Jason T. Whiting

Jason T. Whiting

  • Business Law, Estate Planning, Tax Law
  • California
Badges
Social Media
Biography

Jason advises individuals and families regarding estate planning, wealth succession and philanthropy to responsibly transfer wealth to future generations while minimizing the related income, estate, gift and generation-skipping transfer tax costs. 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.

Practice Areas
    Business Law
    Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Tax Law
    Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Jurisdictions Admitted to Practice
California
Placeholder image for jurisdictions.
9th Circuit
Placeholder image for jurisdictions.
U.S. District Court, Central District of California
Placeholder image for jurisdictions.
U.S. District Court, Eastern District of California
Placeholder image for jurisdictions.
U.S. District Court, Northern District of California
Placeholder image for jurisdictions.
U.S. District Court, Southern District of California
Placeholder image for jurisdictions.
U.S. Tax Court
Placeholder image for jurisdictions.
Languages
  • English
Education
Golden Gate University School of Law
LL.M. (2003)
-
Placeholder image for education.
University of Southern California Gould School of Law
J.D. (1999)
-
University of Southern California Gould School of Law Logo
University of California - Berkeley
B.A. (1995)
-
University of California - Berkeley Logo
Awards
National First Tier ranking in Trusts & Estates Law
U.S. News & World Report / Best Law Firms
Professional Associations
California State Bar  # 205491
Member
- Current
Placeholder image for professional associations.
Social Media
Contact & Map
Los Angeles, CA, USA