Connections | 8 | Total Connections | ||
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10 | Community Followers | 66 | Total Followers | ||
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0 | Community Following | 0 | Total Following |
Twitter / jasonhavens
- May 2, 2012jasonhavens: 7 Major Errors In Estate Planning - Forbes http://shar.es/2qGi5
- May 1, 2012jasonhavens: The Tennessee legislature has repealed its transfer taxes: gift as of 2012 and inheritance as of 2016: http://shar.es/2rZ1B
- May 1, 2012jasonhavens: JEH: These Sprint codes are excellent. I just blocked a spam text sender by texting "spam 999-999-9999" to 9999: http://shar.es/2psNB
- April 11, 2012jasonhavens: Another State Death Tax Kicks The Bucket, Will More Fall? - Forbes http://shar.es/r7Y9j
- April 9, 2012jasonhavens: Rubin on Tax: JUDICIAL MODIFICATION OF TRUST BARRED BY TRUST TERMS [FLORIDA] http://shar.es/r2a8a
- March 24, 2012jasonhavens: Family Value: The Rush to Avoid Gift Taxes - http://WSJ.com http://shar.es/pZvzQ
- March 18, 2012jasonhavens: With more blended families, estate planning gets ugly - USA Today (March 14, 2012) http://shar.es/ptE9L
- March 2, 2012jasonhavens: United States: "Last Chance" Estate Planning May End Soon - Mondaq http://t.co/ZOzns6nq
- February 24, 2012jasonhavens: Withers Worldwide - CHARITY - New US law may impose 30 percent tax on charity revenues http://shar.es/gc2E4
- February 23, 2012jasonhavens: "Seizing the Opportunity to Make Gifts that Work for Families" - Advisory Trust http://shar.es/gvxhL
- February 20, 2012jasonhavens: Whitney Houston's Funeral Shows Trouble Already Brewing Around Her Estate - Forbes http://shar.es/gf831
- February 16, 2012jasonhavens: Obama Declares War On Rich Folks And Wealth Advisors - Forbes http://shar.es/gazvG
- February 16, 2012jasonhavens: Join me and discover the value of the American Bar Association with a FREE trial ABA and Section Membership! Visit: http://bit.ly/xwiatY
- February 14, 2012jasonhavens: Obama's 2013 budget also sets stage for 2012 campaign - USAToday http://shar.es/fVCcr
- February 8, 2012jasonhavens: Estate Tax Limbo Likely to End This Year - http://AdvisorOne.com http://shar.es/fKd2Q
- February 8, 2012jasonhavens: Estate Tax Limbo Likely to End This Year http://bit.ly/yvEf50 via @advisor_one
- February 8, 2012jasonhavens: Estate Tax Limbo Likely to End This Year http://bit.ly/w7AiLC via @advisor_one
- January 12, 2012jasonhavens: Holding Back the Inheritance - Barron's http://on.barrons.com/rYe1r7
- December 26, 2011jasonhavens: Where Not To Die In 2012 - Forbes (JEH: Kentucky and Tennessee make this less-than-desirable list) http://shar.es/WrHqA
- December 23, 2011jasonhavens: FileLocator Lite - Free Utility (JEH: Esp. for Windows 7 users (no "classic" search tool); export/print search result) http://shar.es/WWh16
Videos
Videos
| Videos |
|---|
 Jason E. Havens, JD, LLM (EP) Destin FL, Estate Planning Law LawyerJason E. Havens, JD, LLM (EP) Destin FL, Estate Planning Law Lawyer - Martindale-Hubbell http://www.trustestatelaw.net Call (850) 424-6442 to learn more about this Martindale-Hubbell® ... |
Contact & Map
Main Office
4481 Legendary Dr
Ste 204
Destin, FL, US 32541
Ste 204
Destin, FL, US 32541
Telephone: +1 (850) 424-6442
Fax: +1 (866) 346-7782
Mailing Address (FL)
PO Box 5496
Destin, FL, US 32540-5496
Destin, FL, US 32540-5496
Satellite Office
9005 Overlook Boulevard
Brentwood, TN, US 37027
Brentwood, TN, US 37027
Telephone: +1 (615) 543-6442
Fax: +1 (866) 346-7782
Email Jason Edward Havens
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