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:
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.