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Overview

Jared draws on broad corporate experience as he guides clients through daily operational challenges and formulates long-term strategies to further their business goals.

Estate planning for families and other business owners is a particular focus for Jared. He designs and implements estate plans with an eye to minimizing income, gift, estate and generation-skipping transfer taxes. He also drafts and develops core estate planning instruments such as wills, revocable trusts, irrevocable trusts and powers of attorney, and advises business owners on succession plans for transferring and exiting their business.

In the corporate arena, Jared advises clients on entity formation, governance and general contractual matters. He also has experience counseling nonprofit clients on formation, governance and tax-related matters.

He previously worked as a graduate tax intern for the Committee on Ways and Means within the U.S. House of Representatives and conducted research for the committee’s Tax and Oversight staff.


Services

Education

  • J.D., University of Georgia School of Law
    • cum laude
    • William Seaborn Ashley Scholar
  • B.S.B.A., Saint Louis University
    • Vice Presidential Scholarship
    • PricewaterhouseCoopers Accounting Scholarship

Admissions

  • Missouri

Professional Associations and Memberships

  • The Bar Association of Metropolitan St. Louis
  • The Missouri Bar
Experience

Wealth, Tax, Trust and Estate Planning

  • Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical durable powers of attorney, living wills, healthcare declarations, qualified spousal trusts, life insurance trusts, National Firearms Act (NFA) trusts, gift trusts, family trusts, dynasty trusts, qualified personal residence trusts, discretionary trusts, generation-skipping trust (GST) trusts and asset protection trusts.
  • Designed and implemented prenuptial and postnuptial agreements.

Estate and Trust Administration/Probate

  • Assisted with probate and trust administration, fiduciary income tax returns and accountings.
  • Counseled professional and nonprofessional administrators of trusts and estates on fiduciary duties.

Business/Corporate Planning

  • Guided entity formation and internal entity governance related to limited liability companies, corporations and partnerships.
  • Developed and structured exit strategies that maximized client's goals and objectives.
  • Helped clients devise effective and practical business succession plans.
  • Prepared buy-sell agreements, family business plans, purchase and sale agreements, asset purchase agreements, stock purchase agreements, promissory notes and leveraged buyout plans.

Asset Protection Planning

  • Advises clients on strategies for protecting assets from loss, risk and exposure, both during life and after death using asset protection trusts, irrevocable trusts, limited liability companies, prenuptial and postnuptial agreements, and insurance planning, among others.

Special Needs Planning

  • Advised clients on use of special needs trusts and guardianships, and conservatorships.
Outside the Office

Jared is a loyal sports fan.

He travels to watch his favorite teams, including the Chicago Cubs and Georgia Bulldogs, play at home and away. Jared hikes on the weekends with his dog, Granger, and enjoys going to the mountains to ski.

Community Leadership
  • Greater St. Louis Boy Scouts of America Council, Emerging Leaders Network, 2016-present; Business and Social Networking Chair, 2019
  • Phi Delta Theta, Missouri Delta Chapter, Chapter Advisory Board, 2018-present