In Business and In Life

Our attorneys provide high-touch and discrete legal counsel to affluent individuals, family offices, private businesses, and financial institutions, combining formidable knowledge and experience with genuine care for those we serve.


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Connecticut | Florida | New Jersey | New York

About Smith Legacy Law

Jason J. Smith and his experienced legal team draw on a wide array of resources typical of large firms while offering a personalized level of service only available from a boutique practice.

Jason Smith

Our Services

From estate planning to corporate litigation, Smith Legacy Law provides comprehensive legal services to individuals and businesses seeking to plan, preserve, and protect substantial wealth.


No matter the stage or size of your business, our attorneys will help you and your company prepare for the challenges ahead.

  • General Counsel Services
  • Corporate Law Services


We’ll act as your trusted counselors and advisors as you navigate life’s most important milestones.

  • Wills, Trusts and Estates
  • Asset Protection
  • Guardianship and Conservatorships


Our attorneys will be there should you or your business become embroiled in a complex dispute.

  • Business and Commercial Matters
  • Tax Controversy
  • Wills, Estates and Trust Litigation

Latest Insights

Keep up with the latest legal developments that could potentially impact your life, your family, and your business.


Protecting Your Cash Holdings from Bank Failures

The failure of several banks in early 2023 raised fears among many individuals and businesses that their cash deposits were at risk. Most depositors were covered by FDIC insurance but others were not. The best way to protect your cash holdings is to understand the...

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FDIC insurance
LifeTax Planning

Kiddie Tax – Are You Kidding?

Many parents wonder whether and when their children have to pay taxes. Children who earn wages pay taxes if their income exceeds their standard deduction, however, where children have unearned income, such as from investments or interest on bank accounts, they may...

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Kiddie Tax