Christopher J.C. "Chris" Jones
Chris Jones is a nationally recognized specialist in the areas of estate planning and business succession planning. Chris heads the firm’s Wealth & Estate Planning group and has substantial experience advising and counseling clients regarding sophisticated estate planning, business succession, asset protection, charitable planning, life insurance matters, and international estate planning. Understanding that each client has specific, unique objectives, Chris and his team provide creative, customized solutions.
A Fellow in the American College of Trust and Estate Counsel (ACTEC) and a Board Certified Specialist in estate planning and probate law, Chris often acts as the trusted advisor to multiple generations of families assisting and advising on the preservation, protection, and transfer of their wealth. As personal general counsel to his clients, he monitors legal issues, marshals resources, and crafts solutions that protect what matters most to each client.
Chris' representation frequently involves the following:
- Preparation of estate planning documents;
- Structuring and implementing sophisticated lifetime and testamentary wealth transfer techniques including gifts and sales to grantor trusts, Grantor Retained Annuity Trusts (GRATs), and Testamentary Charitable Lead Annuity Trusts (CLATs);
- Trust Modifications and Trust Decanting;
- Irrevocable Life Insurance Trusts (ILITs);
- Charitable Lead and Charitable Remainder Trusts;
- Creation of charitable foundations and non-profit organizations;
- Creation, funding, and maintenance of Limited Liability Companies, Limited Partnerships and S Corporations;
- Helping clients create and operate family offices;
- Complex estate administration;
- Income tax planning to help clients minimize income taxes and maximize basis;
- International estate planning including domestic wills for non-citizens, foreign trusts, pre-immigration planning, and advising on the tax consequences of expatriation; and
- Premarital planning.
An author and frequent speaker at professional conferences, Chris provides sophisticated tax advice and counsel to many family and closely held businesses. In serving his closely held business clients, Chris provides advice and counsel on tax and operational issues as well as business succession planning.
Chris also represents 501(c)(3) nonprofit organizations and their management and has extensive experience advising public charities and private foundations in all aspects of their organization, administration, and management.
Charlotte, North Carolina 28202-4003
