Jason D. Jones
Experience. Diligence. Compassion. Estate planning for the modern family.
Jason D. Jones, the Principal of the Law Office of Jason D. Jones, P.C. specializes in estate planning, probate and estate litigation matters for both high net-worth and average net-worth individuals and families throughout the NYC metro area. Within estate planning, Jason works primarily in drafting wills and revocable trusts. Prior to founding the firm in January 2018, Jason trained with highly experienced estate practitioners at Heidner Law Firm P.C. and Eisenberg & Baum LLP and handled a wide array of Surrogate’s Courts proceedings. Such proceedings included kinship proceedings, guardianship proceedings, will contests, and contested accountings. Jason also has niche experience in the areas of IRS tax compliance, specifically the Voluntary Disclosure Programs, and asset protection vehicles such as Family Limited Partnerships and Limited Liability Companies.
Jason has a keen understanding and appreciation that no two estate plans are the same and that it is critical to ask the questions that lie beneath what is quickly shared by clients. Jason formed the firm with an eye toward expanding the range of estate planning options available to clients. In order to provide these options, Jason has identified the numerous reasons why his clients seek his legal counsel. In addition to identifying and categorizing the assets that comprise an estate, Jason also considers the family make-up and the tax and non-tax minimization objectives that provide the reasoning for a testator or grantor to make or refrain from making certain gifts. These objectives might include caring for a non-citizen spouse, protecting a financially irresponsible party from squandering an inheritance or providing long term estate planning for an incapacitated person or family member in such a way as to preserve the overall family estate.
Jason provide options to his clients that will safeguard their interests in both the short and long terms.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Probate
- Probate Administration, Probate Litigation, Will Contests
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Real Estate Law
- Commercial Real Estate, Condominiums, Easements, Eminent Domain, Homeowners Association, Land Use & Zoning, Mortgages, Neighbor Disputes, Residential Real Estate, Water Law
- Family Law
- Adoption, Child Custody, Child Support, Father's Rights, Guardianship & Conservatorship, Paternity, Prenups & Marital Agreements, Restraining Orders, Same Sex Family Law
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Free Consultation
I provide a free phone or Skype consultation and also an extensive questionnaire whereby I can hone the universe of issues for each of my clients. -
Credit Cards Accepted
I accept all credit cards (a surcharge will added) as well as Venmo, Zelle and Cash apps. I also accept e-checks via my website. -
Rates, Retainers and Additional Information
I charge a very reasonable flat fee only when I determine that I can vigorously represent your interests. I charge half of the legal fee in advance and require the remainder at the close of the representation.
- New York
- New York State Office of Court Administration
- ID Number: 5243167
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- Japanese: Spoken, Written
- Spanish: Spoken
- Principal
- Law Office of Jason D. Jones, P.C.
- - Current
- Formed my own practice in estate planning/ administration and estate litigation with niche specialities in asset protection, IRS tax controversies and marital agreements / waivers. I am able to offer the scope of large law firm experience with a small firm touch to my clients.
- Fordham University
- J.D. (2012) | Trusts & Estates, Tax
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- Internship at Queens County Surrogate's Court
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- University of Chicago
- M.A. (2002) | Japanese Literature
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- Japan Ministry of Education Scholarship for Master's thesis research
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- Yale University
- B.A. (1995) | Literature, Japanese language
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- Honors: Japan Foundation Scholarship for study in Kyoto, Japan
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- Scholarship for Graduate Work
- Japanese Ministry of Education
- Trustees Fellowship
- University of Chicago
- For graduate work leading up to a Master's Degree in East Asian Studies with a focus on modern Japanese literature.
- State Bar of New York # 5243167
- Member
- Current
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- New York State Bar Association
- Member, Trusts & Estates and Real Estates Committees
- - Current
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- New York City Bar Association
- Member
- - Current
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- LeGaL.org
- Member
- - Current
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- Website
- LAW OFFICE OF JASON D. JONES, P.C.
- Q. I would like information on helping my elderly parents plan their wills.
- A: Please arrange for your parents to have a one hour consultation with my office either in person, phone or video conference. The fee is $350 and must be paid in advance of the consultation and you may remit payment via the link below. Once you have done so, please call my office to schedule a time to meet.
https://app.clio.com/link/v2/2/2/4eb6477dd45959eb8de1a46ab68effb9?hmac=b1f279692e9f7bad83665b5d160c1616fe767975c7d0d124e424f2a72c9df829
Also, check my numerous 5-star google and thumbtack reviews.
Jason Jones
www.jdjlaw.com
- Q. I want to buy a property for personal use, not for profit or rental, what kind of tax is involved if any in NY state LLC
- A: If you are only using the property for personal use then you would not put it in an LLC and you would only pay property tax.
- Q. My husband and I just got a copy of our house deed. We live in Buffalo New York area. Our deed states “tenants in common
- A: You must transfer the deed from tenants in common to joint tenants with rights of survivorship or tenants by the entirety to avoid probate. Feel free to contact me with me if you have further questions.
