S.H. Jacobs & Associates, LLC
Attorneys-at-Law
S. H. Jacobs & Associates, LLC, is dedicated to a client-centered, common sense
approach to legal practice in the following areas:
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