Jason P. Jones
Senior Counsel

Contact Information

Phone

Fax

866-353-5020

Email

jjones@pldolaw.com

Biography/Practice Areas

Jason P. Jones is Senior Counsel with Pannone Lopes Devereaux & O’Gara LLC and a member of the Estate and Trust Planning, Administration and Litigation Team.  His practice focuses on advising U.S. and international clients on a broad range of tax, estate, and asset protection planning matters, including wills and trusts.  He also provides tax planning to corporate and business clients with respect to mergers, acquisitions, and consolidations.

Attorney Jones has significant experience in international tax planning, including pre-immigration planning, structuring of U.S. real estate and business investments of foreign persons, and multi-jurisdictional trust planning, as well as tax reporting and compliance, including issues relative to the Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard (CRS).  His extensive experience assisting high-net-worth individuals, families, and businesses in the areas of international tax, asset protection and wealth preservation planning, charitable giving strategies, and business succession arrangements are leveraged to meet clients’ unique goals and objectives.

Prior to joining Pannone Lopes Devereaux & O’Gara LLC, he worked for international law firms in South Florida advising U.S. and foreign clients on all matters related to international taxation, trusts, estates, and business succession.  He is fluent in Spanish and served as a volunteer with a mission organization in Quito, Ecuador in 2009.  While in Ecuador, he also worked as a translator for the United Nations office in Quito.

Attorney Jones earned his J.D. from Tulane University Law School in New Orleans, Louisiana, his LL.M. in Taxation from the University of Florida, Levin College of Law in Gainesville, and his Bachelor of Arts in History from the University of Virginia in Charlottesville.  He is licensed to practice in Florida and is a member of The Florida Bar Tax Section.

Areas of Practice

  • Estate and Trust Planning and Administration
  • U.S. and International Tax Planning
  • Business Succession Planning
  • Asset Protection Planning

Bar Admissions

  • Florida

Education/Professional Associations

University of Florida, Levin College of Law, Gainesville, Florida

  • LL.M. in Taxation – 2013

Tulane University Law School, New Orleans, Louisiana

  • J.D. – 2012
  • CALI Awards in Partnership Tax and Family Law
  • Academic Scholarship

University of Virginia, Charlottesville, Virginia

  • B.A. – 2008
  • Concentrations: History and Economics

 

Professional Associations and Memberships

  • The Florida Bar Tax Section

Representative Matters

Advisories/Articles