Who We Are

With over 20 years of experience, Jones Estate Group, Inc. serves clients in all aspects of international and domestic estate planning and estate and trust administration, business succession planning, family corporations and private charitable foundations. International estate matters include foreign account and asset compliance, residency determinations, expatriation planning and pre-immigration planning, foreign ownership of U.S. real estate, foreign non-grantor trusts and probate of U.S. assets owned by non-U.S. persons. Domestic estate matters include Wills, revocable trusts, powers of attorney healthcare declarations, trusts for minors, residuary/marital plans to minimize federal estate tax, dynasty trusts, irrevocable life insurance trusts and charitable planning, including private foundations, the administration of estates upon death and trust administration, including reformations, mergers, divisions and terminations, accounting and audits. Tax and Reporting matters include gift tax returns, federal estate tax, state inheritance and estate tax and federal and state fiduciary income tax returns and all U.S. reporting requirements for foreign accounts, assets and trusts.

International and Domestic Estate Planning

Domestic Estate Planning

Qualified Domestic Trusts

Foreign Grantor Trusts

Foreign Account Compliance

Expatriation Planning

Probate of U.S. Assets Owned by Non-U.S. Persons