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We are your lawyers for life—providing discreet, high-touch counsel to individuals, family offices, private businesses, and financial institutions on complex estate-related matters.
ABOUT
We are your lawyers for life—providing discreet, high-touch counsel to individuals, family offices, private businesses, and financial institutions on complex estate-related matters.
JASON SMITH
A former business consultant and Yale-educated lawyer, Jason combines a knowledge of advanced financial and legal strategies with a genuine care for those he serves. At Smith Legacy Law, he brings those qualities together for clients seeking to plan, preserve, and protect substantial wealth.
Our Counselors
Our Counselors
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A former business consultant and Yale-educated lawyer, Jason combines a knowledge of advanced financial and legal strategies with a genuine care for those he serves. At Smith Legacy Law, he brings those qualities together for clients seeking to plan, preserve, and protect substantial wealth.
Our Counselors
SERVICES
ESTATE AND TRUST ADMINISTRATION
For nominated executors, administrators, and personal representatives of high-net-worth families or individuals, we assist them in navigating the probate and estate administration process.
ESTATE PLANNING
For clients with significant, complex, and diverse assets, we develop estate plans that execute their wishes efficiently and keep them current through a regular maintenance program.
ESTATE AND TRUST LITIGATION
For fiduciaries, beneficiaries, and other parties, we provide representation in contested matters including estate and trust litigation, disputed fiduciary accountings, and federal and state tax audits and controversies.
ESTATE AND TRUST ADMINISTRATION
For nominated executors, administrators, and personal representatives of high-net-worth families or individuals, we assist them in navigating the probate and estate administration process.
ESTATE PLANNING
For clients with significant, complex, and diverse assets, we develop estate plans that execute their wishes efficiently and keep them current through a regular maintenance program.
ESTATE AND TRUST LITIGATION
For fiduciaries, beneficiaries, and other parties, we provide representation in contested matters including estate and trust litigation, disputed fiduciary accountings, and federal and state tax audits and controversies.
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Smith Legacy Law opens in Greenwich; offers trust and estate planning and litigation
Westchester and Fairfield County Business Journals | By Bridget McCusker Smith Legacy Law opened its doors at 2 Greenwich Office Park earlier this summer, a development that was a natural progression for founding partner and chief legal strategist Jason Smith. Smith...
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How to Keep Your Ex-Spouse From Disinheriting Your Children When Remarrying
Second marriages can raise numerous financial concerns especially if there are children from the first marriage. If you are the one getting remarried, there are tools you can use to protect your assets for yourself and your kids. However, it’s also essential to keep...
NEWS
Smith Legacy Law opens in Greenwich; offers trust and estate planning and litigation
Westchester and Fairfield County Business Journals | By Bridget McCusker Smith Legacy Law opened its doors at 2 Greenwich Office Park earlier this summer, a development that was a natural progression for founding partner and chief legal strategist Jason Smith. Smith...
INSIGHTS
How to Keep Your Ex-Spouse From Disinheriting Your Children When Remarrying
Second marriages can raise numerous financial concerns especially if there are children from the first marriage. If you are the one getting remarried, there are tools you can use to protect your assets for yourself and your kids. However, it’s also essential to keep...
COMMUNITY
Smith Legacy Law is also proud to support undeserved
populations with pro bono estate planning services