S.H. Jacobs & Associates, LLC

S. H. Jacobs & Associates, LLC, is dedicated to a client-centered, common sense
                         approach to legal practice in the following areas:
  • Estate and Wealth Planning
  • Wills & Trusts, Living Wills and Health Care Proxies, Powers of Attorney
  • Life Insurance Trusts, Family Trusts, Business Trusts and Supplemental Needs Trusts
  • Legally-appropriate Domestic and Offshore Asset Protection
  • U.S. and International Gift & Estate Taxation
  • Formation and Governance of Tax-Exempt Organizations-Public Charities, Private Foundations, Religious Organizations, Patriot Act Compliance
  • Pre-IPO and Business Succession Planning, Buy-Sell Agreements
  • Trust Counsel to Law Firms, Investment Banks and Private Equity Firms in the derivative  markets for Life Settlement and Premium-Financed Life Insurance Transactions
  • Trust and Estate Conflict Resolution
  • Administration of Trusts; Estates and Guardianships
  • General Personal Representation
  • Pre- and Post-Nuptial Agreements
  • Pre-Immigration and Pre-Expatriation Estate Tax Planning
  • Estate Tax Audit Defense
  • Family Investment Partnerships