Tax & Estate Planning for Americans with Complex Domestic and Foreign Interests
Smith Legacy Law is the practice of Jason J. Smith, Esq. He helps individuals and families plan, protect and pass on what they have built, whether their lives and assets sit in one state, several states or more than one country.
A lawyer for life
Jason J. Smith has practiced law since graduating from Yale Law School in 2006. He began his career as a law clerk to U.S. District Judge Robert N. Chatigny, then practiced at Wiggin and Dana and at Katten Muchin Rosenman in New York, and later built the trusts and estates litigation practice at Meltzer, Lippe, Goldstein & Breitstone as a partner. He founded his own firm in 2018.
Today his practice is focused on tax and estate planning. Clients work with Jason directly, from the first conversation to the signing of the final documents, and they come back to him as their families, businesses and circumstances change.
How Jason Can Help
Planning that fits the way you actually live, and the places your family and assets are.
Wills, Trusts and Estate Planning
Wills, revocable and irrevocable trusts and complete estate plans that say clearly what you want and hold up where your assets are.
Tax Planning
Gift, estate and generation skipping transfer tax planning, so that more of what you build reaches the people you intend.
Asset Protection Planning
Structures put in place in advance to protect personal and family wealth from future claims, including protection of premarital assets.
Philanthropic and Charitable Planning
Donor advised funds, private foundations and charitable trusts that carry your values forward and work with the rest of your plan.
Supplemental and Special Needs Planning
Trusts that provide for a loved one with a disability without putting their eligibility for public benefits at risk.
Guardianships and Conservatorships
Planning for who will care for a minor child or an adult who can no longer manage their own affairs, before the need arises.
When Your Life Crosses Borders
Many of Jason’s clients have homes, businesses, investments or family in more than one state, and often in more than one country. A plan that works on paper in one place can fail where the assets actually are. Jason designs U.S. tax and estate plans with those connections in mind, and works alongside clients’ other advisers so that the pieces fit together.
Start the Conversation
Call 203.489.5362 or send a message through our secure contact form, and Jason will be in touch.