His expertise includes sophisticated wealth transfer techniques involving defective grantor trusts, personal residence trusts, insurance trusts, grantor-retained annuity trusts, buy-sell agreements and the formation of related business entities; counseling clients with respect to charitable giving, including establishing charitable trusts, forming and obtaining tax-exempt status for nonprofit entities (public charities and private foundations), and providing ongoing guidance to ensure proper governance and compliance with applicable state and IRS rules; proposition 13 planning, structuring transactions to minimize or avoid reassessment of California real property on transfer; representing clients before the IRS.

Jason is a member of Magnusson & Partners which is recognized by News & World Report / Best Law Firms® with a National First Tier ranking in Trusts & Estates Law.