Jared L. Dodd

In addition, Jared advises his clients on the tax implications of their existing personal and business structures and designs tax-advantaged vehicles to achieve tax minimization and deferral opportunities related to state, local, and federal income taxes, as well as gift, estate, and generation-skipping transfer taxes. He regularly implements strategies to address pre-liquidity event planning, mergers and acquisitions (M&A), family investment entities, and other mechanisms to accomplish tax-efficient wealth transfers, including dynasty trusts, charitable trusts, private foundations, intrafamily lending arrangements, and sophisticated life insurance planning.

Jared seeks to balance client objectives by designing structures to optimize tax benefits while maintaining flexibility, access, and control among the client and their family. He is attentive to considerations common to multigenerational family planning and seeks to understand a client’s values and legacy in order to incorporate provisions to reinforce and preserve those values and legacy for a client’s children and future generations, in a manner often unrelated to tax concerns. Jared is also acutely aware that asset protection and privacy considerations are crucial components of any client’s estate plan. He designs and develops plans to protect clients and their assets from personal, business, or spousal creditors, and maximizes client privacy whenever possible.

Once these structures are in place, Jared serves as a resource to clients and their other advisers to maintain the underlying structures, promote the proper utilization for enhanced wealth planning and make strategic changes as objectives, relevant laws and facts change over time. He also assists clients with philanthropic and charitable giving objectives through the implementation of charitable trusts and the creation and management of private foundations.