Mark Jacob

Board certified in Estate Planning and Probate Law, Mark Jacob focuses on estate planning, asset protection planning and income tax planning for individual and corporate clients. He has implemented sophisticated estate planning and asset protection planning techniques for clients, including family limited partnerships, intentionally defective grantor trusts, charitable remainder trusts, grantor retained annuity trusts and self-settled spendthrift trusts.

Mark also represents individual and corporate clients on aviation matters, including advising on tax and structuring issues when purchasing an aircraft. Mark is a frequent speaker and presenter on these topics.

Mark's representative experience includes:

• Prepare wills, trust agreements and other estate planning and incapacity planning documents for individual clients
• Create family limited partnerships and implement more sophisticated estate planning and charitable planning techniques for individual clients, including defective grantor trusts, charitable remainder trusts and grantor retained annuity trusts
• Represent clients in probate and estate administration matters, including preparing estate tax returns
• Advise clients regarding asset protection issues and techniques, including limited partnerships and asset protection trusts
• Advise clients purchasing and selling airplanes, including structuring transactions to minimize or eliminate sales and use tax and qualify for like-kind exchange treatment
• Establish charitable organizations, including private foundations, public charities and supporting organizations, and advise clients regarding the administration of organizations