
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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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.

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.

Business
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

Life
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

Litigation
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.
What Should You Do If You Receive an Audit Notice?
Receiving an audit notice from the IRS or state taxing authority is stressful, even if it is only alerting you of a minor issue. When you file a tax return, you represent to the government that the information is correct. However, the government has the right to...
How to Appeal an IRS Decision
If the IRS has determined that you owe taxes, and has assessed a penalty against you or taken collection action, you may be able to file an appeal. However, there are a variety of rules and deadlines that apply when you appeal an IRS decision. Failing to comply...
How to Decide Whether to Take or Defend an Appeal of a Court Decision
In litigation, judges may issue decisions after reviewing motions which can affect the parties and the outcome of the case. These motion decisions can be made while the lawsuit is still pending as well as after a judge issues a final decision on the case. A party...